Creating a report template

Report templates define the fields that get filled in when a field worker completes a job. This guide walks you through creating a template from scratch. We will use an Employee Laptop Return form as the example: it collects the employee’s name, the device’s asset tag, a condition rating, and a photo. The same steps apply to any template you want to build.

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Before you start

You will need a FieldPal account with the Org Admin role (or equivalent permission to manage templates). Log in to the dashboard at dashboard.fieldpal.ai.

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Step 1: Go to Report Templates

In the left-hand navigation, click Report templates.

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Step 2: Create a new template

On the Report Templates page, click the ＋ New template button in the top right. This opens a blank template editor.

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Step 3: Name and describe the template

At the top of the editor you will see two fields:

• Name: what your team sees when choosing a form. Use something clear and specific, e.g. Employee Laptop Return.
• Description: a one-line summary shown in the template list, e.g. Use this form when collecting a laptop from a departing employee. Record device condition, accessories, and any damage.

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Step 4: Add a Short text field (Employee name)

Scroll down to the Fields section and click ＋ Add field in the toolbar at the bottom. A menu appears listing all available field types. Click Short text. A new field appears in the list with a default name.

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Step 5: Name the field

Click anywhere on the field row to open the Edit field panel on the right. In the Field name box, clear the default text and type: Employee name Click Apply at the bottom of the panel.

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Step 6: Add a second Short text field (Asset tag)

Click ＋ Add field again and choose Short text. Click the new field row to open the editor. Set the field name to: Asset tag or serial number Click Apply.

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Step 7: Add a Combo box field (Device condition)

Click ＋ Add field and choose Combo box. Click the new field to open the editor. Set the field name to: Device condition Scroll down in the editor to the Options section. Click ＋ Add option once for each choice, and type:

• Good – no visible damage
• Fair – minor wear or scuffs
• Damaged – visible defects

Click Apply when all three options are entered.

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Step 8: Add an Image upload field (Photo of device)

Click ＋ Add field and choose Image upload. Click the field to open the editor. Set the field name to: Photo of device Click Apply.

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Step 9: Review your template

You should now see four fields in the Fields section:

1. Employee name: Short text
2. Asset tag or serial number: Short text
3. Device condition: Combo box
4. Photo of device: Image upload

Check the order looks right. You can drag fields up or down using the ⋮⋮ handle on the left of each row.

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Step 10: Save

Click Save in the bottom toolbar. The page updates and the template is now live. Your team will be able to select Employee Laptop Return from the app next time they start a new conversation.

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What happens next

The template appears in your Report Templates list. From there you can:

• Edit it at any time using the pencil icon (✎).
• Duplicate it using the copy icon (⎘) to base a new form on this one.
• Delete it using the bin icon (⌫) if it is no longer needed.

Reports submitted using this template will appear under Reports in the dashboard.

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Tips

• Required fields: in the field editor, tick “Required” if the form should not be submittable without an answer. Good candidates: name, photo, any identifier field.
• Field order matters: put the most important fields at the top so they are the first thing the field worker sees.
• Keep combo box options concise: three to five options is usually enough. Too many choices slows people down on site.