Layouts are used to create a custom report that can be printed or create a PDF file with. Prior to creating a layout you would like to add a Style sheet as this will allow you to use different layout, color and fonts for your report.
RPM offers professional services to create Style sheets and Layouts. Professional service charges will apply. Please contact RPM support if you have any questions.
Top menu >> Setup >> Select process >> Layout
Click + Add a Layout.
Layout: add the name of the report.
Settings: Will open some additional options including a dropdown to select which Stylesheet you want to use and a security setting that dictates if you want agent & customer users to be able to select and use the layout(s).
Save: Will save any changes you made to your layout.
Insert image: Allows you to upload a PNG file that is viewable on your layout.
Save and preview: Will save your current changes and allows you to preview an existing form in the Process.
Trash: Will delete your layout.
You can use the box on the right side of the page to insert Process fields on to your HTML body or alternatively you can add the HTML language directly into the body by typing in the code.
Click OK when finished.
Layouts can be viewed and downloaded from the form page. Click Share and then click the name of your layout.
