Requirements

  1. A PDF file containing the form template. The PDF must not:
    • Be larger than 300kb
    • Be password protected
    • Be encrypted
    • Have any information in the fields to be populated by Dataforce ASAP i.e. all fields blank

Creating a New Form


  1. Navigate to (Configuration icon) Forms Form Types

  2. Enter the form type details into the fields

  3. Click ‘Add Form’

Property Descriptions

  • Use the following table to fill basic information about a form type

    Property Description  
    Name The name of the form within the Dataforce ASAP system  
    Description A description of the form  
    Filename The file name of the form once generated
    This field can fill information with the following variables:
    • {job_id} - The job ID
    • {app_id} - The appointment ID
    For example: CustomerReport_{job_id}.pdf    		  
    Form Type A category for the form  
    PDF Template File The template for the form  
    Disabled An option to disable the form if not required anymore  
    Assigned Appointments An option to link forms to assigned appointments
    Normally a form is linked once its appointment is completed    		  
    Sort Order A method of sorting form types, 0 being the highest
    Tip: Leave a gap between sort orders, e.g. 10 then 20 rather than 10 then 11. This allows room for future changes    		  
    Data Providers Where information for the form is sourced  
    Valid From & Valid To A way of making forms valid between two dates
    Useful for maintaining previous forms while implementing new ones    		  
    Callbacks & Noshows These two settings will allow a form to be generated on each respective status in addition to the normal appointment  

Linking Forms

  • Use the following table to fill in more complex information about a form type as well as link a form to appointments and jobs

    Property Description
    Customer Type Link the form to customer types in this list
    Work Type(s) Link the form to work types in this list
    Client(s) Link the form to clients in this list
    Agent(s) Link the form to appointments whose field workers have agents in this list
    Activities(s) Link the form to appointments that have installed products in activities in this list
    Product Category(s) Link the form to appointments that have installed products in the categories in this list
    Question Answer(s) Link the form to appointments that have selected the answers in this list

Where to Next?