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OmniByte Self-Help

FormsPro

FormsPro

Knowledge articles about FormsPro

Resolving an Internal Server Error after Installing FormsPro

Creating an IFS Cloud Form Action Type

Viewing User Device Information

Editing a Team

FormsPro 2506.5 Installation Instructions

Admin Site

Understanding Common Terms and Definitions

Limiting Number of Characters in Text and Long Text Fields

Required Cells in a Table

Enabling Cells in a Table

Using the Report Designer Properties Panel

Editing a Form that was Submitted as Part of an Envelope

Differences in Selection Inputs

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

Deleting a Section

Defaulting a Value from One Field to Another Field

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

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

Adjusting Margins to View Images on a Report

Changing a Report's Page Orientation to Landscape

Previewing a Report Format

Specifying a Minimum and Maximum Value for Numbers

Making an Answer's Text Red on a Report

Restarting the App Pool for FormsPro

Saving Photos

Using an External Keyboard

Naming Attachments and Invalid Characters

Blank Option in Highlight Row when Answer in this Column Field

Printing Sub-Tables

Modifying Reports with Reference Names

Deleting a Temp File from the Storage location

Using the Signature Text Box Instead of a Paragraph

Reference Name Displays HTML Code in Edit Paragraph Window

Zero VS. Blank Number Fields

Viewing Workflow Audit Trail Information

Using Report Bands

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

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

Specifying How to Open a Link

Displaying a Username Repeatedly on a Form

Adding a Radio Button to a Basic Form

Changing the Measure Units on Reports

Formatting the Height of Table Rows on a Report

Dismissing the Keyboard when using SketchPad Input on iPhones

Using the Edit Page Window

Setting Default Timeout Period for all Devices

Using the Admin Site

Using the Submissions and Logs Menu

Deleting Form Versions

Hiding Inputs in the App

Required and Enabled Table Cells

Creating a Data Map to Execute Stored Procedures

Creating a Data Map for File Storage

Searching on Select Lists

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

Using the More Menu in Tables

Using Read-Only Fields

Using the Reports Tab in the Form Settings Window

Using the Headers Tab in the Form Settings Window

Allowing Attachments on a Basic Form

Using the Add Fields Button

Integrating with Azure Active Directory - FormsPro

Using the Manage Report Window

Setting up Admin Information

Using the Configuration Menu

Using the Reusable Components Menu

Canceling a Workflow

Deleting an Additional Email

Using the Null Value Text Setting in the Report Designer

Receiving a Password Hash Mismatch Error

Extra Spacing in Report Name Merge Fields

Enable Multiple Selection in a Data Set

Creating a Tooltip

Using a Page Break with a Conditional Field

HTTP Verbs

Understanding the Report Bands in the Report Designer

Limiting Errors Sent to Email

Report Doesn't Email Due to Size

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 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

Removing a Checkout

Deleting a Report

Finding Dynamic Fields on Forms

Preventing an Empty Dynamic Table from Printing on Report

Using a Lookup Numeric Value in a Calculated Field

Using the Form Search

Using the Displayed Value is Different than Saved Value Toggle

Setting up API Access for Email through Office365

Using the Report Designer Toolbox

Understanding the Report Designer Properties

Adding a Section to a Form

Super Users

Creating an IFS Cloud Form Action Type

Invalid Login Error

Using Events options

Licensed VS. Unlicensed Users

Iteration Targets

Viewing the Delete Log

Viewing the Developer Log

Using the FormsPro Admin Menu

Symbols and Icons Used in FormsPro

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

Using Folders and Subfolders

Using Merge Fields

Special Characters in a Sub-Report Name

Using the Operations Menu

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)

Editing Default Email Settings

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

Navigation Menu Displaying Wrong Menu Names

IFS MWO Flow

Unpublishing a Form

Adding a Logo to an Advanced Report

Orientation of Photos

Scaling Images for High Resolution

Connecting Data Set and Form Data

Deploying a Form Using Single Sign-On (SSO)

