FAQ's

How do I attach a Brochure to a PDF Report?
To attach a Brochure to a PDF Report, you are able to have a Form Action to have an attachment send with PDF Report. To have different brochures send you wi...
Thu, 11 Jan, 2024 at 11:26 AM
What is an object name?
Object names are a unique identifier given to each field in a form template. The object names are also referenced when performing various actions with field...
Wed, 27 Dec, 2023 at 12:17 PM
How do I calculate a time duration within 24 hours?
This calculation needs certain things to be completed in the form fields in order to work. Object names of target fields: Start Time = [startTime] Finis...
Thu, 28 Dec, 2023 at 8:23 AM
How do I calculate a time duration over multiple days?
This calculation needs certain things to be completed in the form fields in order to work. Object names of target fields: Start Time = [startTime_1] ...
Thu, 28 Dec, 2023 at 8:46 AM
How do I automatically calculate overtime and/or double time?
Overtime calculations are used alongside time calculations within 24 hours. This function utilises the normal "Start Time" and "Finish Time&...
Thu, 28 Dec, 2023 at 9:19 AM
Can I create a lead upon a Form Submission?
To have a Lead created upon a form submission, this will need to be created as a Form Action. Before you can create the Lead you will need to also create a ...
Tue, 23 Jul, 2024 at 12:29 PM
Can I have a custom PDF cover page?
To add a Cover Page to your Form Templates in your Web Portal > Forms > View Form Templates > Select the Form > PDF > PDF Settings > Add E...
Thu, 4 Apr, 2024 at 2:13 PM
What are Form Permissions?
Form Permissions are permission settings that are set for a specific Form Template. To add / edit the permissions for a form, in the Web Portal go to Fo...
Wed, 10 Jul, 2024 at 12:30 PM
How do I know what Job a Form is connected to?
In the Web Portal, you can go to Forms > Submitted Forms, and in the list there is now a column called Job ID. You can see here what forms and jobs are c...
Tue, 23 Jul, 2024 at 11:46 AM
How can I get a form to automatically create a new job for a new client when it's submitted?
In order to have a form or webform create a new job with the details of a new contact / customer, you will need to add Form Actions to the form that will be...
Thu, 25 Jul, 2024 at 1:36 PM