Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
The Hardware Replacement/Upgrade Request (Sample) Form Template is designed for internal staff to request updates or replacements to current hardware. The template allows a user to select the type of request, reason for, urgency level and any further information. The template can be sent directly to users within FYI, or can be created manually by a user.
When the Forms feature is enabled, the sample templates will be deployed and available from the Templates Workspace.
This article explains how the sample form is structured. We recommend taking a copy of the template, if you would like to customise the form.
Opening the Form Builder
The template will be imported with a Status "Draft". To open the template form builder:
- Navigate to Knowledge - Templates workspace.
- Select the "All" view to display all Active and Draft templates.
- Search for Hardware Replacement / Upgrade Request (Sample v1.0) and select the form template.
- Click the Edit option.
- The Form Template Builder window will open in a new Browser tab.
Template Layout and Fields
The Hardware Replacement/Upgrade Request (Sample) Form template is built using a combination of Headings, Images, Labels, Panels, Check Box Groups, Dropdown Lists and Radio Groups.
For detailed information on Form Fields and Layout, refer to Creating Templates for Forms (Beta).
Panels
The sample form contains three panels: Requestor Information, Current Hardware, and Request Details.
Each panel combines different fields including, FYI fields, drop-downs, check box groups, radio groups, and text boxes to request relevant user information.
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Requestor Information: The Requestor and Manager fields are the 'User List' field selected from the FYI Fields Component. Other fields in this panel include drop-downs and text boxes with the Requestor and Delivery Address fields set to mandatory fields.
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Current Hardware: Includes details such as Device Type, Make/Model and Serial Number/Asset Tag. Drop-down fields are used to distinguish between the Device Type, with text boxes used to capture other information.
- Request Details: Includes details such as Request Type, Reason for Request, Preferred Device Type, Special Requirements and Urgency Level. Check Box Groups are used to gather information from the user, such as the type of request and their reason, with text boxes used to gather other information. The radio group is used to determine the Urgency level, with this field set as mandatory.
Other Layouts and Fields
A combination of different Field types and layouts are used to present the form in a structured layout:
| Layout or Field Name | Details |
| Heading | Provide a clear title for the form. The title of this form is Hardware Replacement / Upgrade Request. |
| Image |
Displays the company logo to assist with branding. The FYI logo has been used to provide an example. |
| Label |
Assists in guiding users with additional information when completing the form. Labels are used for the following purposes:
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| Text Area |
Text area allows multi-line responses, designed for longer, free-form responses. Text area has been used as a Special Requirements field in this template, to allow the user to provide more information. |
| Check Box Group |
Check Box Groups are used to quickly select or confirm an option in the form. Checkboxes have been added to the Request Details panel. These are mandatory checkboxes, meaning Employees must select from one of the options. |
| Notes/Help editor |
The Notes/Help editor has been used in this template to explain additional details on how to build a form. Notes/Help editor components are displayed with the question mark icon before the note title. |
| Dropdown List |
Allows the employee to select from a set drop-down list of answers. Dropdown lists have been used to determine the Device Type in this form. |
| Radio Group |
Radio Groups are used to quickly select an option form. A Radio Group question has been used to determine the Urgency Level when completing this form. This field has been marked as mandatory. |