How to Customize the Sample Work Order

How to Customize the Sample Work Order

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. There are two versions of the sample Work Order form. Both versions have the same content but the layouts are designed for use on a tablet or on a phone.

Customize the Form Template

1. Download the Sample Work Order Form Template of your choice (tablet or phone) from the Portal (Admin > Form Templates).  The eForm files are also attached to this article for your convenience.



2. Open the Sample Work Order 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 work order 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 the buttons with extra Mobile Forms feature information by right-clicking on the button and choosing "Delete".
Note: The extra information buttons include: "How can I dispatch a Work Order", the "?" next to the Work Order region and "Invoice on Tablet"

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


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

Update the Work Order Numbering

The Sample Work Order Form includes two Unique IDs based on which Job Type is selected. If "INSTALLATION" is selected, the Work Order number is populated with the next number from the INSTALLATION Unique ID queue with the format of INSTALL000001. If "REPAIR" is selected, the Work Order number is populated with the next number from the REPAIR Unique ID queue with the format of REP000001.

For more information on modifying how the Work Order number is populated, see the article on  Unique ID Regions in the Forms Designer User Guides.
For more information on how to create a new Unique ID or how to edit the Unique IDs formatting, see the article on  Managing Unique IDs in the Portal.

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