How to Customize the Sample Expense Report

How to Customize the Sample Expense Report

Overview

Several sample Forms are loaded into each new customer's account to be used to explore various features of Mobile Forms. These sample forms can also be customized for your own use as needed..

Customize the Form Template

1. Download the Sample Expense Report Form Template from the Portal (Admin > Form Templates).  The eForm files are also attached to this article for your convenience.

2. Open the Sample Expense Report eForm in Forms Designer.  If you do not have Forms Designer installed, here is a link to the  Forms Designer Install Guide.

3. Rename the form by opening Form Properties and changing the Form Name to your desired form name.


4. Click on Export to export the page background as an image. Edit the background using any image editing software to insert your logo. Save your updated background image.


5. Click on  Replace  then choose  "Use Image File"   to replace the form background with your updated image.


6. Remove any buttons with extra Mobile Forms feature information by right-clicking on the button and choosing "Delete".
Note: The only extra information button on the Expense Report is "Workflow Example".


7. Save your updated eForm.
8. Upload your updated Form to the Portal (Admin > Form Templates) to replace the Expense Report Form with your changes.


If you wish to make further updates to the Expense Report form, please read the  Forms Designer Quick Start Guide for details on how to use the Forms Designer software.


    • Popular Articles

    • Mobile Forms iOS Install Via the Apple App Store

      Tutorial Video A tutorial video is also available and covers most of this material if you prefer to watch an overview of how to install the app. Accessing the Apple App Store There should be an icon for the Apple App Store on the home screen of your ...

    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing paper forms to be quickly converted to a smart E-form available to your end users via our mobile and web-based Mobile Forms applications. This ...

    • Portal 11.28.2023 Release Notes

      Overview Our release notes offer brief descriptions of product enhancements and bug fixes. We include links to the current articles for any affected features. Those articles will be updated shortly after the Portal release to include new ...

    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...

    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...