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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

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 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

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

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 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

pro-Forms has a connector to Zapier which enables form data collected using our system to be exchanged with over 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. PLEASE NOTE: Zapier is a... Read More

pro-Forms allows you to customise the work item rates for each of your customers.  You can configure rates at customer level and for each individual site. To configure customer rates, expand 'Jobs' in the menu on the left hand side of the... Read More

All password for user accounts can be re-set with the browser Work Group. Due to GDPR we cannot see any users' passwords set in the system. Contacting us and asking us to remind someone of their password is therefore not possible. As an... Read More

To check out an asset using the pro-Forms mobile app, follow the steps outlined below. Login to the mobile application.  Logging into the mobile application Tap on the 'Assets' main menu option Locate your asset and tap on the entry Tap... Read More