Creating a template form

Core TSIs : Work Orders : Generating forms : Creating a template form

In a template form you add data that is required for generating an order form. For example: the addressee and the mail merge report to be used.

Prerequisite

• A mail merge report must be defined in Report Manager. This mail merge report must be created using a template file in any of the Planon ProCenter supported formats, such as, .html, .rtf, .doc or .docx, containing the merge codes.

For more information, see Report Manager (creating mail merge report definitions and template files for forms).

While creating a template form, you can also attach up to three files to be sent with the email by default on completion of a particular type of request.
For example, a service desk manager can create a template form with up to three default attachments that will be sent with an email on completion of the request made by the user.

Procedure

1. Create a mail merge report via the Report action in Work Orders .

For more information on creating mail merge reports, refer to Report Manager.

2. Click Add form on the action panel. The Forms dialog box appears.

3. Click Add on the action panel.

You can also copy the existing form using the Copy action on the action panel.

4. Complete the fields in the dialog box. For more information, refer to Forms data.

5. Click Save. A new template form is created.

The values specified in the Addressee and Copy to fields are derived from the corresponding order. For example, if the addressee is an internal tradesperson, the Internal tradesperson field on the Miscellaneous tab of the order should contain a value, otherwise you cannot email the form.