Difference between revisions of "External Forms Management"
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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> Attach the report by one job type or all job types. | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> 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]] | | colspan="4" style="width: 265px;" | [[File:CustomForms FieldList 1400x296.png|Custom Field List]] | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> 14 Fields Types |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Custom row size for memo fields |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Custom decimal places for numeric fields. |
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Revision as of 13:41, 5 July 2023
| External Forms Management | |||
| Navigation | |||
| To access External Forms Management, select the setup COG > Setup > Job Setup > Item Maintenance | |||
| Overview | |||
| 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. | |||
| Custom Field List | |||
| • 14 Fields Types | |||
| • Custom row size for memo fields | |||
| • Custom decimal places for numeric fields.
| |||
