The Document Selection List can be used to store any references, allowing your team to refer them more easily within the form and ensuring information remains consistent.
One powerful application is storing and selecting floor plans from the repository. Some places in a building are not included in the system’s location list because they aren’t linked to any workflows. When users need to refer to these areas, they often have to type descriptions themselves, which can be unclear, for example, “near the lift”.
By selecting a floor plan directly from the repository, users can choose the exact room or area, even if it isn’t in the system. This helps avoid unclear or inconsistent descriptions and makes the information more accurate.
Here is an example of how to create a floor plan in the repository and then use the Document Selection List to pull it into an incident form.
Navigate to the Repositories module in the Configure Portal.
Go to the predefine document type "Floor Plans".
💡TIPS: You can contact the support team to add new document types for you.
Create the folders and label them by floor.
Add the placeholder pictures with location names.
When adding a document selector, choose the document type "Floor Plan".
After the incident request is created, users can select the exact location where the incident happened in the form.
⚠️Please note
The files cannot be opened within the forms.
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