Form Fields - Stock Usage

WorkGuru forms allow you display the project's stock usage within a date range on a form using the Stock Usage field type. The stock usage field type requires more configuration than the other types and requires a specific form document template configuration to display results correctly.

• Setting Up Stock Usage Form Fields
• Displaying Stock Usage Form Fields
• Available Stock Usage Document Template Fields
• Completing Stock Usage Form Fields

Setting Up Stock Usage Form Fields

To include stock usage in a form, create a form using Stock Usage field type.

Displaying Stock Usage Form Fields

When creating the form's document template, displaying the time sheets form field requires specific formatting via a table to display correctly.   

The specific requirements to be able to display the timesheet data correctly on the form output are:

• Ensure that the stock usage fields are added in a table WITH a header.  Tables without headers will not display data even if the fields are correct.
• The table needs to have its table properties Alt Text Description is set to StockUsage.

Available Stock Usage Document Template Fields

Completing Stock Usage Form Fields

When completing the form, the stock usage field of the form prompts for a date range of the stock usage you want to display in the form.  The form will display the stock movements within the date range. Note: If no products display after selecting the date range - there are no stock movements on that project within those dates.

Once the form is saved, the stock usage will be displayed as per the form document template layout.