Form Builder - Custom Field Block
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to how to add a Custom Field Block using the Form Builder.
- These Instructions apply to the Form Builder in the Invoicing Module.
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 Custom Field Block under the current Block.
3. Select Custom Field from the dropdown menu.
4. Select tune, then "+" to add Custom Field Block(s) to your form.
5. Select the Custom Field to print on the form from the dropdown list.
- NOTE: A Permit has to be linked to the Invoice and data has to be present in the Custom Field to render on the print page.
6. Example Form with the Custom Fields selected printed:
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