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How to resize an image logo used on an Online form

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

Creating a Theme for an Online form

Creating a Theme for an Online form A Theme is a set of styling and visual effects that are applied to an Online form - Themes do not apply to Mobile forms. Multiple Themes can be created in a Work Group any of which can be applied to the Online form... Read More

Using the date field widget on an Online form

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's date. entering an historical date e.g. date of birth. capturing the date of a future event e.g.... Read More

On-screen look of Online forms

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

Form types : Online v Mobile

  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... Read More

How to duplicate a form

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

Adding logos and images to a Work Group

Adding logos and images to a Work Group Adding one or images to your Work Group is useful for :- using as part of a System generated layout for html email bodies used when triggers send information out from the system; adding your company logo to an... Read More

Editing form submissions

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

Read-only form fields

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

Mandatory form fields

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

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