How to Use Forms

Use this checklist for any form in Omnifleet settings.

Form Structure You Can Expect

Each form in this manual is documented with:

• Purpose
• Required fields
• Optional fields
• Validation notes
• Step-by-step usage
• Expected result
• Troubleshooting

Recommended Form Workflow

1. Read the form purpose so you know the result you are trying to achieve.
2. Complete all required fields first.
3. Fill optional fields only when they add useful detail.
4. For map fields, confirm the exact point or shape before saving.
5. Review validation messages before submitting again.
6. Save and confirm the result appears in the related list or detail view.

Required vs Optional Fields

• Required fields prevent form submission when empty.
• Optional fields help add context but are not mandatory.
• If a field appears only for a specific mode (for example, Radius in circular geofence), treat it as required for that mode.

Common Validation Messages and Fixes

Name is required

• Enter a clear name for the record.

Status is required

• Select an item from the status dropdown.

Location is required

• Open the map picker and save a valid point.

Start date cannot be in the past

• Choose current or future time.

End date must be after start date

• Set end date/time later than start date/time.

Please draw a geofence on the map first

• Draw a circle or polygon, then submit again.

Submission Checklist

Before selecting save:

• Required fields are complete.
• Map selection is done (if needed).
• Date fields are valid and in the right order (if used).
• You can see no active validation error under fields.

Expected Result After Submit

After a successful save:

• A success message appears.
• You return to the related list or stay on the updated record.
• The new or updated data is visible in the list/details.

Troubleshooting Quick Steps

1. Re-check required fields and validation messages.
2. Re-open map picker and save the location/shape again.
3. Refresh the page and retry.
4. If buttons are hidden or disabled, confirm your account permission.
5. If you see Access denied or are sent back to another page when opening a feature, see Permissions and verify organization/group context in Groups.