Some forms are designed to include a person (such as a worker or admin), inspect assets (such as vehicles, trailers, or equipment), or include a geofence to provides location information. When you create a form you can add a Person, Asset, or Geofence field option through the respective answer type. This enables the worker to link that form and any related issues directly to a person, an asset, or a geofence in Samsara.
For example, if a worker needs to fill out an Accident Report form, a worker would be able to connect the associated asset involved in the accident, the associated persons within your organization that are involved in the accident, and the location of where the accident took place.
To learn more about each answer type, view the following list:
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Asset answer type: Enables workers to connect an asset to a form through an Asset field.
Each from can only have one Asset field.
Based on how you configure the field for what asset types can be selected, Connected Workflows pulls the list of assets by name from the Assets Summary (Overview (
) > Assets) in your Samsara dashboard.
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Person answer type: Enables workers to connect a person to a form through a Person field.
Each form can have multiple Person fields.
Based on how you configure the field for Selectable People, Connected Workflows pulls the list by role from Users & Roles (Settings > Users & Roles) in your Samsara dashboard.
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Geofence answer type: Automatically associates the form with the nearest geofence when the worker opens the form, and enables workers to correct the geofence location if necessary.
Each form can only have one Geofence field.
If you select Manage Addresses/Geofences, a separate tab opens to Address/Geofences settings in the Samsara dashboard.
When the worker selects an Asset, Person, or Geofence field in the form, it displays the field types you selected for a worker to choose from. If the worker is offline or cannot find the correct selection in the list, they can also manually type in the name.
If a worker adds an asset, person, or geofence manually, it will not alter or add a new entry into your Samsara dashboard settings.
From the Samsara dashboard you can access your Issues Inbox and filter issues by asset number to view all the issues associated with that asset number. This helps you gain visibility into the status of an asset's previously submitted open issues, and can reduce duplicate issues.
To create or add an Asset, Person, or Geofence field in your form, see Create or Delete a Digital Form.
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