This guide aims to demonstrate how to incorporate custom fields into your PDF reports, tailoring them to your business's specific requirements or your clients' preferences. Custom fields allow you to enhance your PDF reports with dynamic and pertinent information.
1 - Add Custom Fields:
Navigate to Settings > Custom Fields > + Add a Custom Field.
Provide a name for the field.
Specify the module linked to this field.
Choose the type of field (text, numeric, etc.).
Optional: Click on Display Options to include additional elements in the form.
2 - Integrating Custom Fields in PDF Reports:
Go to Settings > Report Generator > Custom Reports.
Select the relevant report and enter edit mode.
Access the options menu for the personalized text section.
Click on the 'i' icon.
Locate the custom field previously created and copy its reference enclosed between asterisks (e.g., FIELD_000000).
Paste the reference into the text field (or HTML code).
When creating a job order for a customer, fill in the desired values.
The generated job report will display the personalized field along with the corresponding entered value.
