Editing forms

This guide explains how to edit forms in Maintella and what common field types mean.

Forms are used to collect structured information from field engineers during workflow execution. You can create and edit forms with the AI editor, then save when you are happy with the result.

Open or create a form

• Go to Admin > Organization > Forms.
• To edit an existing form, click the form row.
• To create a new form, click New Form, fill in title and slug, and open the editor.

How the editor works

• Left side: live preview of the form.
• Right side: AI chat assistant.
• Describe what information you want to collect, for example:
  • “Add technician name, visit date, and fault type.”
  • “Make fault type required and add an Other option.”
• The AI can ask clarifying questions or propose a full form update.
• Click Save only when the preview looks correct.

Common field types (plain language)

Text (string)

Use for words, names, IDs, short notes, or long notes.

• Examples: Technician name, Serial number, Work notes
• Common options:
  • Required / optional
  • Minimum or maximum length
  • Pattern rules (for strict formats)

Number (number)

Use for values that can include decimals.

• Examples: Voltage, Temperature, Distance
• Common options:
  • Minimum / maximum value
  • Decimal step (for example 0.5)

Whole number (integer)

Use for values that must be whole numbers.

• Examples: Quantity, Error count
• Common options:
  • Minimum / maximum value

Yes/No (boolean)

Use for true/false checks.

• Examples: Filter cleaned, Firmware updated
• Usually shown as a checkbox or toggle.

Choice from list (enum)

Use when users should pick one option from predefined values.

• Examples: Fault type, Condition
• Often shown as:
  • Dropdown
  • Radio buttons

Multiple rows (array)

Use for repeating entries.

• Example: Parts replaced with each row containing part number + quantity.

Grouped fields (object)

Use to keep related values together.

• Example: Travel with value and unit as one grouped section.

Common validation types

Validation helps keep answers usable and consistent.

• Required fields: must be filled before submit.
• Min/max length: limits text size.
• Min/max value: limits numeric ranges.
• Pattern: enforces exact format (for example AA-1234).
• Format: built-in checks such as:
  • email
  • uri (web link)
  • date
  • date-time

Practical tips

• Keep field names clear and short.
• Use choices (enum) instead of free text when possible.
• Mark only business-critical fields as required.
• Add helpful descriptions for fields that are easy to misunderstand.
• Test the preview before saving.

Example requests for the AI

• “Create a basic service visit form with required technician name and visit date.”
• “Add a required fault type with options Communication, Power, Connector, Cooling, Other.”
• “Add a repeating list for parts replaced with part number and quantity.”
• “Add validation so device ID must match format AA-1234.”