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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 'Share' 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

Adding a Sharepoint Trigger

Adding a Sharepoint Trigger This is a straightforward process but one which can prove invaluable in saving admin time and preventing errors e.g. filing incoming forms into folders based on a site name selected on a form. Here are some steps for such... Read More

Administering Visit Costs

When viewing an existing job, click on 'Visits' tab and then select the 'Visit Costing' tab. This will list all of the associated costs with the visit.   To add a new cost item click on the 'Add Item' button.  This... Read More

How to resend Triggers

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

Assign Field Workers to a Job

To manually assign field workers to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit from the list presented: Click the 'Add' button in the 'Field... Read More

Creating an Email Body Layout

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

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