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Duplicating a form To duplicate an existing form : From the left hand main menu of the Work Group click on 'Forms - home'. In the top centre of the screen (above the list of existing forms) click on '+ Add Form'. From the pop-up... 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

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

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

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

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

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

Showing field data on View Submissions screen A really useful option is to add form fields to the ’Summary’ column in the table shown on View Submissions. This not only helps admin staff quickly identify key information on submitted... Read More

There are 2 ways to resubmit a trigger.   Submissions List On the 'View Submissions' screen click the information icon on the right hand side of the entry: This will bring up the triggers page for that submission.  Clicking the '... Read More

10 golden Housekeeping rules for data security We take our responsibilities for data security extremely seriously and are constantly working to make sure all our Customers and users have the right technical tools to keep personal data safe as laid... Read More