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<title>Home - All Categories - Forms  </title>
<link>https://kb.pro-forms.co.uk/category.php?id=1</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content. Powered by PHPKB (https://www.phpkb.com)</description>
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										<guid>https://kb.pro-forms.co.uk/article.php?id=34</guid>
										<title>Calculations</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=34</link>
										<description><![CDATA[pro-Forms supports robust calculations that allow you to create powerful and customized forms. Calculations can be used to compute field values, set default values and conditionally control visibility of form questions. The Basics To perform a...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=4</guid>
										<title>Mandatory form fields</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=4</link>
										<description><![CDATA[To make a field mandatory  Go to the relevant form in &#039;Forms - home&#039; and click on &#039;Manage&#039;. Click on &#039;Build&#039;. Click on the question you wish to change. The General tab options will be displayed. Select &#039;Yes&#039;...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=13</guid>
										<title>Form types : Online v Mobile</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=13</link>
										<description><![CDATA[Â  Form types : Online v Mobile forms People sometimes get confused as to when it best to use an Online form rather than a Mobile form. This article will help you clearly distinguish between the two types of form. Mobile forms  are accessed and...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=30</guid>
										<title>Triggers not running</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=30</link>
										<description><![CDATA[Triggers not running One of the most common questions we are asked is why Triggers haven&rsquo;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 &rsquo;Triggers Sent&rsquo; (see...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=12</guid>
										<title>Copying text from a Word document to use on a form field</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=12</link>
										<description><![CDATA[Â  Copying text from a Word document to use on a form field There can several reasons and situations where passages of text may need to be cut &amp; pasted from a Word document into form fields. This could be as part of the field name, a default...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=63</guid>
										<title>Not Receiving Emails</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=63</link>
										<description><![CDATA[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...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=33</guid>
										<title>Default values on Custom Lists in dropdown fields</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=33</link>
										<description><![CDATA[Default values on Custom Lists in dropdown fields If you add a dropdown control/ field to a form and opt to use a Custom List to populate the answers it looks initially as though there is no way to specify on the items in the list as a &#039;default...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=29</guid>
										<title>Form field Tags</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=29</link>
										<description><![CDATA[Form Field Tags Form field Tags are a very important part of the pro-FormsÂ® system and are extremely useful in various places. They are also one of the things many people don&rsquo;t pay attention to which could make their form building lives...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=53</guid>
										<title>Editing form submissions</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=53</link>
										<description><![CDATA[Editing form Submissions Forms submitted into the system from both the mobile app and browser-based Online forms can be edited to alter text, add missing items etc. To be able to edit a form, the user account logged into the Work Group must have...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=6</guid>
										<title>Encrypted form fields</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=6</link>
										<description><![CDATA[To make a field use encrypted data  Go to the relevant form in &rsquo;Forms - home&rsquo; and click on &rsquo;Manage&rsquo;. Click on &rsquo;Build form&rsquo;. Click on the question you wish to change then click on the Options tab. Select &rsquo;Yes...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=62</guid>
										<title>How to resize an image logo used on an Online form</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=62</link>
										<description><![CDATA[How to resize an image logo used on an Online form Images used as logo in a Theme for an Online form can be manipulated within the system without the need for 3rd party image editing software. To do this follow these steps :-  Log in to your Work...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=8</guid>
										<title>Field visibility with the Basic Editor</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=8</link>
										<description><![CDATA[Field Visibility  To set one or more conditions for making a field visible click on the field to edit it. Click on the &#039;Advanced&#039; tab in the pop up window. Click on the cog icon on the right hand side of the Visibility box. Use the default...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=36</guid>
										<title>Using the date field widget on an Online form</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=36</link>
										<description><![CDATA[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&#039;s date. entering an historical date e.g. date of birth. capturing the date of a future event e.g....]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=77</guid>
										<title>How to resize an image on a Word Layout</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=77</link>
										<description><![CDATA[How to resize an image on a Word Layout Image field types added to a Mobile form via the Build option will need their width and height to be specified on any associated Word Layout used for the form.If these dimensions are not set, then when the Word...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=35</guid>
										<title>On-screen look of Online forms</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=35</link>
										<description><![CDATA[Creating the on-screen look of an Online form Where fields are positioned on an Online form can be determined by using a simple &#039;row and column&#039; grid system. Adding a combination of 1 row x 1 column, 1 row x 2 columnsÂ orÂ 1 row x 3 columns...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=11</guid>
										<title>Select all/ multiple fields on a page</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=11</link>
										<description><![CDATA[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...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=28</guid>
										<title>Showing field data on View Submissions screen</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=28</link>
										<description><![CDATA[Showing field data on View Submissions screen A really useful option is to add form fields to the &rsquo;Summary&rsquo; column in the table shown on View Submissions.Â This not only helps admin staff quickly identify key information on submitted...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=10</guid>
