Administrator Guide 2017
Copy data items between templates

Use Device Workflow to save data input onto the device

The most common use for this is to copy a driver's name between forms when the user refers to a route.  This means it only needs to be entered once.

Firstly, save the data that has been entered using the first template using Device Workflow action within 'When a report is finished on the device'.

Next add a Job Data template item where the saved item is to be displayed.  Select Device workflow item in the Job detail drop-down list and type in the unique name in the Item name from the device workflow

Although originally designed for use with the same template, this should now work satisfactorily between templates.
See Also

Templates

When a Report is finished on a device