Post-Success Report
This section allows users to manage post-success reports.
How Post-success Report works?
1. Add Post-Success Report
- An Add post-success report button is provided to create a new report.
When the user clicks the Add post-success report button, a modal appears titled Create Post Success Report Form. This modal contains fields for:
- Name
- Send On
- Schedule
- Ending On
After adding the end date, it automatically generates a timeline for the Post-Success Report. This timeline lists the scheduled reports based on the selected Send On date, Schedule interval, and Ending On date.
- For example:
If the report is scheduled Every Week and starts on March 25, 2025, with an end date of April 03, 2025, the system generates two reports.
And if the report is scheduled one off then the timeline is not displayed. Since a one-off report is sent only once on the selected Send On date, there is no recurring schedule.
- For example:
2. Select or Create a Template
After filling in the required fields and clicking Next, users are directed to the Templates selection screen. Here they can:
Choose an existing template: Select a predefined template to use for the Progress Report form.
Create a new template: Click on Create new template to make a custom template according to the requirements.
Start from scratch: Click the Start from scratch option to build a new form without a template.
After selecting a template, users are navigated to the Form Builder, where they can customize the template as needed. The key sections include:
Template Description: A collapsible section where users can modify the template title while viewing the template type.
Form Fields: Displays any pre-existing fields in the template. Users can:
Edit a field using the pencil icon.
Duplicate a field using the copy icon.
Delete a field using the trash icon.
Form Elements: Users can drag and drop additional form elements into the form.
After making modifications to the form elements, users can Save or Save & Proceed to finalize their changes and move to the next step.