You can choose which form fields to display in the PDF reports, making it possible to control the level of information that is sent to your clients.
In this guide, we will show you how to choose which field to show on your reports.
Steps To Choose Which Form Fields Appear in Reports
1. Log into your account at app.onetrace.com
2. Choose the Projects tab using the left navigation bar.
3. Click the project of your choice.
4. Click the Project Setup button.
5. Choose Forms from the menu.
6. Click the Form you wish to work on.
7. To Edit a field, click on the name of the field.
8. Select Advanced Options.
9. You can choose whether or not you want this field to show on your reports by switching this button on or off.
You can choose one of the following options:
Always show
Only show when the field has been filled in
Never show (To hide it altogether, turn off the option using the switch)
10. Click the Save Changes button.
11. Alternatively you can access and edit forms through your Library. To do this:
12. Click Library in the main left-side navigation pane
13. In the Library screen click Forms
14. In the Forms screen click to select the form you need to edit. Then follow steps 7 to 10 above.
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