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Checking on user system logins A really useful option available to Customers is the User Login Report found in 'Admin - Reports - View user logins'. Using this report you can view system logins for both Web user and Mobile user account... Read More

To add a new User account :  Click on the ’Users’ option on the left hand main menu in your Work Group. Click on the green Add User button on the right of the screen  Complete the fields. Note : Username must be an email address. Once... 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

Setting 2FA for a Web User account type. Each Web User must do this for themselves by logging in to the Work Group with their username & password. Click on your name in the very top right hand corner of the Work Group. Then from the dropdown... 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

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 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

How do I cancel my pro-Forms subscription? You need to give 30 day's notice of cancelling your pro-Forms® subscription as per Terms & Conditions published at www.pro-forms.co.uk. Cancelling a subscription can be done from within your Work... Read More

User GPS Locations The pro-Forms® app is designed to return the location of the device running the app back to the pro-Forms® servers. The GPS location returned from the app is actually the GPS location gathered by the device hardware used by the... Read More

Can field workers share Mobile User accounts? No. This contravenes our Terms and Conditions and could give rise to us removing access to the system or indeed cancelling a subscription altogether. Mobile type User accounts are designed so that each... Read More