Creating Job Forms

Creating Job Forms

In v3.3 we added some new features related to forms, so we’ve got updated information on creating job forms.

What’s New?

  1. You can add an image to a list of values.  In the video below, around minute 2:20, we add a form field for an edge profile.  Instead of just adding the text, there are also pictures of each of the edges.  These pictures can be used just as a preview or can show up when you print out a form for your employees and customers.
  2. Today’s date and time in static text fields.  Around 3:38 in the video, you’ll see a new static text field being added.  Now you can insert substitution text to show the current date and time.  If you’ve ever wanted to print out today’s date on a form, this is how you’d do it.

Here’s a video showing examples of how to create a job form from scratch:

 

Bonus: You’ll also notice that at 4:45, you can just start typing the account name into the “Create New Job” box.  This is a huge time-saver, and will save you lots of clicking through the entire list of Accounts.

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