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Adding a Work Item

In order to add a Work Item, you must have first added a Work Item Group.  Adding a Work item Group To add a new Work item, first select the Work Item group to add it to.  To do this, expand the 'Jobs' menu option left hand side of the... Read More

How to resize an image on a Word Layout

How to resize an image on a Word Layout Image field types added to a Mobile form via the Build option will need their width and height to be specified on any associated Word Layout used for the form.If these dimensions are not set, then when the Word... Read More

Check Out an Asset

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

10 golden Housekeeping rules for data security

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 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

Calculations

pro-Forms supports robust calculations that allow you to create powerful and customized forms. Calculations can be used to compute field values, set default values and conditionally control visibility of form questions. The Basics To perform a... 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

User GPS Locations

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

Triggers not running

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

Showing field data on View Submissions screen

Showing field data on View Submissions screen A really useful option is to add form fields to the ’Summary’ column in the table shown on View Submissions. This not only helps admin staff quickly identify key information on submitted... Read More

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