The Preview Report widget

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Here is the translation of the provided text into English:

1. What is the Preview block?

The Preview block allows the operator to view the report in PDF format during the intervention. Only the filled fields will be displayed.

The Preview block is found within your editing studio, in the Workflows category.

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2. How to configure a Preview block in practice?

Within the settings, you only need to choose the report template that will be displayed to the operator.

If customized report templates have been imported into the form, then you can choose it within the options of this block. Otherwise, the Ermeo template will be chosen by default.

If the Ermeo template is chosen, you can also choose whether or not to display certain data such as the user’s name, the entry time.

Context: Imagine a form that should allow its operator to view reports before finishing the intervention. The form will have a customized Excel report template.

So, I will need to choose this customized report template in the settings of the Preview block.

a. In a form, drag and drop the Preview block.

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b. In the settings, choose the "Customized Excel report" template.

c. After this block, you can place a Finish and Send block.

d. Launch an intervention. Fill in the data at the beginning of the intervention. The report template is displayed to the operator. Only the filled fields will be displayed.

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Note If the Preview block does not appear in your Ermeo environment, please contact your Ermeo CSM (or account manager).
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Limitation It is not possible to use the Preview block inside a repeatable section.