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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| 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;" | <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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| 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;
 
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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.