Difference between revisions of "External Forms Management"

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| class="navigationTitles" colspan="4" id="top" | [[File:CustomForm Forms 1400x261.png|External Forms Management]]
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| class="navigationTitles" colspan="4" id="top" | [[File:ExtForms.jpg|ExtForms1.jpg]]
 
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| class="navigationTitles" colspan="4" | Navigation
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| class="navigationTitles" colspan="4" | Navigatio
 
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| colspan="4" style="width: 265px;" | To access External Forms Management, select the setup COG > Setup > Job Setup > Item Maintenance
 
| colspan="4" style="width: 265px;" | To access External Forms Management, select the setup COG > Setup > Job Setup > Item Maintenance
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| colspan="4" style="width: 265px;" | Use the External Forms feature to create and manage custom forms.  Custom fields must be created before they can be added to a form.
 
| colspan="4" style="width: 265px;" | Use the External Forms feature to create and manage custom forms.  Custom fields must be created before they can be added to a form.
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| colspan="4" style="width: 265px;" |  
 
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Attach the report by one job type or all job types.
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Attach the report by one job type or all job types.
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| style="width: 446px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | [[File:CustomForms FieldList 1400x296.png|Custom Field List]]
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| colspan="4" style="width: 265px;" | [[File:ExtForms2.jpg|ExtForms2.jpg]]
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Attach the report by one job type or all job types.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;14 Fields Types
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Attach the report by one service type or all service types.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Custom row size for memo fields
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Collect data on the form by Job, Work Order or Dispatch Card.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Custom decimal places for numeric fields.  
 
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Latest revision as of 11:50, 11 July 2024

To access External Forms Management, select the setup COG > Setup > Job Setup > Item Maintenance
Use the External Forms feature to create and manage custom forms.  Custom fields must be created before they can be added to a form.
 Attach the report by one job type or all job types.
 Attach the report by one service type or all service types.
 Collect data on the form by Job, Work Order or Dispatch Card.
       
ExtForms2.jpg
 
 14 Fields Types
 Custom row size for memo fields
 Custom decimal places for numeric fields.