Before you start, it's a good idea to watch this video on creating custom reports
Use this template for the exercise:
To create a custom report, go to the Documents tab of the platform, choose the form Engine maintenance walkaround
- Open the Custom Template tab.
- Download the custom reports configuration file
An Excel file is downloaded with all the tags of our form.
We are going to make a custom report using a Word file. In the data section of the downloaded configuration file:
Copy the corresponding answer tag to the task Name, and paste it into the Word file in front of the same question.
Continue filling the Word File up to the task named"Evaluate the cleanliness of the engine, give a score from 1 to 5"
If we want a specific image size we can find documentation in the special cases section. The different photo formats are explained inside. For example, to set the photo format with a fixed width of 200px and a proportional height, the format should be similar to this one:
## image_8rH2aQc0: picture-200x ##
Continue filling in the remaining tags in the form
The Signature brick works like the Image brick, so you have to think about adding ": image" at the end of the tag.
It is possible to also use these tags for questions. This is useful if a question tends to change in the form and you do not want to update the Word file with each change.
- Part 4
Now that the Word file and set up well, you have to import it.
- Save the file
- Return to the Ermeo platform on the document "Engine maintenance walkaround"
- Open the tab "custom report"
- Click on "Import a custom report"
To go further
- Return to the form "Engine maintenance walkaround" and open the studio.
- Click on the brick 4.3
- Edit by clicking on the pen
- In Template, choose the name of the report
Complete the form and check your emails to ensure that the personalized report has been sent.