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  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

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

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

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

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

Can field workers share Mobile User accounts? No. This contravenes our Terms and Conditions and could give rise to us removing access to the system or indeed cancelling a subscription altogether. Mobile type User accounts are designed so that each... 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

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

Work items allow you to specify the work that needs to be done against a job.  To start adding work items you must first add a work item group.  A work item group simply groups related work items together. To create a Work Item Group, expand the &... Read More