										<title>How to duplicate a form</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=10</link>
										<description><![CDATA[Duplicating a form To duplicate an existing form :  From the left hand main menu of the Work Group click on &#039;Forms - home&#039;. In the top centre of the screen (above the list of existing forms) click on &#039;+ Add Form&#039;. From the pop-up...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=5</guid>
										<title>Read-only form fields</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=5</link>
										<description><![CDATA[To make a field readonly  Go to the relevant form in &#039;Forms - home&#039; and click on &#039;Manage&#039;. Click on &#039;Build form&#039;. Click on the question you wish to change. The General tab options will be displayed. Select &#039;Yes&#039...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=7</guid>
										<title>When to use dropdown, radio button &amp; check box fields</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=7</link>
										<description><![CDATA[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...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=9</guid>
										<title>Page names</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=9</link>
										<description><![CDATA[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...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=86</guid>
										<title>Configure Form Access for a Web User</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=86</link>
										<description><![CDATA[Form permissions for a Web User differ slightly to that of a Mobile User. To update which forms a web user can see:  Click &#039;Users&#039; menu option on the left Click &#039;Edit&#039; on the relevant users account Click the &#039;Access...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=69</guid>
										<title>Creating a Form View</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=69</link>
										<description><![CDATA[Form Views allow you to create customisable searches for you form submissions.Â  For example, If you have a field on your form called "Job Complete" with the options "Yes" or "No", you can create aÂ  "Form View" that only shows the submissions that...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=87</guid>
										<title>Images not sending from the app</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=87</link>
										<description><![CDATA[Images not sending from the app Over time, your Gallery app can be overflowing with cached images like album art, icons, or other unwanted thumbnail images. All the cached images and files can potentially make your Gallery app corrupted or crashed,...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=67</guid>
										<title>Updating data in a Lookup file</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=67</link>
										<description><![CDATA[If you have an existing lookup and need to update it&#039;s contents, follow the steps below:   Expand the &lsquo;Forms&rsquo; menu on the left and click &lsquo;Lookups&rsquo;   Click &lsquo;Edit&rsquo; on the &lsquo;HSQE&rsquo; entry   Click &lsquo...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=68</guid>
										<title>How to resend Triggers</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=68</link>
										<description><![CDATA[There are 2 ways to resubmit a trigger. Â  Submissions List On the &#039;View Submissions&#039; screen click the information icon on the right hand side of the entry:  This will bring up the triggers page for that submission.Â   Clicking the &#039...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=95</guid>
										<title>Adding a Sharepoint Trigger</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=95</link>
										<description><![CDATA[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...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=83</guid>
										<title>Zapier Triggers</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=83</link>
										<description><![CDATA[pro-Forms has a connector to ZapierÂ which enables form data collected using our system to be exchanged with overÂ 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. PLEASE NOTE: Zapier is a...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=96</guid>
										<title>Mobile User Cannot See any Forms</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=96</link>
										<description><![CDATA[If you mobile user is struggling to see any forms, please follow the steps below:  Go to the &#039;Users&#039; menu option Click &#039;Edit&#039; next to the relevant user On the first tab towards the bottom right is an option for &#039;Access Group&...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=94</guid>
										<title>Adding and administering items in dropdowns, radio and checkbox controls</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=94</link>
										<description><![CDATA[To add or administer items in dropdowns, radio and checkbox controls follow the steps provided below:  Click &lsquo;Forms&rsquo; on the left hand menu Click &lsquo;Manage&rsquo; next the your form Click the &lsquo;Build&rsquo; tab Scroll to the ...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=70</guid>
										<title>Using a Form View</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=70</link>
										<description><![CDATA[To use a Form View that you have created, click &#039;Manage&#039; next to the relevant form and click &#039;Submissions&#039;.Â  On the left hand pane, click the dropdown labelled &#039;Views&#039;:  Select the view you want to use and then change...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=102</guid>
										<title>Building Export Layouts using MS Word</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=102</link>
										<description><![CDATA[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...]]></description>

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										<guid>https://kb.pro-forms.co.uk/article.php?id=101</guid>
										<title>My Dropbox Triggers aren&#039;t running</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=101</link>
										<description><![CDATA[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 &#039;permission&#039; for pro-Forms to send files to the...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=93</guid>
										<title>Update a lookup file</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=93</link>
										<description><![CDATA[To update the contents of a lookup file  expand the Forms menu on the left click &lsquo;Lookup Sources&rsquo;. click edit next to the relevant entry. Click &lsquo;Download File&rsquo; Edit the document in Excel Upload the document again using the ...]]></description>

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<item>
										<guid>https://kb.pro-forms.co.uk/article.php?id=100</guid>
										<title>Updating Export Layouts after editing a form</title>
										<link>https://kb.pro-forms.co.uk/article.php?id=100</link>
										<description><![CDATA[A common support question is : &#039;Why doesn&#039;t the document I receive by email after a form is submitted match the questions on my form?&#039; The answer is usually quite simple- because after editing your form, whether it be adding, changing...]]></description>

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