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Custom Fields on Assets: Part 2 (a Weekly Open Office Hours Session)

This shows how to integrate asset custom fields into forms to filter questions, apply conditional logic, and automate task creation.

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Written by Kristal Ruiz
Updated this week

This session of the Redlist Weekly Office Hours continues the deep dive into asset custom fields, focusing on how to use them dynamically within forms to streamline data collection and trigger automated workflows. Building on the previous week’s setup, users learn how to filter asset-specific form questions based on custom field values—such as fuel type for forklifts—and apply visibility logic to guide users through conditional paths. The session also demonstrates the use of auto-response fields to evaluate form input and automatically create tasks, offering a powerful, data-driven approach to asset-specific inspections, troubleshooting, and maintenance planning.

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