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Table of Contents exclude Contents
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Making Adjustments on the Custom Form
Use Microsoft Word to create the Form Template. Often the template is already an existing paper-based form or Microsoft Word-based document. Think of the Form Template in terms of a pre-printed form that is ready to be filled out by a User. The Template must include all static information, just as a pre-printed form would – for example, the document title, business details, headings, etc.You can make adjustments to your Custom Form such as adding questions, making formatting changes, adding the capability of taking more photos, adding options to add more signatures, etc.
1. You can do this by going to Advanced → Custom Forms and click View beside the Custom Form Name which is basically the form that you need to update.
2. Click Download Template and it will download the Word Document file which you can edit or or make formatting changes.
NOTE
The Form Template must always be saved in the .docx Microsoft Word format. The example below is an original form.
1.1 For each Field within the Form Template that the User is required to action, you must create a Field Code. A Field Code can consist of any alpha-numeric text combination that you wish, and must be enclosed in Braces. Braces, or Squiggly Brackets look like this: { }
2. Creating a Check-Box for Yes/No and Multiple-Choice Responses
2.1. If working with an existing Microsoft Word document, delete the existing Check-box (if applicable)
2.2 Place the cursor where you wish to create a Check-box and choose the Developer Tab in the Ribbon.
2.3 Click the Check Box Content Control
A new Check-box will appear in the location where you positioned the cursor.
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2.4 Click the Check-box and then choose Properties from the Developer Tab. The Content Control Properties pop-up window will display.
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2.5 Enter the Field Code into the Tag text box (A). Note that for Check-boxes you do not need to include the enclosing Braces. When ready, click the OK button.
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If our example was multiple-choice, our Field Codes could look something like:
Main Code: pcon
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Option B: pcon_Barries
Option C: pcon_Warning signs
3. To enter a Signature or Capture/Attach a photo:
3.1 Insert a sample picture in the Field where you want the Signature or Photo to display by placing the cursor in this Field and choosing the Insert Tab in the Ribbon.
3.2 Click the Pictures icon. The Insert Picture pop-up window will display.
3.3 Locate your placeholder picture and click the Insert button. Your placeholder picture will now be inserted into the Form Template.
3.4 Right-click on the placeholder picture you just inserted and choose Format Picture from the pop-up menu. The Format Picture slide-out menu will appear at the side of the screen.
3.5 Select the Layout and Properties icon (A), click on Alt Text (B) to expand the Alt Text menu and then enter the Field Code into the Title text box (C). Note that for Signature and Photo Fields you do not need to include the enclosing Braces.
When ready, click the X (D).
3.6 Once you have completed creating all the required Field Codes for the Form Template, save the template. IMPORTANT – Form Templates must be saved as the .docx format.
4. Adding Standard Fields
Standard Fields include information such as Job Number, Customer Name, Customer Address, etc. When you include Standard Fields in a Form Template, they will automatically populate from the data in Ascora when the Form is generated. This increases efficiency by saving the User having to enter information which is already available in Ascora.
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