Creating Rules. This video will show one how to create rules within a form question. This will allow to SHOW or HIDE following questions. One can filter by Page, Section or question.
Setting Up A Form Display Mask
Setting Up A Form Display Mask. Display mask is HOW the file will be named if saving to a PDF to be emailed. There will be situations that a user will want to label the filename of the form. For example, you may want the date or other fields from the form. One can also put text and numbers into this system. For example the file name could show: “Oct-10-2016 Engine 12 Truck Check.pdf”. Where the date and engine are from the form, and truck check is a free text added to the mask.
Lookup Data
Lookup Data is a tool for management to view the submitted forms. The DATA tab on the admin portal will allow a user to filter sort and export any data. Our system does not DELETE any submitted forms, so pulling reports and getting data insights becomes easier as one builds a library of submissions.
Global List
Global List is located on the admin website under accounts. This allows an organization to build in lists of constants for each form. Employee and apparatus lists are examples of global lists. If an organization hires more people, updating ONE GLOBAL list with the new employees is easy. That list will propagate to all forms automatically.
What Is A Custom PDF?
This quick video shows how PDF templates can make forms conform to your desired look and feel. There may be times when an organization wants the output to be customized. Using a PDF Template and some coding of key values one can have a PDF form filled out each time a user submits a form.