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Build Briefing, Product, and Asset Forms ​

Forms determine which data fields appear when team members add or edit Briefings, Products, and Assets. Each type (Briefing, Product, Asset) has one form. Administrators customize these forms to display only the fields that matter for their workflow.

Edit a Briefing form ​

  1. Go to Settings → Data Management → Briefing data.
  2. Select Briefing form.
  3. Click Edit form or Customize.
  4. In the form builder:
    • Left panel: Available data fields you can add to the form.
    • Right panel: The form layout. Drag fields from the left into the form area.
  5. Configure each field:
    • Click a field in the form to expand its options.
    • Editable: Uncheck to prevent users from editing this field (it becomes read-only).
    • Required: Check to require users to fill in this field before saving.
    • Placeholder: Enter hint text that appears in the field (for text, number, date, and dropdown fields).
    • Multiline: For text fields, check to create a larger text area.
  6. Organize fields by row (up to 3 fields per row).
  7. Drag the row handle (⋮⋮) to reorder rows.
  8. Click the trash icon to remove a field.
  9. Click Save to apply changes.

Edit a Product form ​

  1. Go to Settings → Data Management → Product data.
  2. Select Product form.
  3. Follow the same steps as for Briefing forms.

Edit an Asset form ​

  1. Go to Settings → Data Management → Asset data.
  2. Select Asset form.
  3. Follow the same steps as for Briefing forms.

Preview a form ​

  1. Go to the appropriate Data Management section (Briefing, Product, or Asset data).
  2. Select the form tab (Briefing form, Product form, or Asset form).
  3. Click Preview form to see how the form will appear to team members.
  4. The preview shows all fields in their configured layout, with required fields marked and placeholders visible.
  5. Note: The preview form is read-only and cannot save data.

Field settings explained ​

  • Editable: When unchecked, the field appears in the form but team members cannot change it. Useful for display-only information.
  • Required: When checked, team members must fill in this field before they can save. Required fields are marked with an asterisk (*).
  • Placeholder: The hint text that appears inside an empty field to guide users what to enter.
  • Multiline: For text fields, creates a larger text area instead of a single line. Useful for longer text like descriptions.