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Forms stuck in the app Send Log

Forms stuck in the app Send Log For a few different reasons, occasionally forms and or images can become stuck in the Send Log of the pro-Forms® app. The reasons can include : lack of or intermittent mobile signal. not regularly logging into the... Read More

Form types : Online v Mobile

  Form types : Online v Mobile forms People sometimes get confused as to when it best to use an Online form rather than a Mobile form. This article will help you clearly distinguish between the two types of form. Mobile forms are accessed and... Read More

Copying text from a Word document to use on a form field

  Copying text from a Word document to use on a form field There can several reasons and situations where passages of text may need to be cut & pasted from a Word document into form fields. This could be as part of the field name, a default... Read More

How to duplicate a form

Duplicating a form To duplicate an existing form : From the left hand main menu of the Work Group click on 'Forms - home'. In the top centre of the screen (above the list of existing forms) click on '+ Add Form'. From the pop-up... 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

Read-only form fields

To make a field readonly Go to the relevant form in 'Forms - home' and click on 'Manage'. Click on 'Build form'. Click on the question you wish to change. The General tab options will be displayed. Select 'Yes'... Read More

Mandatory form fields

To make a field mandatory Go to the relevant form in 'Forms - home' and click on 'Manage'. Click on 'Build'. Click on the question you wish to change. The General tab options will be displayed. Select 'Yes'... Read More

Two Factor Authentication (2FA)

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

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