Forms

This section allows users to generate a variety of HTML based forms for work orders which can be applied to single work order or a shipment:

The HTML based forms are designed in Admin -> Form Definitions

Select the name of the form from the drop-down list to open it for printing.

Select the filter type from the Filter drop-down and the name of the entity.

Customer Access: Enable if selected form should be accessible by Customers as well.

Signature Authorisation: It will be enabled only if Form supports Signature and User has a signature uploaded. This will require to enable before generating form.

Generate

Click on the 'Generate' button to download the form. But before generating, the form gets converted to a PDF file. The reference number of the form, the user ID of the user downloading it, the work order number and local time and the date of creation of the form is inserted in the PDF.

Email

Click on the 'Email' button to download the form. As stated above, the form gets converted to a PDf file along with the reference number of the form, User ID of user, the work order number and local time and the date of creation of the form are inserted in the PDF. The window is displayed below

Load & Save

While previewing the form, this section allows to save and load data in its current and previous state.

Check box the recipient to whom document is to be emailed. Subject and compose message can be customized as per requirement.

The downloaded form gets attached as a document to the work order and appears under the Documents tab in the work order.

Note

1. While emailing document, check-boxes are enabled if the respective entity/recipient is selected against the work order.

2. Option 'Share form on access T/D' is already checked if the form is designed at shipment level. This can only be checked or un-checked for work order based forms.