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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

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

Note: Jobs are are only available on WORK MANAGER and ENTERPRISE MANAGER plans To create a job : Click the 'Jobs - home' menu option on the left side of the screen From either the basic search or advanced search screen that appears ... Read More

Adding a Customer Customers can either be added individually or in bulk from the 'Customers' main menu screen and clicking he green +Add button.   Adding Customers individually from the +Add button select 'Add Customer' Simply... Read More

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

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

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

Page names Page names are particularly useful for Mobile forms. The name of the page can help a field operative u7nderstand where they are on a form and what to expect to see on a particular page.They are also useful when using and navigation between... 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

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