Core TSIs : Work Orders : Work Orders - Field descriptions : Forms fields
Forms fields
Field
Description
Code
Enter a code for the form.
Name
Enter a name for the form.
Save file copy
Select Yes, to save a copy of the form to the location on your local disk as specified in the System settings > File locations.
Form
Select a mail merge report to be used when generating a form.
Save as PDF
Select Yes in order to save and send the mail merge document as PDF instead of its original file format. This only applies to forms in .rtf,.doc or .docx file formats.
* 
If this field is not available on your layout because of authorization settings, the form is saved in the original format.
User status
Select the order’s user-defined status to which the form applies. The form will then appear when you open the Forms pop-up for an order in this status.
The following fields only apply when emailing forms
Addressee
Select an addressee of the order template form. The addressee can be a person or address of an external requestor.
Copy to
Allows you to copy the form to other recipients.
* 
The Addressee and Copy to fields can be any field on the order referring to a person, address or external requestor, including Free fields or Free reference fields.
Sender's email address
Select the email address that should be used to send an email.
Reply email address
Select the email address that should be used when the user replies to a sent email.
* 
The Sender's email address and Reply email address fields will be retrieved from the following locations, in the priority order given below: •    Layout
•    Forms
•    Account settings
•    Property settings
•    Outgoing email settings
Add ticket name to email subject
If you click Yes, the name of the selected mail merge report will be added to the beginning of the email subject.
* 
The (print) forms on status change will only work if you have the appropriate authorization for this field.
Email subject report
The report contains information about the fields to be shown in the email subject. By default, the email’s Subject field contains the Code & Description.
* 
It is recommended to link a data-only report specifying the required content. For more information on data-only reports, see Reports > Creating data-only reports.
Save communication as
Select Communication log to save order forms/documents as communication logs. Order document is selected by default.
Communication log type
When you select Communication log in the Save communication as field, this field is enabled and you can choose the type of communication log that your form/ticket is saved to.
Default attachment – document 1/2/3
Specify the location of the document(s) to be attached to the email by default.
You can attach up to three documents.