This month we focused on smoothing out two features: finding the right record in a lookup, and getting forms to print the way you actually want.
✨ What's Improved
Searchable Lookup fields — find the record you need by name, not just number
Save print options to each form — set your print layout once, keep it every time
Searchable Lookup fields
Lookup (Table Row) fields — like the service lookup on the NDIS Service Agreement and Schedule of Supports — can now be searched by name as well as by reference number. Previously you needed to know the number to find the right entry; now there's a proper search function in the lookup itself.
Please Note: to make a field searchable by name, tick Display in Lookup on that field (in addition to the number field) so it shows up as a match option in search.
Save print options to each form
There are more print options available when printing or exporting a form, and — just as importantly — your preferred settings can now be saved directly to that form. Set it up once and it'll stick, instead of resetting every time you go to print.
