Form Builder - Checklist and Addendum Table Blocks - Invoicing
Purpose
- The purpose of this Knowledge Base Article is demonstrate how to add a Table using the Form Builder.
- These instructions include the Checklist and Addendum Tables in the Invoicing Form Builder.
Video
Instructions
1. Create a new form or select edit to edit an existing form.
2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.
3. Select Checklist or Addendum Table from the dropdown menu.
4. Tune Options:
- Move up and down
- Delete (select the X 2 times).
5. The Checklist Table will display when the default answers to show on the printed/emailed report in the Inspection Type > Forms tab are set.
- Default answers can be manually selected when printing or emailing the report.
6. Checklist answers can also be selected when viewing the print page in an Inspection Record.
7. Example Form displaying the Checklist Table and Addendum Table.
- Note: The table blocks will only appear in the printed form if there is data in the respective blocks and the Inspection is linked to the Invoice.
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