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Field Visibility To set one or more conditions for making a field visible click on the field to edit it. Click on the 'Advanced' tab in the pop up window. Click on the cog icon on the right hand side of the Visibility box. Use the default... Read More

To make a field use encrypted data Go to the relevant form in ’Forms - home’ and click on ’Manage’. Click on ’Build form’. Click on the question you wish to change then click on the Options tab. Select ’Yes... 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

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

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

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

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

If you have an existing lookup and need to update it's contents, follow the steps below: Expand the ‘Forms’ menu on the left and click ‘Lookups’ Click ‘Edit’ on the ‘HSQE’ entry Click &lsquo... Read More

If you are not receiving emails it could be that your ISP/Email provider is blocking our emails and marking them as spam. To resolve this please contact your IT provider and ask them to whitelist the domain pro-forms.co.uk . This should unblock the... Read More

To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the list presented: Click on the 'Add Form' button and select then forms... Read More