I’ve seen a 'grid' question option in the template builder. What is it and how can I add my own?

I’ve seen a 'grid' question option in the template builder. What is it and how can I add my own?

Adding a 'grid' to your customised report template allows you to define add a table and define the columns and information you want to capture, and then add rows to that table when you are completing your report.

It gives an easy-to-read layout when the PDF report is created.

  • Click Report Templates in the left menu and 'Manage Templates'.

  • Find and open the template, and click Edit.

  • Click the 'Grid Builder' button on the grey banner.

  • View the list of existing grids, and either copy an existing one, or create a new one.

If you choose to edit an existing Grid by tapping an available pencil icon a pop-up warning will appear notifying you where that grid is being used in active templates.

To create your own grid tap the 'Create Grid Template' button or to copy a Template tap the copy icon adjacent to the grid you wish to customise.

  • Name the grid and add a description if required.

  • The steps to build your grid are listed in the same window for ease of reference.

Example step by step

  • Grids are built by naming and adding columns. Name the first column in your grid.

  • Next choose the type of question for the column - select from Date, Dropdown, Multiple Choice, Number, Single Photo, Score, Text or Yes/No.

  • Click the + icon to add a new column, drag the dividers between columns to change their size.

  • The date option will allow you to select a date from the calendar.

  • Continue to add columns by clicking the + icon.

  • If using Multiple Choice or Dropdown questions click 'Save Now' and then 'Edit Options'.

  • When editing options, use the + icon to add your choices.

  • Type in the first option you would like to appear.

  • Click the Save Icon.

  • Add another option by selecting the + sign.

  • Repeat until you have all of the options you require, saving as you go.

  • You can reorder your list by clicking on the up or down arrow on the right hand side of an option.

  • Edit any you wish to change by clicking the pencil icon.

  • Delete any you wish to remove by selecting the bin icon.

  • Select the 'Back' button when finished.

  • Add in all the columns you require and complete all required options.

  • Set the 'Label Column' by clicking the radio button. This is used to identify each row when you are completing the grid on your device.

  • Click the 'View PDF Preview' to see how the grid will look in the PDF report.

  • Click Save when the table is finished.

  • Now select the grid from the dropdown to add the template and save.

You can also check out our MasterClass in TouchRight Templates to learn more (No.15 of our Useful Webinars).


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