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Create a location record

You can update location properties by adding location records

Updated over 5 months ago

You can add a location record to update the location properties. Please ensure that you have created location properties before creating a location record. Follow the steps below to create a location record:

  1. Go to the From Library in the configure portal.

  2. Hit the Add Form button in the top right-hand corner.

  3. Complete mandatory fields, including Name, Owner, and Department.

  4. Set form type to Location.

  5. Define what location level this record should be completed at.

  6. Choose the Completion Timestamps and Topics.

  7. Click Create.

  8. Go to the Questions tab, click Add Section.

  9. Select Location Properties if you want to update the relevant properties, or you can select General section. In this example, we are going to update the location properties so we select Location Properties.

  10. Click Link Property and pull through the predefined questions.

Once created, you can turn the location form into a location record, allowing team members to update relevant properties and complete tasks.

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