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.