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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

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

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Triggers not running One of the most common questions we are asked is why Triggers haven’t, or appear not to have run. The way to tell if a Trigger has... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Creating an Email Body Layout An email Body layout is useful when creating an email trigger for a form - see article Adding an email Trigger for a form ... Read More