Who uses this: Anyone with permission to view and create the custom form. Visibility and creation access are set per form in Custom Form Settings, and a form with no restrictions set is available to all users. Availability: All regions. Custom Forms has to be enabled for your account.Your team takes photos for a reason: proof of work, compliance records, before-and-after shots, equipment labels. A custom form collects those photos in the field, and the PDF display settings decide whether they travel with the document you hand the customer.
Overview
A custom form PDF can carry the photos and files uploaded to the form’s Image/Video Upload fields. You choose how those photos appear from the PDF preview, before you save or send the PDF: placed inline where the field sits in the form, gathered into a Files section, or linked from a Files Summary QR code at the end of the document. You also choose how large the photos print.Video walkthrough
Video walkthrough: photos and files on a custom form PDF
Before you begin
- Custom Forms has to be enabled for your FieldPulse account. See Setting Up Custom Forms.
- You need permission to view and create custom forms.
- The custom form needs at least one Image/Video Upload field. New to custom forms? Build your first one with How to Create a Custom Form.
- The custom form has to be attached to a record (a Customer, Job, Estimate, or Invoice, for example).
Display options
Three checkboxes in the PDF Display Settings control how photos and files appear in the generated PDF.
Form Photo Size sets how large the photos print: Small, Medium, or Large. Pick the size that fits the form’s purpose, such as Small for an inspection checklist with lots of photos and Large for before-and-after shots.
On web
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Open the record the custom form is attached to and select the Forms tab.
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Select the completed custom form in the list.
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Select Send or Actions on the form record to open the PDF preview. Either button reaches the preview:
- Send > Send to be Viewed
- Send > Send to be Filled
- Actions > Generate PDF
- Actions > Send to be Viewed
- Actions > Send to be Filled
- Check the display options you want in the Display Settings panel beside the preview: Show Images in PDF, Show Files Summary at end of PDF, and Show Files.
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Set Form Photo Size to Small, Medium, or Large.
- Select Next or Save PDF, depending on the path you used in step 3.
On mobile
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Open the record the custom form is attached to and select the Forms tab.
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Select the completed custom form in the list.
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Select Send or Actions on the form record to open the PDF preview. Either button reaches the preview:
- Send > Send to be Viewed
- Send > Send to be Filled
- Actions > Generate PDF
- Actions > Send to be Viewed
- Actions > Send to be Filled
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Select Display Settings at the bottom of the PDF preview.
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Check the display options you want: Show Images in PDF, Show Files Summary at end of PDF, and Show Files.
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Set Form Photo Size to Small, Medium, or Large.
- Select Next or Save PDF, depending on the path you used in step 3.
A short queue notice appears while the PDF is being generated. A large form with lots of photos takes a few extra seconds to build, which is normal.
What your customer sees
Each display option produces a different document. These examples show one row of the display options table at a time.Show Images in PDF only
The photo appears in the body of the form, in the Images field where it was configured.
Show Images in PDF + Show Files
The PDF adds a Files section that displays the uploaded photo at full size.
Show Files Summary at end of PDF only
The PDF ends with a Files Summary block holding a QR code, a count of the files uploaded to the report, and a link to open them.
Show Files Summary at end of PDF puts no cap on how many files you add. Recipients can view them all through the QR code and URL link displayed at the bottom of the PDF.