OmniByte Self-Help

Back to home

OmniByte Self-Help

FormsPro

FormsPro

Knowledge articles about FormsPro

Admin Site

Publishing a Form

Reprocessing Failed Data Maps

Using the Time Span Field

Understanding Common Terms and Definitions

Creating a Data Map to Facilitate a Connection to IFS FSM

Required Cells in a Table

Using Nested Conditions

Advanced Forms vs. Basic Forms

Using the Form Search

Editing a Form that was Submitted as Part of an Envelope

Truncating File Name

Renewing Expired Security Certificate

Printing a Forms Log

Understanding Stopping/Starting vs. Recycling Application Pool

Selecting Fields in the Report Designer

Sizing Pictures and Signatures

Clearing Browser Cache

Deleting a Report

Populating Field Lookups

Using Endpoint Mapping to Associate a Form with an Integration Endpoint

Changing the Default Report

Editing and Deleting a Folder

Editing an Existing Report

Using Word Wrap on a Report

Editing a Form

Applying Appearance Changes to a Report

Using the Form and Report Designer Menu

Using the "None" Admin Permission

Using Collapsible Labels and Headers to Shrink and Expand Areas of a Form

Sending Multiple Forms in a Single Email Using Envelopes

Adjusting Margins to View Images on a Report

Changing a Report's Page Orientation to Landscape

Previewing a Report Format

Resolving Submission Errors

Specifying a Minimum and Maximum Value for Numbers

Making an Answer's Text Red on a Report

Restarting the App Pool for FormsPro

Changing the Language Selection in the Admin Site

Saving Photos

Using an External Keyboard

Using the Report Designer Properties Panel

Naming Attachments and Invalid Characters

Enabled Cells in a Table

Blank Option in Highlight Row when Answer in this Column Field

Printing Sub-Tables

Using Message Templates

Limiting Number of Characters in Text and Long Text Fields

Changes to Reference Names

Modifying Reports with Reference Names

Using the Logo Upload Window

Deleting a Temp File from the Storage location

Viewing and Editing Form Submissions

Using the Signature Text Box Instead of a Paragraph

Reference Name Displays HTML Code in Edit Paragraph Window

Zero VS. Blank Number Fields

Using the Videos Tab on the Edit Media Window

Validating Forms

Defaulting a Value from One Field to Another Field

Importing Designed Forms

Viewing Workflow Audit Trail Information

Using Report Bands

Using the Can Shrink Option to Not Print Unpopulated Dynamic Tables on a Report

Configuring Email Settings for Office365

Using the Main Toolbar in the Report Designer

Creating Your First Form

Flipping a Sub-Report to Print Vertically

Converting Dynamic Fields to Data Sets

Making a Field Required Depending on Answer

Printing a DOCX File

Using the Select Form Type Page

Using Notifications for Workflow

Mapping Fields in a Section

Form Version Control VS. Change Management

Specifying How to Open a Link

Displaying a Username Repeatedly on a Form

Deleting an Auto-Incrementing Number

Adding a Radio Button to a Basic Form

Exporting Designed Forms

Changing the Measure Units on Reports

Formatting the Height of Table Rows on a Report

Resetting User Passwords

Dismissing the Keyboard when using SketchPad Input on iPhones

Scanning a Form for Errors and Issues

Using the Edit Page Window

Uploading Attachments to a Public Form

Setting Default Timeout Period for all Devices

Using the Admin Site

Using the Audio tab on the Edit Media Window

Using the Submissions and Logs Menu

Specifying App Settings for Each Email

Deleting Form Versions

Using Data Set Parameters for Deep Links

Hiding Inputs in the App

Adding a Dispatched Form

Using the Toolbar

Using the Lock Input

Required and Enabled Table Cells

Configuring Email Settings for SendGrid

Deleting a Form Version

Copying a Section

Editing a Reusable Section

Deleting a Reusable Section

Differences in Selection Inputs

Creating a Data Map for Microsoft Azure Logic Apps and Microsoft Flow

Creating a Data Map to Execute Stored Procedures

Creating a Data Map for File Storage

Using Calculated Field Functions

Using the Deep Link Builder

Using Auto-Incremented Numbers

Using the Confirm Delete Window

Searching on Select Lists

Tracking Changes Made on a Form

Storing Attachment/Image Files to Other Locations Rather than a Database

Using the Styles Tab on Formatting, Input and Actions/Container Elements

Using the More Menu in Tables

Using Read-Only Fields

Downloading the User Report

Using the General Tab in the Forms Settings Window

Using the Reports Tab in the Form Settings Window

Using the Headers Tab in the Form Settings Window

Using the Labels Tab in the Form Settings Window

Using the Tables Tab in the Form Settings Window

Using the Copy Form Tab in the Form Settings Window

Using a Basic Form's Attachments Tab in the Form Settings Window

Using the Add Fields Button

Integrating with Azure Active Directory - FormsPro

Setting up Data Connections

Using the Manage Report Window

Using the Security Settings Page

Configuring Security and Password Settings

Configuring Device Settings

