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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

Triggers not running One of the most common questions we are asked is why Triggers haven’t, or appear not to have run. The way to tell if a Trigger has run or not is by looking at the View Submissions option and ’Triggers Sent’ (see... Read More

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

To create an invoice against a single job visit, start by going to the 'Visit Costs' tab against the visit: Clicking the 'Add Item' button will allow you to start adding item lines to your invoice. There are 5 standard items you... Read More

Where is pro-Forms hosted? The pro-Forms® system is hosted at ANS Group Limited (formerly UKFast) in Manchester, United Kingdom - ANS Group Website. All data submitted into the pro-Forms® system is always held, stored and backed up within the UK.... 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

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

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

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

Creating an Email Body Layout An email Body layout is useful when creating an email trigger for a form - see article Adding an email Trigger for a form click on 'Manage' for the form you want to create the Layout for from the form list... Read More