Articles Search Results

  Form types : Online v Mobile forms People sometimes get confused as to when it best to use an Online form rather than a Mobile form. This article will help you clearly distinguish between the two types of form. Mobile forms are accessed and... 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: Mobile Forms WORK MANAGER Mobile Forms The pro-Forms® mobile app is how your field workers complete and submit forms, start and complete jobs, and manage assets while out on site. It... 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: WORK MANAGER To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the... 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 Adding an email Trigger for a form A Trigger is a pre-set action that you wish to happen once a form is submitted in to the system.Please see the Glossary... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms To make a field mandatory Go to the relevant form in 'Forms - home' and click on 'Manage'. Click on 'Build'. Click on the... Read More

To add a new User account either watch the video from the link or follow the steps below. PROCESS STEPS Click on the ’Users’ option on the left hand main menu in your Work Group. Click on the green Add User button on the right of the... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Work Manager Enterprise Asset Manager Choice Lists are selectable when you use a Dropdown, Radio or Checkbox type controls when building a form. When editing... Read More