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Tip

We recommend that you save updates to the report template often. Very complex logic and or data sourcing can be built into a report design. If the logic or sourcing does not pass validation, MetaField will throw an error and not allow the report template to be saved. Saving in between changes will ensure that if validation is thrown, you will know the last update you made and correct it. 

It is also recommended that after every couple of fields updates that are added made to your formreport design, navigate to the Field QC module using a separate tab or window to test it outpreview the report. Note that you will need to have the form record entered into the system. This becomes more critical when you apply visualization, calculation, and validation rules to fieldshide expressions and various properties to fields on your report template..


Adding Elements to a Report Template

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