Using the Used for Personal Data Checkbox

Using the IFS Apps 10 Connection Type

Creating an Additional Email

Copying an Existing Report

Using the Enable for Calculated Fields Checkbox

Using the Calculate Default Date Field

Using the Restrict Date Pickers

Viewing the Forms Log

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

Using Azure Entra ID for SSO

Adding a Cell Condition

Using Form Descriptions on Linked Forms

Advanced Reports vs. Basic Reports

Root Element is Missing Error

Determining a SQL Server Connection String

Storing Data Warehouse Images

Common IIf Statements Used in IFS Data Maps

Creating a Data Set Using a SQL Query

Using the Edit Submitted Forms Window

Recycling an Application Pool in IIS

Using the Advanced Search Collapse

Long Field Label Text Not Wrapping

Read-Only Cells in a Table

Setting the Admin Site's Display Scheme

Using Folders and Subfolders

Using the Login Page

Ensuring Uniform Expansion of Table Rows in Reports

Using the Home Page in the Admin Site

Assigning Roles to a Form

Adding an Auto-Incrementing Number to a Form

Creating Auto-Incrementing Numbers

Adding a Comment to a Form

Using the Email Configuration Page

Using Message Templates

Using the Logos Tab

Using the Heading Styles Tab

Using the Input Styles Tab

Using the Table Styles Tab

Using the Form Templates Tab

Configuring Email Settings for Office365

Sending Notifications

Viewing the Notification Log

Using Notifications and Workflow

Using the Schedule and Dispatch Page

Adding a Dispatched Form

Editing and Deleting a Dispatched Form

Using the Dispatched Forms Page

Viewing Dispatched Forms

Assigning Forms to Envelopes

Deleting Multiple Form Submissions

Deleting a Pending Form

Using the Pending Forms Page

Viewing Workflow Comments

Viewing Workflow Details

Viewing Workflow Audit Trail Information

Reassigning a Workflow Item

Canceling a Workflow

Exporting a Submission

Viewing Logs

Viewing the API Log

Viewing the Change Log

Viewing the Data Maps Log

Adding a Spacer to a Form

Scanning a Form for Errors and Issues

Creating a Deep Link

Publishing a Form

Unpublishing a Form

Creating Public Forms

Creating Form Level Validations

Using Workflow

Viewing the Form Actions Log

Uploading Attachments to a Public Form

Exporting Designed Forms

Changes to Reference Name Field in 2506.5

Adding a Date Span Field to a Form

Adding a Time Span Field to a Form

Adding a Submitted on Date to a Basic Form

Adding a Segmented Button to a Form

Using the Themes, Styles, and Templates Page

Using the Form Settings window

Applying Styles to an Input

Creating an HTTP Request Form Action Type

Deleting a Logo

Using Real-Time Alerts

Specifying a Column Span

Using Input Sliders

Using the Users Page

Using the Edit User Window

Downloading the User Report

Using the Sync Users Window

Using Input Options

Creating Field Level Validations

Adding a Field Condition

Creating a Field Event

Best Practices for Using Selection Inputs

Adding a Checkbox Input to a Form

Previewing a Form

Adding a Paragraph to a Form

Adding a Lock Input to a Form

Adding an Action Button to a Form

Adding Formatting Rules to Number Fields

Adding a Calculated Field to a Form

Using Calculated Field Functions

Adding a Conditional Field to a Form

Using Nested Conditions

Using Merge Fields

Adding a Section to a Form

Mapping Fields to a Section

Using the About Window

Using the Favorites List

Using the Change Password Window

Using the Language Menu

Using the User Menu

Copying a Section

Editing a Section

Adding a Date Input to a Form

Adding a Date/Time Stamp Input to a Form

Creating a Tooltip

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

Using the User-Defined Formats Page

Adding a Text Input to a Form

Adding a Lookup Input to a Form

Adding a Signature Input to a Form

Adding a Sketchpad Input to a Form

Adding a Time Input to a Form

Adding a Number Input to a Form

Using the Calculate Default Date Field

Deleting Personal Data

Viewing the Delete Log

Viewing the Data Set Performance Log

