Forms

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Most of our Forms (mobile and Online) users at some point require the system to create a document that matches what they already use in paper version. To do... Read More

This article relates to the following pro-Forms modules: Online Forms   When an Online Form is submitted, the system will show a message to the user to confirm submission.  If no message is configured, then the standard "Thankyou, your... Read More

This article relates to the following pro-Forms modules: Online Forms Controlling which forms a Web User can see keeps your Work Group tidy and ensures office/admin staff only access the forms relevant to their role. Form permissions for a... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms pro-Forms has a connector to Zapier which enables form data collected using our system to be exchanged with over 5,000 apps and software solutions covering... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms   Copying text from a Word document to use on a form field There can several reasons and situations where passages of text may need to be cut & pasted... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the... Read More

This article relates to the following pro-Forms modules: Online Forms Creating the on-screen look of an Online form Where fields are positioned on an Online form can be determined by using a simple 'row and column' grid system.... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Duplicating a form To duplicate an existing form : From the left hand main menu of the Work Group click on 'Forms - home'. In the top centre of the... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms WORK MANAGER Editing form Submissions Forms submitted into the system from both the mobile app and browser-based Online forms can be edited to alter text, add... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms To make a field use encrypted data Go to the relevant form in ’Forms - home’ and click on ’Manage’. Click on ’Build form&rsquo... Read More