Add a Data Source or Grid to a Dispatch Form

On the Form Designer Edit screen, you can add a data source or a grid to display data that is useful to you on your Dispatch form.

Add a Data Source

Data sources are grouped under the Reports section by Module and then by Data Source Name.

To add a data source, follow these steps:

1. Navigate to the Form Designer Edit screen for your Dispatch form by clicking Setup > Dispatch > Edit
2. Select one of the tabs that you previously created, or add a new tab
3. In the right pane, click the arrow next to Data Sources to expand the list of available modules
4. Click the arrow next to the module you want to select a data source from
5. Click a data source to select it and drag it onto the tab in the desired location.
6. Click Save.

Add a Grid

Grids that are useful for your technicians, such as Material Issues, can be added to your Dispatch form.

To add a grid, follow these steps:

1. Navigate to the Form Designer Edit screen for your Dispatch form by clicking Setup > Dispatch > Edit
2. Select the tab you need to add a grid to
3. In the right pane, click the arrow next to Grids to expand the list of available grids

4. Expand one of the available modules to view its associated grids

5. Click a grid to select it and drag it onto the tab in the desired location.

6. Click Save