Forms

Creating the on-screen look of an Online form Where fields are positioned on an Online form can be determined by using a simple 'row and column' grid system. Adding a combination of 1 row x 1 column, 1 row x 2 columns or 1 row x 3 columns... Read More

Page names Page names are particularly useful for Mobile forms. The name of the page can help a field operative u7nderstand where they are on a form and what to expect to see on a particular page.They are also useful when using and navigation between... Read More

To make a field readonly Go to the relevant form in 'Forms - home' and click on 'Manage'. Click on 'Build form'. Click on the question you wish to change. The General tab options will be displayed. Select 'Yes'... Read More

Select all/ multiple fields on a form One or more form fields on a page can be selected when using the Build option. This can useful for a number of reasons, including to : move the selected fields to a different location on the page or to a... Read More

Showing field data on View Submissions screen A really useful option is to add form fields to the ’Summary’ column in the table shown on View Submissions. This not only helps admin staff quickly identify key information on submitted... Read More

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 run or not is by looking at the View Submissions option and ’Triggers Sent’ (see... Read More

To update the contents of a lookup file expand the Forms menu on the left click ‘Lookup Sources’. click edit next to the relevant entry. Click ‘Download File’ Edit the document in Excel Upload the document again using the ... Read More

If you have an existing lookup and need to update it's contents, follow the steps below: Expand the ‘Forms’ menu on the left and click ‘Lookups’ Click ‘Edit’ on the ‘HSQE’ entry Click &lsquo... Read More

To use a Form View that you have created, click 'Manage' next to the relevant form and click 'Submissions'.  On the left hand pane, click the dropdown labelled 'Views': Select the view you want to use and then change... Read More

Using the date field widget on an Online form Adding a date field widget to a form is useful for a range of situations including :- setting today's date. entering an historical date e.g. date of birth. capturing the date of a future event e.g.... Read More