FAQ's

Can I create a Job from a form?
A Job Type can be created as an action in a Form. Web Portal > Forms > View Form Templates > Edit an existing Form or Create a New From Templat...
Thu, 11 May, 2023 at 1:32 PM
Can I create a Task from a Form?
A task can be created by a from when it is setup under Actions in the Form Builder.  Web Portal > View Form Templates > Edit exisiting or +New For...
Thu, 11 May, 2023 at 2:40 PM
Can I have more than one action in a Form?
Yes, you can create as many actions as you like in a Form.  Form Actions
Thu, 6 Jul, 2023 at 11:31 AM
What are Form Conditions?
Form conditions are rules set to automatically Trigger your Form Actions. It will pull against the different form field names. You are able to have multiple...
Thu, 6 Jul, 2023 at 11:43 AM
How do I enlarge the signature box?
Currently, the signature box is not adjustable in size.
Thu, 1 Jun, 2023 at 3:47 PM
How do I have attachments on my report notification email?
To have an attachment on your report notification email this can be done in the form builder. Forms > View Form Templates > Select the Form Templa...
Fri, 23 Jun, 2023 at 12:49 PM
How do I have attachments available within a PDF?
To have attachments available within a PDF can be done in the Form Builder. Forms > View Form Templates > Select the Form Template that you would ...
Fri, 23 Jun, 2023 at 12:50 PM
How do I name Form Action tabs?
If you have just one action associated with a form, naming the action tab can still be beneficial as a descriptive name allows you to recognise the actions ...
Fri, 25 Aug, 2023 at 11:19 AM
How do I update Dropdown and Checkbox Fields in a form?
To update dropdown and checkbox fields and add / save new options in your Web Portal > Forms > View Form Templates > Select the Form > Form Buil...
Fri, 25 Aug, 2023 at 10:28 AM
Why are my zones not populating in the form?
When adding Zones into to a from you need to ensure that you are adding in the CRM Zone element from the CRM section of the Toolbox in the Form Builder r...
Wed, 10 Jan, 2024 at 12:58 PM