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Using the Super Search option

Using the Super Search option   The pro-Forms® Super Search' located at the top of the screen in your Work Group. Using this search box is a very quick & convenient way to use one search to find information in several different parts of... Read More

Adding a new Job

Note: Jobs are are only available on WORK MANAGER and ENTERPRISE MANAGER plans To create a job : Click the 'Jobs - home' menu option on the left side of the screen From either the basic search or advanced search screen that appears ... Read More

Calculations

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... Read More

Form field Tags

Form Field Tags Form field Tags are a very important part of the pro-Forms® system and are extremely useful in various places. They are also one of the things many people don’t pay attention to which could make their form building lives... Read More

Adding an email Trigger for a form

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

How to clear the Cache on an Android device.

How to clear the Cache on an Android device Clearing the app Cache on an Android device can help reset and resolve data storage issues when occasionally they go wrong and cause the app to not function correctly. This is not a common occurrence but... Read More

Adding email addresses to a form Trigger

Adding email addresses to a form Trigger To add one or more email addresses to a Trigger : Click on 'Manage' from 'Forms - home' Click on the 'Sharing' option at the top of the screen. From the list of Triggers edit the... Read More

When to use dropdown, radio button & check box fields

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... Read More

Archive / un-archive User accounts

To Archive a User account : Click on the ’Users’ main menu option. Find the row containing the user to be archived and click on the ’X’ on the right hand side at the end of the row. The mouse tooltip will show ’Archive... Read More

Default values on Custom Lists in dropdown fields

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 'default... Read More

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