Where can I use a form? Where can I see the information my customer submits on a form?

PRESSERO > *Pressero FAQs
The three areas a form can be used within your sites would be on a page you specify in one of your sites, the product ordering page, and the checkout page.
  1. You can create a page and assign the form to the page. Add the page to the navigation for the site. You will receive an email when the form has been submitted.
  2. You can assign a form to the checkout page. To do this go to Sites > Settings > General Info tab. Scroll down to the Check Out section. You can find the response to this form on the Summary and Job Detail reports for the order found in Sites > Orders > Reports tab. It will also appear in the following places:
    • In the new order email notification
    • In the approve order request email sent the the users eligible to approve the order (if the item requires approval)
    • On the summary page when the user eligible to approve the order is logged into the site to approve the order
    • In order history on the site/portal if you choose to view details
    • In the Report Writer (Tools > Report Writer) if you choose to include Checkout Form Fields in your report
  3. You can assign a form to a product. To do this go to Site > Catalog > Products > [product name] > Forms tab. You can find the response to this form on the Job Detail report for the order found in Site > Orders > [order number] > Reports tab. It will also appear in the following places:
    • The Order Complete page
    • The "new order" email notification to the buyer and to you
    • The "approve order request" email sent to the users eligible to approve the order (if the item requires approval)
    • On the summary page when the user eligible to approve the order is logged into the site to approve the order
    • In order history on the site/portal if you choose to view details
    • In the printable job ticket of the admin area's Order dashboard
    • The Vendor's view of the order (if the item has been automatically or manually sent to a Vendor in your list)
    • In the Report Writer (Tools > Report Writer) if you choose to include Product Form Fields in your report
Article ID: 21, , Modified: 9/11/2018 at 8:32 PM

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