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This article relates to the following pro-Forms modules: Online Forms Mobile Forms Adding a Sharepoint Trigger This is a straightforward process but one which can prove invaluable in saving admin time and preventing errors e.g. filing... 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 Occasionally a Trigger set to run to deposit forms into a Dropbox folder will stop running. This can be due to the Dropbox token expiring and needing to be... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms There are 2 ways to resubmit a trigger.   Submissions List On the 'View Submissions' screen click the information icon on the right hand side of... 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 Adding email addresses to a form Trigger To add one or more email addresses to a Trigger : Click on 'Manage' from 'Forms - home' Click... 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 Mobile Forms   Using Checkboxes in Calculations & Visibility Rules Overview Checkbox fields allow users to select one or more options from a list. When multiple... 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: WORK MANAGER To create an invoice against a single job visit, start by going to the 'Visit Costs' tab against the visit: Clicking the 'Add Item' button will allow... Read More