Articles Search Results

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

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

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   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

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

This article relates to the following pro-Forms modules: Mobile Forms WORK MANAGER If a field worker's app isn't showing any forms, it's almost always down to their Access Group not being set correctly - Access Groups control... 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

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

To Archive a User account : Click on the ’Users’ main menu option. Find the row containing the user to be archived and click on the ’X’ on the right hand side at the end of the row. The mouse tooltip will show ’Archive... Read More

All password for user accounts can be re-set with the browser Work Group. Due to GDPR we cannot see any users' passwords set in the system. Contacting us and asking us to remind someone of their password is therefore not possible. As an... Read More