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 incoming forms into folders based on a site name selected on a form. Here are some steps for such... Read More
Sharing
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 terms for Standard Trigger and Conditional Trigger for more information on their purpose and... Read More
Adding email addresses to a form Trigger To add one or more email addresses to a Trigger : Click on 'Manage' from 'Forms - home' Click on the 'Share' option at the top of the screen. From the list of Triggers edit the... Read More
Most of our Forms (mobile and Online) users at some point require the system to create a document that matches what they already use in paper version. To do this an Export Layout needs to be built using MS Word to create the Layout template. This... Read More
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 refreshed. The token provides 'permission' for pro-Forms to send files to the... Read More
If you are not receiving emails it could be that your ISP/Email provider is blocking our emails and marking them as spam. To resolve this please contact your IT provider and ask them to whitelist the domain pro-forms.co.uk . This should unblock the... 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