Viewing the Deployment Log

Viewing the Developer Log

Viewing the Forms Log

Reprocessing Failed Data Maps

Creating a Data Map Condition

Creating Data Maps

Using Sections

Adding a Repeatable Group to a Form

Deleting Change Management Data

Adding a Folder

Using the Add User window

Adding a Team

Using the Admin Permissions Page

Using the View/Edit Submissions Page

Deleting a Heading

Deleting an Input Style

Deleting a Table Style

Using the Theme Colors Tab

Using the Import Users Window

Using the Roles Page

Using the Single Sign-On Tab

Using the Edit Admin Permission Window

Using the "None" Admin Permission

Adding Roles

Using Email Aliases

Using the Edit Role Window

Deleting a Role

Viewing User Role Information

Using the Teams Page

Configuring Email Settings for SendGrid

Configuring Email Settings for SMTP

Configuring API Settings

Using the SQL Server Connection Type

Setting up Data Connections

Using the REST/OAuth Connection Type

Using the IFS Apps 10 Connection Type

Using the IFS FSM Connection Type

Using an IFS Cloud Connection Type

Using the Attachment Connection Type

Using the Deployment Connection Type

Using the Form Deployment Page

Using the Security Page

Using the General Options Tab

Using the Device Settings Tab

Using the Passwords Tab

Versioning a Form

Deleting Form Versions

Deleting a Form

Adding a Heading to a Form

Deleting an Auto-Incrementing Number

Adding a Radio Input to a Form

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

Creating a Data Set

Using the Format Data Set Window

Copying a Data Set

Using Real Time Data Sets

Using Data Set Parameters for Deep Links

Filtering a Data Set

Adding a User-Defined Format to a Form

Using the Data Deletion Page

Removing a Checkout

Creating a Data Map for IFS Apps 10

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

Creating a Data Map to Facilitate a Connection to IFS FSM

Creating a Data Map for HTTP Request

Creating a Data Map for a Data Warehouse

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

Creating a Data Map for File Storage

Creating a Data Map to Execute Stored Procedures

Tracking For Changes VS. Using Form Versions

Using the Column Grid on a Form

Using Form Actions

Importing Designed Forms

Using the Confirm Delete Window

Adding a Toggle Input to a Form

Using the Copy Form Submissions Tab

Adding a Dynamic Table to a Form

Adding a Link Input to a Form

Adding a Page Break to a Form

Adding an Embedded Image to a Form

Applying a Template to a Form

Emailing Envelopes

Copying a Form

Deleting a Data Connection

Sending Multiple Forms in a Single Email Using Envelopes

Linking Child Forms

Creating a Basic Form

Expanding and Collapsing a Form Header

Creating a Data Set Using HTTP GET

FormsPro 2506.5 Fact Sheet

Deleting a Comment

Deleting an Embedded Image

Deleting a Form Heading

Adding a Select Input to a Form

Adding a Media Input to a Form

Adding a Submitted by User to a Basic Form

Using Photo Options

Creating an Additional Report

Using Video Options

Using Audio Options

Using Attachment Options

Creating a Form

Tracking Changes Made to a Form

Creating an Advanced Report

Creating an IFS Apps 10 Form Action Type

Creating a Stored Procedure Form Action Type

Making an Answer's Text Red on a Report

Using the Toolbar

Editing a Submitted Form from an Envelope

Using the Display Options

Using the Sidebar

FormsPro & Advanced Forms 2506.5 Maintenance Release Notes

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App

Rejecting Forms in Workflow

Viewing Required Fields on the App

Selecting the App Language

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

Using Notifications

Using the Settings Page in FormsPro

Using Number Indicators on Buttons

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

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

Clearing Data when Using the Same Browser

Deleting a Saved Form from the App

Starting a Form with Workflow

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