When creating Blank Paperwork for ServiceTrade you will need to access PDF Field Names for Jobs, Services, and Assets.
This article will walk you through locating and formatting these Fillable Field Names in your ServiceTrade account.
Video Walkthrough
Starting at 4:15 minute this video walks you through both locating and using the Fillable Field Names when creating Blank Paperwork.
How to Access Fillable Paperwork Fields
- Click My Account.
- Then click Blank Paperwork.
- Click Show Fillable Paperwork Fields.
This opens the Fillable Paperwork Fields Menu that shows a list of general, Job specific Fillable Field Names and their corresponding Job Information.
- Locate the correct PDF Field Name in the right column, based on the corresponding information in the left column.
- To learn how to use these fields to create Blank Paperwork follow this link.
How to Access Fillable Fields for Specific Services
The Fillable Paperwork Field Menu by default lists Job specific Fillable Paperwork Fields
- Follow Steps 1-3 on How to Access Fillable Paperwork Fields to open the Fillable Paperwork Fields Menu.
- Click the Fillable Fields for Specific Services link to open the Fillable Paperwork Services Specific Fields Menu.
- Locate the correct Services Field Name in the right column, based on the corresponding information in the left column.
How to Access Fillable Fields for Specific Assets
The Fillable Paperwork Field Menu by default lists Job specific Fillable Paperwork Fields
- Follow Steps 1-3 on How to Access Fillable Paperwork Fields to open the Fillable Paperwork Fields Menu.
- Click the Fillable Fields for Specific Assets link to open the Fillable Paperwork Assets Specific Fields Menu.
- Click the Asset Type drop-down and select the preferred Asset Type you want to display Form Fields for.
Only Assets Types that have been selected in your Account Settings will be displayed.
- Select the Assets Field Name in the right column, based on the corresponding information in the left column.
If you need multiple of the same Asset Type Fillable Fields on a PDF read the section below.
How to Format Multiple Fillable Field Asset Instances
All assets at a Job's Location are available to be prefilled into Blank Paperwork for any Job at that Location, not just the assets serviced on that Job.
You'll notice that all of the Asset Type PDF Field Names have a number 1 in the field name. This 1 represents the first Asset instance. See the below Image.
On a ServiceTrade Location, the Asset Type Instance is determined by the order of that Type of Asset on the Location's Page. See Below Image.
To refer to a different asset instance, change the number 1 in the "-1-" part of the PDF Field Name to the number of the asset instance for which the data should be prefilled.
Example: If you wanted to list Location In Site for multiple Portable Fire Extinguishers, then you would change the numbers in the field name,
"servicetrade_job_assets_extinguisher-1-location_in_site"
to match the asset instance you want to appear on the Blank Paperwork. See the image below:
Then you would just name the applicable fields on your PDF (in your PDF editing software) with the fillable fields.
How to Format Subasset Fillable Fields
The format structure for a Subasset fillable field is as follows:
"servicetrade_job_assets-[Asset Type]-[Number Position of Asset]-subasset-
[Subasset Type]-[Number of Position of Subasset]-[Subasset Field]"
Example:
A field named:
"servicetrade_job_assets-extinguisher_group-1-subasset-extinguisher-2-manufacturer"
- Asset Type = extinguisher_group
- Number Position of Asset = 1
- This would be the 1st extinguisher group Asset listed at the location
- Subasset Type = extinguisher
- Number of Position of Subasset = 2
- Subasset Field = manufacturer
This will display the manufacturer of the second extinguisher associated with the first extinguisher group Asset at this Location.
Use this link for more information on how to find Asset types lists in ServiceTrade.
If you have additional questions about us providing support with your PDF blank paperwork, please reach out to our Customer Support.