How the Cairnline certificate was built

The sample uses the Cairnline Brand Kit. Colours are Brand Kit colours (Primary, Negative status and Muted text) except the notice panel, which uses fixed greys.

Before you start

• Docable installed, and access to create templates: see Permissions and readiness.
• An approved Brand Kit: see Give your documents a Brand Kit.
• A work order, 00000020 in the sample, with the assets it covers. The org needs Field Service.

Start from the Completion certificate quick start

1. In the Docable app, open Templates, choose New, then Start from a quick start.

2. Choose Completion certificate.

3. Under Brand Kit, choose your approved kit. The sample uses Cairnline.

4. Choose Use as it is. The template opens in the editor, built on Work Order. The gallery offers it when the org has Field Service.

The blocks on the page

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1. One title for finished work, another for open work. This one is the certificate version.
2. Presented to, and the visit. The customer, and the details of the visit.
3. Assets covered. A table of the work order’s assets, with a count under it.
4. Seal and customer acceptance. Shown only for finished work.
5. Signatures. A captured signature, or lines to sign by hand.
6. Page border and watermark. Set under Page. The watermark shows only for open work.

One title for finished work, another for open work

The certificate cannot be made for work that is not finished. Guide: Show a section only when it applies.

Part	Setting
Rule	Work order completed or closed: the work order’s status is one of Completed and Closed
Show when	Heading 1 Certificate of completion, the work order’s subject, and: This certifies that the work described below was carried out by the Brand Kit’s legal name and completed on the end date.
Otherwise	Heading 1 Visit record and the subject
Open-work notice	A Callout box with Border width (pt) 1, a grey Border colour and a pale grey Fill, Padding (pt) 8. The heading WORK NOT COMPLETED, the sentence This visit record does not certify completion, then the work order’s description under Visit notes. Show when the work order not completed or closed: the status is not one of Completed and Closed

Presented to, and the visit

Part	Setting
Rule	A Divider, then PRESENTED TO
Customer	Heading 2 with the account’s name. Beneath it one line made of the account’s site, the street, the city and the country, each with Hide the whole line when empty
Details	A Field grid with two columns: Work Order Number, Visit date, Time on site, Maintenance plan, Engineer, Site contact
Time on site	The start date and time, then the end time on a same-day visit, or the end date and time on a later day. Two If / otherwise value calculations choose between them with the rule Visit ends within a day of its start
Maintenance plan	The answer to the Maintenance plan question

Assets covered

A table of the work order’s line items that have an asset. Guide: Show related records in a table.

Part	Setting
Heading	Heading 2 ASSETS COVERED
List	The work order’s line items, filtered with Filter, sort and limit… to the rule Has an asset: the asset’s name is not blank. At most (records) 200
Columns	Asset Name, Serial Number, Location (the asset’s description) and Outcome, 25% each
Outcome	The Outcome word calculation, an If / otherwise value chain: Pass when the line’s status is one of Completed and Closed, Follow-up when it is On Hold, Unresolved when it is Cannot Complete, else Not inspected
No rows	Message No asset-covered line items are recorded.
Style	Use Brand Kit defaults, Keep the whole table on one page
Counts	A Field grid with four columns: Asset-covered line items, Completed, On Hold, Cannot Complete. Each is a Total with Count. Cannot Complete uses Add a style rule: Rule 1 Assets that cannot be completed (the count > 0), Bold on, the Negative status colour as Text colour

Seal and customer acceptance

Shown only for finished work.

Part	Setting
Section	Show when Completion details: the status is one of Completed and Closed
Seal	The Brand Kit’s mark (Brand tab, Logo › Logo mark), 30 by 30 pt, Fit Fit inside, If the image is missing Leave it out
Wording	Heading 3 COMPLETED, 9 pt, bold, Primary, then the end date, 8 pt, bold, Primary
Next service	A Field grid: Next planned service, the answer to Next visit date. Hide the whole line when empty
Acceptance	Show when the work order is completed or closed and the Requires acknowledgement answer is true (ticked): Accepted for the customer, then a Divider captioned Customer name, signature and date

Signatures

Guide: Add a signature.

Part	Setting
Signature	A Signature block: Salesforce Digital Signature, Signature type Default, label Signed, If there is no signature Leave it out
Engineer	Engineer: and the work order’s owner, then a Divider captioned Engineer signature

The sample has no captured signature, so the block is left out and the pen lines stay.

Page border and watermark

Set under Page. Guide: Write and format a document.

Section	Setting
Border and background	Page border width (pt) 1, Line style Double, Page border colour Primary
Watermark	Watermark Text, Text NOT A CERTIFICATE, Opacity (0.02–0.25) 0.15, Angle (°) 45, Size (pt) 54, Colour Negative status
Show the watermark	Work order not completed or closed. For finished work the page prints clean

The watermark is faded and see-through, and prints over the page.

Questions asked when generating

Three questions, each added with @ › Values › Ask when generating….

Question	Answer type	What it does
Maintenance plan	Text	Prints in the details grid
Next visit date	Date	Prints as Next planned service. Blank hides the line
Requires acknowledgement	Yes or no	Ticked adds the customer acceptance line to a finished certificate

File name

Under Page, in File name: Add text Completion certificate, then Add a field and choose the work order number. The file for this work order is named Completion certificate 00000020.

Make it yours

1. Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your own approved kit.
2. Retype the certifying sentence and the headings for your trade.
3. Change Text under Watermark if your open-work wording differs.
4. Add a line to the details grid: select it and choose the field.
5. Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the work order 00000020. The title reads Certificate of completion and the assets table lists three rows, each Pass. The counts read 3, 3, 0 and 0, and the seal reads COMPLETED. Choose a work order that is still open: the title reads Visit record, WORK NOT COMPLETED appears and NOT A CERTIFICATE crosses the page.

If it doesn’t work

What you see	Why	What to do
Completion certificate is not in the gallery.	The gallery offers it only when the org has Field Service.	Ask an administrator to turn on Field Service.
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after @.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
DATA_COLLECTION_TRUNCATED	The record has more related rows than the list allows.	Raise At most (records) on that list.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.

More in Troubleshooting.

Next

• The Completion certificate starter
• Add a signature
• Show a section only when it applies