Layouts are used to create a custom report that can be printed or exported to a PDF file from a Process form. This can be useful for summarizing your Quote or Order data to present to Customers, TSDs, or Carriers. Prior to creating a Layout, you can create and add your CSS code to a Style sheet to store your Layout formatting. Layouts will require HTML and CSS knowledge to configure. 


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


Click + Add a Layout. 



Enter a name for the Layout. Then click on Settings.

 

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. 


  • Stylesheet: Select your CSS Stylesheet to format your Layout.
  • Attachments: Include images will insert images attached to your form to the bottom of your Layout.
  • Security: Allows you to select which user type can see this Layout under the Share button on the Process form.
  • Quick share: Enables the option to create a shortcut URL link that will direct users to the Layout.



  • 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 side panel along the right side of the page to insert Process fields on to your HTML body or you can add the HTML 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.