Report Viewer
Introduction
Use the Report Viewer to run FX Reports and attach them to records.
For the latest changes, see Report View release notes.
Prerequisites
| User Licenses Needed | Permissions Needed | Before Continuing Complete These Tasks |
|---|---|---|
PDF Reports
The Report Viewer displays as follows when you run a PDF report.
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Click Edit to enable Edit mode and display a page of items you need to complete on the report.
Figure 2. The edit button as seen in a report preview before enabling edit mode -
With Edit mode enabled, you can:
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Click a signature line to capture a digital signature.
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Click an image placeholder to attach an image.
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Click Edit again to disable Edit mode and save your changes.
Figure 3. The edit button as seen in a report preview after enabling edit mode -
Click Add to finish and attach the report.
Figure 4. The add button as seen in a report preview
Running FX Reports
Step-by-Step Guides
FieldFX Back Office
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Open the record.
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Click the report’s button.
Figure 5. Click the button for the desired reportA print preview displays
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(Optional) Add a signature to the report:
If you are going to use a Topaz signature pad to sign the report, connect the signature pad to your device before clicking the signature line.
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Click the signature line.
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Draw a signature.
Click the Delete button to clear the capture and try again.
Figure 6. The gray circle with the black X in the middle is the Delete button -
Click Save.
Figure 7. The Save button as seen in a report preview
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Click Add to attach the report to the record.
Figure 8. The add button is a green circle with a white plus symbol
FieldFX Mobile
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Open the record.
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Select Reports on the sidebar.
If the report you want to run doesn’t display, select Show All and select the report on the sidebar.
Figure 9. Tap the Show All button to display additional reports. -
(Optional) Add a signature to the report:
If you are going to use a Topaz signature pad to sign the report, connect the signature pad to your device before clicking the signature line.
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Tap the signature line.
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Draw a signature.
Tap the Delete button to clear the signature and try again.
Figure 10. The gray circle with the black X in the middle is the Delete button. -
Click Save.
Figure 11. The Save button as seen in a report preview
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Click Add.
Figure 12. The add button is a green circle with a white plus symbol -
(Optional) Print the report:
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Select Print.
Figure 13. Tap the gray button with the printer icon to select from a list of printers connected to the device -
Print the report on a printer connected to the device.
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Select Save to attach the report to the record.
Tap the blue circle with the white check mark to Save the report to the record
Viewing FX Reports Attached to Records
FieldFX Back Office
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Open the record.
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Locate the report in the attachments list.
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Click View.
Set Active checkbox in AppSetting > ReportAsFiles
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From Setup, enter
Custom Metadatain the Quick Find box. -
Select Custom Metadata Types.
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In the AppSetting row, click Manage Records.
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In the AppSetting section, click Edit in the ReportAsFiles row.
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In AppSetting (Managed), click Edit.
Only certain attributes can be edited. Since it is managed, you can only edit the Protected Component, Active, and Value fields. All other fields locked. -
In AppSetting Edit,
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Click Edit.
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Select the Active checkbox.
If the Active checkbox isn’t present, you will have to edit the layout and add it. You only have to do this once.
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In AppSetting (Managed), click Edit Layout.
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Find the Active button.
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Click and drag it down to the AppSetting Sample section to just above the Value field.
Active with a checkmark appears.
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Click Save.
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For the Value, select True.
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Click Save.
