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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

Checking on user system logins A really useful option available to Customers is the User Login Report found in 'Admin - Reports - View user logins'. Using this report you can view system logins for both Web user and Mobile user account... 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 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

Setting 2FA for a Web User account type. Each Web User must do this for themselves by logging in to the Work Group with their username & password. Click on your name in the very top right hand corner of the Work Group. Then from the dropdown... Read More

This article relates to the following pro-Forms modules: WORK MANAGER The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added  This article describes how to configure which users get notified... 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   This article describes the steps needed to generate a Webhook URL in MS Teams.  This URL can then be added to the 'MS Teams Notification'... 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 lt;/td> Creating a Theme for an Online form A Theme is a set of styling and visual effects that are applied to an Online form - Themes do not apply to Mobile forms.... Read More