Configuring Single Sign-On Settings

Creating a Data Map for IFS Cloud

Creating a Basic Form

Setting up Admin Information

Using the Configuration Menu

Using the Reusable Components Menu

Using the User-Defined Format Page

Deleting Multiple Form Submissions

Deleting Personal Data

Deleting Change Management Data

Using the Data Deletion Page

Canceling a Workflow

Deleting an Additional Email

Using the Null Value Text Setting in the Report Designer

Receiving a Password Hash Mismatch Error

Adding a Number Input to a Form

Extra Spacing in Report Name Merge Fields

Enable Multiple Selection in a Data Set

Creating a Tooltip

Viewing Logs

Viewing the Data Set Performance Log

Copying a Data Set

Using a Page Break with a Conditional Field

Adding a Header to a Form

Adding a Page Break to a Form

Adding a Field Condition

HTTP Verbs in FormsPro

Creating a Public Form

Understanding the Report Bands in the Report Designer

Limiting Errors Sent to Email

Adding a Time Input to a Form

Adding a Paragraph to a Form

Adding a Signature Input to a Form

Adding a Text Input to a Form

Report Doesn't Email Due to Size

Using the Email Configuration Page

Viewing the Form Actions Log

Cut-off Text in Report Paragraph

Printing a Signature's Date and Time Information

Enlarging a Photo on a Report

Printing Longer Media Captions on a Report

Using the Favorites Menu

Using the Admin Site's About FormsPro Page

Using the Change Password Window in the FormsPro Admin Site

Using the Language Menu

Using the Registration Key Window

Using the Help and Resources Site

Logging Out of the Admin Site

Using Email Rules

Hiding an Email Address in App

FormsPro Table of Contents for the Admin Site

Hiding Paragraph Labels

Preventing Collapsing Paragraphs

Preventing Collapsing Headers

New 2404.4 FormsPro Features

Viewing Workflow Details

Viewing Workflow Comments

Re-assigning a Workflow Item

Deleting a Pending Form

Removing a Checkout

Viewing the Deployment Log

Adding a Comment to a Form

Deleting a Report

Finding Dynamic Fields on Forms

Preventing an Empty Dynamic Table from Printing on Report

Using the Users Page

Adding an Action Button to a Form

Adding Roles

Adding a User

Using the Roles Page

Assigning Roles to a Form

Using the Form Settings window

Creating an HTTP Request Form Action Type

Adding a Team

Editing a Team

Using a Lookup Numeric Value in a Calculated Field

Deleting a Role

Using the Edit Role Window

Adding a Link Input to a Form

Creating a Data Set

Using the Form Search

Viewing User Device Information

Viewing User Role Information

Using the Pending Forms Page

Using the Displayed Value is Different than Saved Value Toggle

Setting up API Access for FormsPro Email through Office365

Using the Report Designer Toolbox

Understanding the Report Designer Properties

Adding a Checkbox Input to a Form

Creating a Data Map for IFS Apps 10

Using Data Maps

Viewing the Data Maps Log

Exporting a Submission

Adding a Section to a Form

Using Real Time Data Sets

Using the Format Data Set Data Window

Super Users

Creating an IFS Cloud Form Action Type

Creating an IFS Apps 10 Form Action Type

Creating a Stored Procedure Form Action Type

Invalid Login Error

Adding a Conditional Field to a Form

Using Form Actions

Using the Events Tab

Licensed VS. Unlicensed Users

Adding a Repeatable Group to a Form

Iteration Targets

Adding an Auto-Incrementing Number to a Form

Adding a Date/Time Stamp Input to a Form

Adding a Duration Input to a Form

Adding an Email Input to a Form

Adding GPS Coordinates to a Form

Adding a Long Text Input to a Form

Adding a Sketchpad Input to a Form

Adding a Static Table to a Form

Adding a Time Span Field to a Form

Using the Visual Settings Page

Viewing the Delete Log

Viewing the Notification Log

Viewing the Change Log

Viewing the API Log

Viewing the Developer Log

Adding a Data Set to a Section

Using the FormsPro Admin Menu

Symbols and Icons Used in FormsPro

Adding an Embedded Image to a Form

Creating a Data Map Condition

Creating an Advanced Form

Deleting a Form

Linking Child Forms

Adding a Data Set to a Dynamic Table/Sub-Table

Sending Notifications

Using Folders and Subfolders

Using Merge Fields

Special Characters in a Sub-Report Name

Using the Operations Menu

Using the Homepage

Assigning Data to a Barcode on a Report

Resizing a Field on a Report

Changing the Page Margins on a Report

Using Multi-factor Authentication (MFA)

Creating an Additional Report

Editing Default Email Settings

Importing Users

Copying a Form

Using Workflow

Adding a Folder

Using the TEXTJOIN Function

Creating an Advanced Report

Adding Page Numbers to a Report

Using a Conditional Static Table

Preventing an Empty Static Table from Printing on a Report

Using the Expression Editor

Symbols/Operators Used in Expressions

Using the Properties, Expressions, Field List and Report Explorer Panels

Using the Expression Panel

Preventing an Empty Sub-Table in a Sub-Table from Printing on a Report

Adding a Dynamic Table to a Dynamic Table (Sub-table in a Sub-table)

