Upload Images and Files to Custom Forms
Custom Forms are documents that are completed on tickets to ensure that the sales/repair process is thorough and complete. A few examples of forms that can be created are:
- Repair Intake Forms
- Device Condition Forms
- Pre/Post Repair Checklists
Custom Forms include the feature of uploading images and/or files when submitting the form. This allows techs to upload photos of a device during any stage of the workflow, as well as upload any additional supporting documents that may be relevant to the ticket.
Note: RepairQ provides cloud storage for uploading images and files for all plans at no additional cost. Users receive a limited amount of storage, based on their subscription — Essential (10GB), Advanced (50GB), and Professional (100GB).
- Introduction to Custom Forms - Start Here!
- Custom Forms: Field Groups and Form Fields
- Creating and Working with Custom Forms
- Custom Forms: Capturing Electronic Signatures on Forms
Creating a Custom Form with Image and File Uploads
1. On the Navigation Bar, go to Settings -> Location Settings.
2. On the Settings Overview screen, click the Tickets category on the left column. From the expanded list of options, click Custom Forms.
3. On the Custom Forms page, click Add Custom Form.
4. Start building your custom form. Take note of the Location ID, as a form can be created for all locations or a single location. For the Object Type field, we recommend selecting all ticket types, so you have the ability to upload files for any ticket situation.
Note: We also recommend setting the Required When dropdown to Never, because you may not want images required for every ticket.
5. Once you are satisfied with your changes, click Save field group settings.
6. After saving your form, a Form Fields section will appear at the bottom of the page. Click the Select field to add to the group dropdown box and select Image to add a field for image uploads on your form.
7. On the New Image Field pop-up, name your field and add a description of the field. If you would like to print images uploaded on the form, make sure to click the checkbox next to Print Visible?. Additionally, make sure the checkbox next to Active? is selected, then click Save Changes.
8. Back on the Form Fields section, add another field and select File to add a field for file uploads on your form.
9. On the New File Field pop-up, name your field and add a description of the field. If you would like to print files uploaded on the form, make sure to click the checkbox next to Print Visible?. Additionally, make sure the checkbox next to Active? is selected, then click Save Changes.
10. The Form Fields section of our Custom form is now complete. They will be visible at the bottom of the form page. You can click Preview Form to get an idea of how the form will appear on a ticket.
Upload an Image to a Custom Form
1. Create a new ticket. While you are on the ticket edit screen, there will be a Custom Forms section where your form will be visible. Under the Actions column, click the Edit Button to fill out your form.
2. On the File Upload pop-up, drag and drop your images and files into the form, or click the Browse Button to search your computer for the images and files you wish to upload
3. The uploaded image/file will show as a preview on the pop-up screen. When you are finished uploading files, click Save & Submit. You will be directed back to the ticket, where you can see that the form is now in Submit Pending status.
Note: You can click Save Draft if you would like to save the form as a draft if you need to add additional files/photos before submitting the form.
4. After saving or progressing the ticket to a new status, the form will save as Submitted status. You can view or print the images/files from the Ticket View Screen by clicking their respective button next to the form.
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