Report View

Source: This article refers to Report View

In a Nutshell

The Report View feature, allows you to view and enter checklist details directly into the PDF report, making for an intutive checklist experience.

Supported Clients

Client Supported Release
iOS 5.90
Android 6.1.0
Windows -

Enable Report View

In order to use the Report View feature, you must check the Enable report view feature option as pictured below:

A Closer Look

Checklist Elements

The following checklist elements can be applied to a PDF form in Report View.

For additional details on checklist details, refer to the following guide.

Element Name Description
Subchapter Subchapters become very useful for complex or lengthy scenarios.
Label Can be used to organize and define sections.
Table A powerful table element. Users can include any element type to align with business requirements and customer needs.
Drop-down menu Create and define a drop-down menu.
Number Input A field for numerical entries.
Attachment To add attachments such as images and other files.
Attachment Picker A more powerful attachment element.
Calculation Allows users to run a pre-defined calculation.
Checkbox Keeps the checklists moving from start to finish.
Picker a scenario-based drop-down menu.
Series like a template within a template. The Series element allows users to combine all elements together to guide specific scenarios or actions that may occur.
Status A user-defined status field. This can be very useful for follow-up activities.
Signature An essential component of every checklist.

Report View Settings

The Report View Settings option provides additional control over the apperance and position of checklist elements that overlay a PDF form.

The following details can be viwewed in this tab:

Setting Description
Color Color picker. The display color of the checklist element.
Page Number Read-only. The page number on which the checklist element is located.
Font-color The font-color of the text entered/displayed in the checklist element.
Font Size Read-only. The font size of the text entered/displayed in the checklist element.
Width Read-only. The width of the checklist element.
Height Read-only. The height of the checklist element.
Top Read-only. The position relative to the top of the page of the checklist element.
Left Read-only. The position releative to the left of the page of the checklist element.

Report View Workflow

Import Template
The first step is to select the Add New Template option and choose a PDF form to import.
Add Checklist Elements
Next, you will drag and drop the corresponding checklist elements over the PDF form.
Release Checklist
After adding all required checklist elements to the form, you can then release it.
Checklist Instance
Now, the template can be used as a checklist instance in Workforce Management or iOS.

Import PDF Form

Note: Only PDF-format documents can be imported and edited using the Report View feature.

When the form has been successfully imported, you will be redirected to the Report View of the Template Designer:

Add Checklist Elements

After a PDF form has been successfully imported, you can then drag and drop checklist elements into the corresponding sections of the form.

By double-clicking on the checklist element, you can then give a title, enter predined text (such as a prompt for the technician completing the checklist), or add additional nuance to the field in the Advanced Settings, where you can, for example, apply a visibility condition:

Note: Refer to the following guide for more information on Basic and Advanced Settings for checklist elements.

Once you’re finished, your template will look something like this:

Release Checklist

After you have completed dragging and dropping checklist elements onto corresponding fields, you can then release it by clicking on the status indicator and selecting the release option:

Next you will need to decide what to do with other versions of the template (if other versions exist):

Finally, you can go ahead and release it.

The PDF form template will now be available for use in the iOS application.

Viewing on Mobile

Attention: The “Report View” feature is currently only available for iOS and Android.

The “Report View” version of the PDF form can then be viewed and completed from the iOS app by completing the following:

Select the checklist that has been created using the “Report View” feature:

You will then be redirected to the checklist, where you can click on highlighted fields and enter information:

When a field is clicked on, the application will use the same data entry features used in the standard checklist tool:

Once completed, you can save the checklist instance, and even have the customer sign on the same form.

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