Creating a Worksite Card

Worksite Cards and be used to display information from an application in a custom formatted view using html. A moderate understanding of html is important for being able to create Worksite Cards. Some examples of how Worksite cards are used include Septic Compliance letters, Land Use Worksite Cards, Moving Permit logs, and more. The Worksite Card is set up by creating a report that pulls in the information from the application, then using the Worksite Card setup to determine when and to whom the Worksite Card should be visible, and then providing html to format the information from a single application record in the report.

  1. Create a report
    1. View our dataset and report creation guides for assistance
    2. The report should pull in all of the information from an application that you want the Worksite Card to display
    3. The access rights on the report should be set to public
    4. The only query option on the report should be the appid
  2. Set up the Worksite Card
    1. Click "Administration" under the "User" tab
    2. Click the "Worksite Cards" tab
    3. Click "Add"
    4. Fill out the Worksite Card forms
      1. Step 1: "Setup"
        1. Card Name
          1. This is the name that will show in the "Worksite Cards" tab in administration
        2. What Should the Button Say
          1. This is the text that will show on the button to view the Worksite Card within the application
        3. App. Type
          1. Choose which application the Worksite Card would be visible on
        4. Report
          1. Choose which report the Worksite Card will pull it's values from
        5. Access Control
          1. Choose who should be able to view the Worksite Card
            1. This allows you to create Worksite Cards that are only visible to employees, visible to both employees and the applicant, or even visible to the public.
      2. Step 2: "Select Statuses"
        1. App. Statuses
          1. This will allow you to choose when the Worksite Card button should be visible on the application
          2. You can choose specific points in the application workflow so that the Worksite Card only provides it's information when it is needed
      3. Step 3: "Field Formats"
        1. This step provides some formatting options that are not included in the report builder
          1. All Uppercase
          2. All Lowercase
          3. Uppercase first character
          4. Uppercase first character of each word
          5. Phone #
          6. Number
          7. Allow HTML
          8. Allow Markdown
        2. Each field in the report shows on this step and can be formatted if needed
      4. Step 4: "HTML"
        1. This step has a textbox to provide the html that would format the information in the report
        2. A list of columns shows above the html text box
          1. The values of those columns can be inserted into the html by adding the column name in all caps and surrounded by square brackets into the html
          2. [EXAMPLE]