In a separate knowledge base article, we discussed how to create custom inputs for collection of data and their use in custom reports. In this article, we'll see how you can extend the use of these custom inputs to include them in your proposal, invoice, and work order documents.
Adding the Custom Input to the Document
Once you have created your custom input, it is automatically added to a collection of similar resource items and becomes available to be added within the respective document template. In this article, we'll look at adding a custom input of resource type line item to the work order document.
• Go to Admin >> Document Templates >> Work Order and click the Edit button. You will need to be logged in as an administrator in order to access the document template editor.
• If the template has been LOCKED, you will need to visit the Advanced submenu option and toggle the lock slider to OFF before you will be able to make your changes. Be sure to toggle it back to ON once you have completed your changes.
• When the edit page for Work Order opens, click on the Item List submenu option (left sidebar). NOTE: if you have created your custom input as a line item resource, you'll add it under Item List submenu option. However, if you have created your custom input as a job or visit resource type, you'll add it under the Additional Items submenu option.
• You can see that the Columns list already includes columns for item description and quantity... but you can add other items/custom inputs as well. Click the + Addbutton.
• It will probably default to the last value that was added, but you can click the dropdown and see all the other options which are available. Select your desired custom input from the list to add it as a new column.
• You can use the Preview submenu option to see how the new custom input column(s) will look in your work order. Click Preview, then type a job or visit number into the search dialog at the top of the preview screen. Select the job/visit to be viewed and allow the page(s) to load. NOTE: the template will attempt to divide the horizontal space evenly among all columns. If you need custom spacing, please contact SingleOps Support (firstname.lastname@example.org) for assistance.
• Once you've added your desired option(s), scroll down to click the blue Update Document Template button at the bottom to preserve your changes. Be sure to LOCK the template if it was locked when you started your edits. You'll need to save the document template AFTER you lock the template.