How to Customize the Sample Timesheet

How to Customize the Sample Timesheet

Customize the Form Template

1. Download the Sample Timesheet Form Template from the Admin Portal (Admin > Form Templates).  The eForm file is also attached to this test article for your convenience.



2. Open the Sample Timesheet eForm in Forms Designer.

3. Rename the form by opening Form Properties and changing the Form Name to your desired timesheet 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. Save your updated timesheet eForm then upload it to the Admin Portal (Admin > Form Templates) to replace the Sample Timesheet with your customized Timesheet.


For more details on how to use Forms Designer, see our Forms Designer Quick Start Guide.


Update the Drop-Down Values

1. Download the F2B Sample Timesheet Data File.xlsx Form Data File from the Admin Portal (Admin > Form Data Files). The form data file is also attached to this article for your convenience.




2. Open the file in Excel to edit the drop down values available in the timesheet. 
Warning: You cannot change the sheet name or the header names (highlighted in yellow). The drop-downs in your forms will no longer pull the data.      


The following table contains all of the drop-down regions in the form and which sheet/column they are pulling data from.

Region Name
Sheet Name
Column
Page1@JobNumber
Worksite
ID
Page1@WorksiteLocation
Worksite
Worksite
Page1@Supervisor
Supervisors
Name
Page1@SupervisorID
Supervisors
ID
Page1@EmployeeName1 - 15
Employees
Name
Page1@EmpID1 - 15
Employees
ID
Page2@EquipmentName1 - 13
Equipment
Equipment
Page2EquipmentID1 - 13
Equipment
Equipment ID

3. Save your updated Form Data File with the exact same file name (F2B Sample Timesheet Data File.xlsx) and upload your updated file to the Admin Portal (Admin > Form Data Files) to replace the sample data with your company's data.


For more information on how to manage Form Data Files, see our article on Form Data Files.