Custom Design Your Own Form Templates with Fieldmagic’s Form Builder
A long-awaited feature in Fieldmagic has been the ability to generate custom forms that merge in your Fieldmagic data. The wait is finally over! We’ve just made available our brand new Form Builder in Fieldmagic.
The below steps provide an overview of how the new Form Builder works. Templates need to be designed in an Open Office Document Format ( ODF). We recommend downloading the LibreOffice, an open-source Word Processor, similar to Microsoft Word, which will allow you to design your templates. Fieldmagic provides a library of merge-fields to use in your template. Once done, simply upload your new template to Fieldmagic. Users can then select from a number of templates to use and download PDFs with your data nicely merged in!
What benefits does this give me as a customer?
A summary of the key features of the form builder include:
- Freedom to design your own forms for Quotes, Jobs, Customers, Sites, and many more modules.
- When designing your templates, you also have the ability to apply formulas, page breaks in your documents, apply general formatting, and the ability to carry out looping through related data e.g. bringing in Quote Line Items into your Quote template, Job Time Entries and Materials into a Job template, and many more.
Loading a New Template
The below screenshot shows how a new template is uploaded in Fieldmagic to be visible within a module for users to select. To upload a new template, you need to be an Administrator in Fieldmagic and be on the Enterprise Plan.
Selecting a Template to Download a PDF
To generate a new PDF, simply select from one of your templates to preview your document before downloading: