How to Set Up Customer Sketch Icons

How to Set Up Customer Sketch Icons

How to Add Customer Sketch Icons

  1. Log into the designer 
  2. Drag an “image” control onto your form and enable annotation
  3. Under the “Annotation” section, customize your button text as needed
  4. To add an icon, click “add icon” 
  5. Click the image box to select an image from the backend or upload a new image
  6. Click “show advanced” and fill out the required attributes for that icon


Attribute

Description

Title

Title of the icon, shows when the user hovers over the icon when annotating the image in the inbox 

Category

Allows you to categorize icons so the user can filter icons for a specific category when annotating the image in the inbox (e.g. “leak”, “regulator”, “structure”, etc.) 

Details

Provide a description of the icon. This does not show to the user. 

Resizeable

Turning this on will allow the image to be resized larger or smaller from its’ default width 

Rotatable

Turning this on will allow the image to be rotated any degree in any direction from its’ default position 

Width

Default width of the icon, recommended default is between 50-75 

Text enabled

Checking this will bundle a text box with your icon

Text position

Position in relation to the icon: top, bottom, right or left

Text size

Size relative to the icon: small, medium, large

Text value

Default text that appears when you place the icon onto the image (e.g. “house number”, “dimension”, “abc”, etc.) 


Example of Populated Attributes

  1. Continue to add as many icons as are needed for the sketch on this particular form (there is no limit to the number of icons that can be added) 
  2. To add a template, navigate to the “Image Selection” section
  3. Click “add image” under “image options”. You can customize your button text as needed in the “button text” field under “image selection” 
  4. Click the image box to select an image from the backend or upload a new image
  5. Click “show advanced” and title your template
  6. Continue to add as many templates as are needed for the sketch on this particular form (there is no limit to the number of templates that can be added) 
  7. Additional default recommendations on this image field: 
  1. Max Size: between .5 and 1
  2. Placement in center 
  3. Scaling as “scale to fit” 
  4. Button size: small