Tuesday 7 April 2020

Redesigned Form Definitions

Form Definitions in TrakIT are used to create HTML based forms and templates for generating a variety of documents for work orders, reports, invoices and many other uses. Previously, the form definitions page was within the Master Tables page and the editor layout was not optimal.

The Form Definitions page has now been re-designed as a separate page under the Admin menu. Forms have been divided as per the group they belong to.

Clicking on the form displays a preview/details of the form.

The Form preview displays an approximate layout of the form along with codes of fields that will be substituted with real data. The 'Workflows' tab displays a list of the workflow that the form is available in (applicable only for Work Order and Shipment forms). Global forms are automatically available in all workflows.

Clicking the 'Open Editor' button displays the Form Editor in a side-by-side format so you can preview the form on the right as you type in the HTML editor on the left.

Forms support dynamic and complex calculations as well (using Javascript coding). Please contact TrakIT Support if you need assistance in designing or creating forms for your organisation or workflow.