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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

Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the options "Yes" or "No", you can create a  "Form View" that only shows the submissions that... Read More

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... Read More

There are  a number of quick and bulk action tools available on the Assets - home page. These are designed to simplify actions you wish to carry out on one or more assets including:- add assets to a container move assets to a new location create a... Read More

When an Online Form is submitted, the system will show a message to the user to confirm submission.  If no message is configured, then the standard "Thankyou, your form has been submitted" message will show.  This article show you how to customise... Read More

A common support question is : 'Why doesn't the document I receive by email after a form is submitted match the questions on my form?' The answer is usually quite simple- because after editing your form, whether it be adding, changing... Read More

If you mobile user is struggling to see any forms, please follow the steps below: Go to the 'Users' menu option Click 'Edit' next to the relevant user On the first tab towards the bottom right is an option for 'Access Group&... Read More

Form permissions for a Web User differ slightly to that of a Mobile User. To update which forms a web user can see: Click 'Users' menu option on the left Click 'Edit' on the relevant users account Click the 'Access... Read More

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... Read More

Using Checkboxes in Calculations & Visibility Rules Overview Checkbox fields allow users to select one or more options from a list. When multiple options are selected, pro-Forms stores the result as a single concatenated string where each chosen... Read More