How to create a Custom Form

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FieldEdge allows you to create your own unique check list, form, or document. Learn how.

Detailed steps

1. In FieldEdge, click Settings | click Custom Form.

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2. In the top-right of your window, click Add Custom Form.

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3. Provide a name to represent the form.

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4. Next, select a Form Type which will determine if the form is associated to a particular Task(s) type or Equipment(s) type.

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5. Then, using the Associated with section, select any designations you wish to associate with the form.

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6. Use the Description field to provide an explanation of the form.

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7. Using your mouse, click and drag Form Elements into the Form Layout field.

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8. Provide the details of your Form Elements in the Form Layout section.

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Optional. Print/Email Settings can determine if a copy of the form will be included with the customer's invoice email. You can also Preview the current form.

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9. Lastly, when finished, click Save.

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