How do I format my forms so they are easier to read when printed?
If your customers or crews find your forms difficult to read, it is worth spending some time reformatting your Form Templates and/or Activity Packets.
Here's one example of a printed Job Form that uses shading, font color, and extra white space to make a printed form easier to read and more professional looking.
The key to formatting is trial and error - and learning to understand the Edit Form Field dialog box.
- Use the Display Name field if you want to label the field differently in the form than the field is actually named in your JobTracker. For example, JobTracker might call a field "Account Address" but you might want it to read "Primary Contact."
- If you want a field to take up more space across the page (like the Job Name in the example above), make the Field Width greater than 1.
- If you only want to see a field when the form is printed - but you don't want it to take up space when you're looking at the form within the Job Details window - check Show only on printable view.
- To format the field itself - e.g., the outline of the box, the color & thickness of the outline, etc. - click the Cell button and then make formatting selections below.
- To format the field label - e.g., make the background gray, change the font color, etc. - click the Label button and then make formatting selections below.
- To format the information that appears inside the cell - e.g., change the font size or color and add italics - click the Value button and make formatting selections below.
- To remove the box around the field altogether, click the Cell button and then set the Border to zero.
Let's look at a couple of examples. First, go to Job>Edit Settings and click the Forms button to select the form you are going to edit. For details on creating a form, see Related Articles below.
How do I get the red, bold text in the Job # field?
Click the field for Job Number and choose Edit.
How do I create blank white space between sections?
1. Insert a Static Text field, but leave it empty.
2. Drag and drop the field to where you want the blank area.
3. Next click on the field and choose Edit Field.
4. With the Cell button selected, set the Border to zero. (As in Step 7 above.)