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This article describes how to submit a form from the pro-Forms mobile application.  It is split into two sections showing how to complete on both Android and iOS (Apple) devices.   Android Log in to your mobile application Logging into the mobile... Read More

To make a field use encrypted data Go to the relevant form in ’Forms - home’ and click on ’Manage’. Click on ’Build form’. Click on the question you wish to change then click on the Options tab. Select ’Yes... 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

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

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

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

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

Once you have setup you form using the builder, and have sent a test submission, you can create a layout of your data.  This layout can be used to send as an email attachment, send to OneDrive/Google Drive, or FTP (other connectors available). To... Read More

To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use Customer Portal' switch. You will then need to create individual users to... Read More