Creation of a new report template

To create a new report template, call up sub-item in the main menu under Field Service, . Click on . Now select the section "Service Report" and click on . To add another section, click again under "Service report". To remove a section, click on . If you want to move a section or a question to another position, click or .

You can change the title of the "Section" by clicking on . Enter the new name for the section and then hit save. It is possible to translate the title by clicking on "Edit translations", selecting a language and entering the translation.

After the report template has been saved for the first time, documents and QuickReports can be linked to the report.

Adding report questions

Select the "Section" area and click again. Clicking on the -button opens the list of report questions. You can create a new report question with or click on an existing question and import it with . You can add several questions to the section by clicking on several questions before confirming or by clicking on again. Then, if necessary, specify the response options (e.g. radio buttons, checkboxes, picklist) and save the information with "OK".

Adding images

On the left-hand side, switch from the section to and click on . For more information, see the article "Attachment of Documents".

If you have uploaded an image as a document, you can insert it into the report template. Then switch back to the section. Click on the desired "Section" and then on the icon. Click on on the right-hand side next to "Documents". Now expand the list by clicking on and then click on . Now select your desired picture from the list.

Adding QuickReports

On the left-hand side, switch from the section to and click on , to add a new QuickReport to the template. If there is already a QuickReport in the report template, select it and click . For more information, see the article "Edit QuickReports".

Adding react components

You can add react components to the report template using . To do this, you need to open the "React-template" by clicking on . Then fill the template with a script and save with .

Release report

Finally, save the created report template as a draft with the action or release the report template for immediate use via the actions or .