Forms

Can forms be visible only to certain users?
Yes, there are options that you can check in the Form Builder that limits the users who can view the forms: you can mark the form as app and portal form, vi...
Mon, 25 Apr, 2022 at 8:51 AM
Can I extract the data from Forms?
You can extract the data from Submitted Forms via the CSV Report Builder. Management Portal, Forms > Form Reporting.
Mon, 25 Apr, 2022 at 9:03 AM
Can I fill out forms in the Management Portal?
Yes, you can fill out forms in the Management Portal. Management Portal > Forms > Start a new Form.
Mon, 25 Apr, 2022 at 8:48 AM
Can I separate the different Submitted Forms by type?
You can separate the different Submitted Forms by type. For example, you have your Invoices, Incident Reporting, Near Miss Reports etc. You can use the exis...
Mon, 25 Apr, 2022 at 8:58 AM
Do I need to use Forms?
You may need to use forms for various requirements in your business. Using paperless forms ensures efficiency and speeds up your business processes and syst...
Mon, 25 Apr, 2022 at 9:10 AM
How can a Submitted Form automatically create a New Task?
To automatically create a new task from a Submitted Form, you will either edit an existing form or Create a New Form. To add this to an existing form select...
Mon, 25 Apr, 2022 at 9:00 AM
How do I archive a Submitted Form?
A form can be archived through the Management Portal > Forms > Submitted Forms > select the form in the checkbox on the right hand side > select...
Mon, 25 Apr, 2022 at 9:06 AM
How do I build a New Form?
We want to help you build your forms so we have 3 options for you: You can use our Form Builder with easy to use drag and drop functionality. You can ac...
Wed, 4 May, 2022 at 4:03 PM
How do I change the status of a Submitted Form?
To change the status of a Submitted Form, Management Portal, Forms>Submitted Forms>Check box on the line of the submitted for you wish to edit>Sele...
Mon, 25 Apr, 2022 at 8:57 AM
How do I deploy forms?
Once you have added a new Form and deployed it, it will be visible in your Forms list in the App.
Mon, 25 Apr, 2022 at 9:15 AM