Using the Edit Dynamic Sub-Table Window

Tips When Working with Calculated Fields

Using Basic Reports

Conditionally Preventing a Static Table (Sub-report) from Printing on a Report

Using the Report Designer Menu

Preventing a Page Break in a Sub-report

Public Form Link Doesn't Work

Using an App Password in FormsPro

Using the Sync Users window

Using the Teams Page

Using the SQL Server Connection Type

Using the IFS FSM Connection Type

Using the Attachment Connection Type

Using the Deployment Connection Type

Using the Edit Admin Permission Window

Navigation Menu Displaying Wrong Menu Names

IFS MWO FormsPro Flow

Unpublishing a Form

Adding a Logo to an Advanced Form

Adding a Toggle Input to a Form

Orientation of Photos

Scaling Images for High Resolution

Adding a Submitted on Date to a Basic Form

Adding a Submitted by Date to a Form

Filtering a Data Set

Connecting Data Set and Form Data

Viewing Dispatched Forms

Editing and Deleting a Dispatched Form

Deploying a Form Using Single Sign-On (SSO)

Using Reusable Sections

Assigning Forms to Envelopes

Using the Used for Personal Data Checkbox

Adding a Data Set to a Lookup, Select, Radio, or Segmented Button Input

Adding a Segmented Button Input

Using the Form Deployment Page

Using the REST/OAUTH Connection Type

Using the IFS Cloud Connection Type

Using the IFS Apps 10 Connection Type

Adding a Lookup Input to a Form

Adding a Radio Input to a Form

Adding a Select Input to a Form

Using the Images Tab on the Edit Media Window

Creating an Additional Email

Using the View/Edit Submissions Page

Adding a Date Input to a Form

Adding a Dynamic Table to a Form

Adding a Date Span Field to a Form

Adding a Calculated Field to a Form

Previewing a Form

Using the Add User Window

Using the Edit User Window

Copying an Existing Report

Creating a Data Map for HTTP Request

Using the Enable for Calculated Fields Checkbox

Using the Calculate Default Date Field

Using the Restrict Date Pickers

Viewing the Forms Log

Using the Admin Permissions Page

Creating a Data Map for a Data Warehouse

Creating a Data Map for a File Drop to Integrate with Other Applications

Configuring Email Settings for SMTP

Configuring API Settings

Adding a Dispatched Form

Adding a User-Defined Format to a Form

Using the Dispatched Forms Page

Scheduling and Dispatching Forms

Deleting a User

Using Azure Entra ID for SSO

Ading a Cell Condition

Using Form Descriptions on Linked Forms

Turning on Form Versioning and Tracking Changes

Advanced Reports vs. Basic Reports

Root Element is Missing Error

Determining a SQL Server Connection String

See more

App

Transferring a Form to Another App User

Starting a Form with a Workflow

Adding Rows in the Windows App

Tabbing with an External Keyboard

Understanding Number Indicators on Badges/Buttons

Expanding and Collapsing Areas

Dispatching/Scheduling Forms

Deleting and Recovering Forms and Envelopes

Viewing Required Fields on the App

Rejecting Forms in Workflow

Using Notifications

Using the Settings Page in FormsPro

Using Number Indicators on Buttons

Selecting the App Language

Using the Lock Fields Button in the App

Receiving an Assigned Form

Using Tables in the App

Using the More Menu in FormsPro

Restoring Deleted Items

Using Basic Forms

Viewing a Section in the App

Emailing Forms and Envelopes

Annotating an Image

Using the SketchPad Tools

Downloading a Draft Report

Using the Search Bar in the App

Using the Home page

Completing a Workflow Step on the App

Setting the Timeout Period in the App

Using the Settings Page in the FormsPro App

Using the Change Password Window in the App

Searching for Submitted Forms in the App

Logging Out of the FormsPro App

Displaying Folders in the FormsPro App

Using the Search Bar in the FormsPro App

Synching the FormsPro App

Copying a Saved Form

Deleting and Recovering Forms

Deleting and Recovering Envelopes

FormsPro Table of Contents for the App

Saving to the Cloud

Using the More Menu in the App

Using the Offline Submissions Window

Copying a Form Submission in the App

Viewing a Form Submission

Using the Table of Contents in the FormsPro App

Locking a Header Row and Column in Static Tables

Pivoting Dynamic Table Rows and Columns

Preventing App from Sleeping on Android Devices

Viewing Submitted Forms

Identifying a Required Field in a Sub-table

Updating Data Sets with a Form Level Sync

Syncing Data

Using FormsPro with an IFS Mobile Work Order (MWO) when Working Offline

Using Contactless Signatures

Showing Folders in the App

Using the Asterisk in the App

Saving Image Formats

Processing a form

Viewing Registration Key Information

Using the About FormsPro Page

Submitting a Form from the App

Black Screen When Using Camera on Web Browser

Understanding a Token Expired Message

See more