Introduction
Layout functionality provides an alternate way for users to save and share information from a form in a professional looking document. An example of a layout utilizing Fulfillment data is shown below.
Creating layouts is the only functionality that requires programming knowledge. If you need assistance creating a layout please contact support.
Layout Configuration
Top Menu >> Setup >> Process Name >> + Add a layout
Fulfillment totals
To add Fulfillment totals to a layout.
From Fulfillment totals, choose the time period(s) you want to display and what fulfillment data you want to add to your table.
Fulfillment details
To add Fulfillment details to a layout.
From Fulfillment details, choose the time period(s) you want to display and what fulfillment details you want to add to your table.
