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
Forms
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
The general rule of thumb for using these 3 different field types is :Dropdown fields- more than 3 options are made available to the form user in a list to select from.- the options are longer in number of characters than simple YES, NO and N/A... Read More
pro-Forms has a connector to Zapier which enables form data collected using our system to be exchanged with over 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. PLEASE NOTE: Zapier is a... Read More