Want your field teams to create or update assets directly while filling a checklist? This feature helps you link an existing asset table to any Process or Audit, so that asset info (like equipment photos, license dates, or IDs) can be autofilled, updated, or even created — right from the form itself.
Whether it's a compliance audit or a new license submission, asset data gets captured instantly without switching between tabs or tools.
Before you configure questions, you first need to link your asset table with the checklist (process or audit). This setup happens inside the Properties tab of your process builder.
Follow the steps below:
Create a new Process or Audit
If you haven’t already, start building a new checklist from scratch or duplicate an existing one.
Go to the Properties tab → Click on System Integration
In your checklist setup, scroll to the Properties tab and open System Integration.
A) Enable ‘Asset Table Integration’ checkbox
Tick this to start linking your asset table to the process.
This allows your process to fetch and update existing asset items from the linked asset table during checklist submissions.
https://app.supademo.com/demo/cmdwsvmli6vrk9f96wcs4hqy8?utm_source=link
Ideal for checklists where asset details are being entered for the first time (e.g., registering a new machine or uploading a new license).
Enter the Asset Table ID and click "Fetch"
Type in or paste the ID of the asset table you want to link. Once done, click Fetch to validate the connection.
Click Save
Hit Save to complete the integration setup.