Editing the Report Template (Field Design)

Opening the Edit Template Screen

You can freely design the fields of the daily report (what people write) on the "Edit template" screen. Managers and admins reach it by opening "Report template" from the "Manage" tab. Changes apply from the next report, and submitted reports never change.

Adding a Field

1. Tap "+ Add a field".

2. Pick the type of field to add. There are 9 types:

   • Text: a free-text box (you can set an example and a character limit).
   • Choice: pick from options by tapping (single or multiple).
   • Checklist: tap to check off items.
   • Numbers: a numeric entry field. Shows up automatically on the KPI screen.
   • Calculation: automatically computes a sum, difference, product, or ratio from other numeric fields (the writer never enters it directly).
   • Repeating rows: a line-item table you add rows to (site visits, deliveries, and so on). Numeric columns are rolled up automatically.
   • Rating: record a subjective rating with one tap using stars or a slider.
   • Photos: attach photos from your phone.
   • Time clock: one-tap clock-in, clock-out, and break. Hours worked are calculated automatically.

   Calculation, repeating rows, rating, and time clock fields are not copied forward by the "copy from yesterday" feature.

3. Enter a "Field name" and, if needed, turn on "Required to submit".

4. Open "Advanced (hint, example, character limit)" to set an input hint, an example, and other settings — the available options vary by field type.

5. Tap "Save" to apply. A template can have up to 20 fields.

Editing, Reordering, and Deleting Fields

• Use "Edit" on each field to change its name or settings. The field type can't be changed later. To switch types, add a new field instead.
• Use "Move up" and "Move down" to change the order.
• When you tap "Delete this field", the confirmation says "Past reports keep it — it just stops appearing on new reports". Content in already-submitted reports stays intact.
• If you delete a standard field from an industry preset, you can always bring it back from "Bring back removed standard fields".

Entry and View Settings (for Inspections and Checklists)

When an admin turns on "Entry and view settings" in Settings, the Edit template screen gains two extra settings. Use them when a workflow — an inspection checklist, for example — needs a strict order or an easy-to-scan view.

• Enforce entry order: locks each field until the previous required field has been filled in.
• Pin these fields when viewing: always shows the fields you choose first in the Feed, print, and share views (the entry order itself doesn't change).

This setting doesn't affect how already-submitted reports are displayed.

Change History and Restore

• Template changes are recorded automatically in "Change history" (who changed what, and when).
• Tap "Restore this point" to roll back to the layout before a change. Past reports are not affected.
• The restore action itself is also kept in history, so you can undo a restore later.

Template Changes by Reporters

• Turning on "Template changes by reporters" lets members choose their own template or create and edit a personal one. When both options are off (the default), only the template set by managers is used. Set this to match your company policy.

Multiple Templates and Assignment

• Use "+ Create a new template" to create multiple templates based on a preset or an existing template. There's a limit on how many shared templates an organization can have — once you reach it, you can't create new ones until you remove one.
• In "Where this template applies", make a template the team default or assign it to specific members only. Individual assignment is done with checkboxes.
• When assigning a template to a specific member, you can also set their submission frequency (daily, or weekly on chosen days of the week). Members with no individual assignment fall back to their team's default template and submit daily.