Formitize User Guide

In the Form Builder, you can place a CRM Zone field in your form that will use Zone data that is related to a Location.

This works most effectively if you have the CRM Location field in your form as well, as the two elements will automatically link to one another and the available Zones that appear in the dropdown within the form will be controlled by the address chosen in the Location field.

Zones can also be used to help filter Assets for a client, making it easier to search for specific assets - especially useful when there are a lot of them assigned to a specific client or location.

Related articles:

• How do you set up a Zone for an Asset?
• How do I Separate Assets by Zones in a form?
• How to the Jobs and Assets link together? (for each Asset type)
• What are Location Zones?
• What does the CRM Client field in the Form Builder do?
• What does the CRM Location field in the Form Builder do?