How do I add fields to a table in PDF templates of orders?

Updated on November 6, 2020 05:31AM by Admin

The Orders App of Apptivo enables you to print your orders as a PDF. The PDF version can be customized as per your business purpose. You can also add fields to tables in the template. Let’s go through the steps to add a field to a table in the PDF templates of orders.

Steps to add a field to a table

  • Log into your Apptivo account and navigate to the Orders App. In the Settings page, go to Customize App → Print/Web Layouts from the left navigation panel.
Orders App

  • The Print/Web Layouts page appears. Create a new layout or open an existing layout.
Layout

  • On the Template page, navigate to the Drag and Drop Editor section.
  • Go to the Table section. There are already fields added to the table. You can add new attributes (fields) to the table.
  • To add a new field, say, the Supplier Name field in the Items table, drag and drop the Supplier Name attribute from the Palette section.
Drag and Drop Editor

  • Click on the field to view the Inspector tab. Here, you can configure the visibility of the fields.
  • Once the changes are made, save the changes.
Inspector tab