Adding Equipment Action Lists to Print Templates

This feature is currently only available to beta testers. Please get in touch with your account manager if you’re interested in joining the public beta.

Equipment action lists can add information on a template from the equipment action list tab. It can be a singular action list or a print-all option. This article will show you how to add an equipment action list to a template in the Clik Service print template editor.

You first need to open the template editor. Go to Tools > Print Template Editor v3 and select your template.

To add an equipment action list, find ‘Action List’ at the top of the screen and drag it onto the template. Then you will be presented with four options: ‘Standard Action List’, ‘Standard Action List (Print All)’, (both used for normal action lists), ‘Equipment Action List’ and ‘Equipment Action List (Print All)’.

A pop-up window will appear to select what action list you want to use. Click the action list you’d like and then click ‘Select’.

• Equipment Action List – Prints a particular action list on all equipment added on a job onto the template.

• Equipment Action List (Print All) – Prints any action lists on equipment added on the job to the template.

Once the action list is added, three columns will be auto-populated: Description (Question), Answer and Comments. For more information about this and other equipment action list options, please look at our display options article.

You can add or remove columns with the plus and minus icons on the top right of the table.

To edit the columns, click on the column you want to change. On the right-hand side, you will see the settings for that column.

You can then use the properties on the right-hand side to change the columns, formatting and alignment of the table.

For more information on the template editor, watch our print template editor overview video and look at our support site.