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This article relates to the following pro-Forms modules: WORK MANAGER Mobile Forms Adding a Customer Customers can either be added individually or in bulk from the 'Customers' main menu screen and clicking he green +Add button.  ... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Default values on Custom Lists in dropdown fields If you add a dropdown control/ field to a form and opt to use a Custom List to populate the answers it looks... Read More

Can field workers share Mobile User accounts? Each field worker using the pro-Forms® mobile app needs their own individual Mobile User account. Here's why account sharing isn't permitted, and what happens if it's detected. In simple... Read More

Lookup files allow you to prepopulate fields on your forms. The data in the lookup file can come from external systems or spreadsheets.  If the list of options need to change - for example an updated site or equipment list - you can update the... Read More

How pro-Forms receives real-time data from third-party applications via webhooks, and how we authenticate the incoming requests. What is a webhook? A webhook is a way for a third-party application to notify us, automatically and in real time, when... 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 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: WORK MANAGER Note: Jobs are are only available on WORK MANAGER and ENTERPRISE MANAGER plans To create a job : Click the 'Jobs - home' menu option on the left side of... Read More

10 golden Housekeeping rules for data security We take our responsibilities for data security extremely seriously and are constantly working to make sure all our Customers and users have the right technical tools to keep personal data safe as laid... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms pro-Forms supports robust calculations that allow you to create powerful and customized forms. Calculations can be used to compute field values, set default... Read More