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Downloading your Custom Form template
You can make adjustments to on your Custom Form such as adding questions, making formatting changes, adding the capability of taking more photos, adding options to add more signatures, etc. Follow the steps below when you want to make adjustments on your custom form.
1. You can do this
In this user guide, we will cover the following scenarios.
- Making formatting changes
- Adding a signature field
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Downloading Custom Form Template
1. Download your custom form by going to Advanced → Custom Forms and click View beside the Custom Form Name which is basically the form that you need to update.
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2. Click Download Template and it will download the Word Document file which you can edit or make formatting changes or content changes.
Making Adjustments on your Custom Form Template
1. Open the Word Document template that you've downloaded and make the necessary adjustments. Please note that there are two types of adjustments that you can make;
Formatting Changes - such as changing the look and appearance of the form, making the font size bigger or smaller, adding logos, or formatting some tables.
Note: When you make formatting changes on the custom form, you won't need to make adjustments In Ascora web Custom Form area. After making the formatting changes, all you need to do is to re-upload the form into Ascora.
Content Changes - such as adding more details, adding another set of information in a table or in a form of checklist, or perhaps adding an area for more signatures or more photos.
Note: When you make content changes on the custom form, you will need to make adjustments In Ascora web Custom Form area.
Formatting Changes
1. Access the Word Document file and make the necessary formatting changes.
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Note: If you navigated away from the Custom Form page, you can go back by clicking Advanced → Custom Forms and click View beside the Custom Form Name that you are editing then click Upload New Template.
Testing your Custom Form on your Mobile App
Make sure to do synchronisation first before running the testing.
1. Access your job from the mobile app.
2. Navigate to Custom Forms tab and tap the + button.
The form that appears should already be the updated version.
3. Click Generate and it should create a PDF version.
Remember not to use a draft or previously saved custom form to do the testing. Always tap the + button to test a new one.
uploading updated custom can test it by accessing your mobile app, make sure to synchronise first, and access a job then go to Custom Forms tab.
Note: If you make changes to the forms on the website, on the app after synchronisation, you will need to reselect the form as if you are filling in a new form. Do not use back the same form that you previously saved which will normally show on the screen as a line item as this will not be updated with the latest adjustments. In a real scenario, you do not want your previous forms completed and saved a few days or weeks ago to have the latest adjustments which was not applicable previously. |
Content Changes
Access the Word Document file and make the necessary content changes.
In this example, we will make conent changes a content change by adding a signature field. Other content changes that you can make are adding fields to add photos, creating a checklist or task list, etc.
1. To add a signature, you need to insert a Signature placeholder which could be an image file by going to Insert → Photos → then select your signature or image place holder.
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6. Enter the Field Name, Field Code, and select Signature as your Answer Type and click Save.
Testing your Custom Form on your Mobile App
Make sure to do synchronisation first before running the testing.
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1. Access your job from the mobile app.
2. Navigate to Custom Forms tab and tap the + button.
3. The form that appears should already be the updated version.
43. Once you access the custom form from a mobile appis displayed, you would be able to add your signature.
Click Generate to proceed and it should create a PDF version.
Remember not to use a draft or previously saved custom form to do the testing. Always tap the + button to test a new one.
| Note: If you make other changes such as adding a field to add a photo, you can just follow the steps above but this time, assign a unique field code. You can then go back to Ascora Custom Form area and add a New Question and select the answer type as Photo. |
List of Answer Types that you can select when creating or adding a Custom Form question
NUMBER – restricts User input to numeric values only
TEXT – use for short, alpha-numeric answers. For example, a Task Name or a short answer
MEMO – use for questions which require longer answers
DATE – use for date entry fields
MULTIPLE CHOICE – use for Yes/No or multi-choice questions. When selected, an option list will display for you to enter the available options for te User to choose from (eg, Yes, No, etc)
MULTIPLE CHOICE, MULTIPLE ANSWER – works in a similar fashion to Multiple Choice however the User is able to select more than one of the available options
SIGNATURE – use to capture and insert a Signature
HEADING – choose this Answer Type for all company names, logos, document titles, headings, etc
PHOTO – used to capture and/or insert images. The user will have the option to take a photo using the mobile device, or attach a photo that already exists on the mobile device.
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