In v3.3 we added some new features related to forms, so we’ve got updated information on creating job forms.
What’s New?
- You can add an image to a list of values. In the video below, around minute 2:20, we add a form field for an edge profile. Instead of just adding the text, there are also pictures of each of the edges. These pictures can be used just as a preview or can show up when you print out a form for your employees and customers.
- Today’s date and time in static text fields. Around 3:38 in the video, you’ll see a new static text field being added. Now you can insert substitution text to show the current date and time. If you’ve ever wanted to print out today’s date on a form, this is how you’d do it.
Here’s a video showing examples of how to create a job form from scratch:
Bonus: You’ll also notice that at 4:45, you can just start typing the account name into the “Create New Job” box. This is a huge time-saver, and will save you lots of clicking through the entire list of Accounts.