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

Updated on November 7, 2020 01:28AM by Admin

The Work Orders App of Apptivo allows you to print your work orders as a PDF. You can also add fields to tables or sections to the template. Let’s go through the steps to add a field to a table in the PDF templates of work orders.

Steps to add a field to a table

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

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

  • On the Template page, go to the Drag and Drop Editor section.
  • Navigate 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 Pricing field in the Products/Item Sold section, drag and drag the Pricing 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 them.
Inspector Tab

  • Go to the overview page of the work order and select the Print PDF button. Ensure that you have selected the configured template.

  • The new field is available in the PDF version of the work order.
Print PDF