Amy at 22:58, 24 April 2012

2012-04-24T22:58:27Z

Amy: Created page with "Create a report that shows signature collected in TechPortal If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow..."

2012-04-24T22:57:19Z

Created page with "Create a report that shows signature collected in TechPortal If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow..."

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Create a report that shows signature collected in TechPortal

If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow these instructions to create the report:

[[File:ServiceOrderWithSign.jpg]]

# Go to '''Reports''' module > '''Customize Reports'''.
# Click '''Search''' > '''Search Standard Reports'''.
# Search for '''Standard Order Ticket''' – '''Order Items''' and select.
# Click '''Duplicate Report'''.
# Enter a new name in the '''Short Name''' and '''Title''' fields.
# Click '''Report Designer'''.
# Click '''Files''' > '''Save As'''.
# In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.

[[File:RenameFileName.jpg]]

 9. Click '''Save'''.
 10. Close the '''Report Builder''' window.
 11. Click [[File:BrowseForFile.jpg]] next to the Filename field

[[File:BrowseForSavedFile.jpg]]

 12. In the Open window that opens, select the file you saved in step 8 above. Click '''Open'''.

[[File:SelectSavedFile.jpg]]

 13. Click '''Save'''.
 14. Click '''Report Designer'''.
 15. In Report Builder, click the DBImage icon ( [[File:DBImageIcon.jpg]])at the top (circled in image below)

[[File:DBImageIconInToolbar.jpg]]

 16. Click your cursor in the report where you want the signature image to be. Expand the box
 17. Select the DBImage (as shown in image below)

[[File:DBImage_selected.jpg]]

 18. Select PngSignature in the field circled in the image below.

[[File:PngSignature.jpg]]

 19. Locate the Data section on the left. (image below)

[[File:GraphicType.jpg]]

 20. In the '''GraphicType''' drop down, select '''JPG'''.
 21. Uncheck '''ParentDataPipeline'''.
 22. Click '''File''' > '''Save'''.
 23. Close the Report Designer.

Now you can go to a service order, click Print/Email and print out the customized report.

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	If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow these instructions to create the report:		If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow these instructions to create the report:
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	[[File:ServiceOrderWithSign.jpg]]		[[File:ServiceOrderWithSign.jpg]]

Add TechPortal Signature to Order Report - Revision history

Amy at 22:58, 24 April 2012

Amy: Created page with "Create a report that shows signature collected in TechPortal If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow..."