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FormsPro
Knowledge articles about FormsPro
Admin Site
- Storing Attachment/Image Files to Other Locations Rather than a Database
- Using the More Menu in Tables
- Using Read-Only Fields
- 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
- Deleting an Additional Email
- Receiving a Password Hash Mismatch Error
- Using a Page Break with a Conditional Field
- HTTP Verbs
- Limiting Errors Sent to Email
- Adjusting the Size of a Paragraph on a Report
- Printing a Signature's Date and Time Information
- 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
- Preventing Collapsing Headings
- New 2404.4 FormsPro Features
- Deleting a Report
- Finding Dynamic Fields on Forms
- Using the Form Search
- Using the Displayed Value is Different than Saved Value Toggle
- Setting up API Access for Email through Office365
- Super Users
- Using Events options
- Licensed VS. Unlicensed Users
- Iteration Targets
- Adding a Data Set to a Section
- Symbols and Icons Used in FormsPro and Advanced Forms
- Adding a Data Set to a Dynamic Table/Sub-Table
- Using Folders and Subfolders
- Using Multi-factor Authentication (MFA)
- Editing Default Email Settings
- Adding a Folder
- Using a Conditional Static Table
- Using the Expression Editor
- Symbols/Operators Used in Expressions
- Using the Expression Panel
- 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
- Using an App Password in FormsPro
- Navigation Menu Displaying Wrong Menu Names
- IFS MWO Flow
- Orientation of Photos
- Scaling Images for High Resolution
- Deploying a Form Using Single Sign-On (SSO)
- Using the Used for Personal Data Checkbox
- Creating an Additional Email
- Copying an Existing Report
- Using the Enable for Calculated Fields Checkbox
- Using the Restrict Date Pickers
- Deleting a User
- Using Azure Entra ID for SSO
- Adding a Cell Condition
- Using Form Descriptions on Linked Forms
- 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
- Setting the Admin Site's Display Scheme
- Using the Login Page
- 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
- 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
- Adding a Static Table to a Form
- Using the About FormsPro 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
- 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 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 IFS Cloud
- 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, Section or Repeatable Group
- 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
- Linking Child Forms
- Creating a Basic Form
- Expanding and Collapsing a Form Header
- Creating a Data Set Using HTTP GET
- FormsPro 2510.5 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 a Media Input's Attachment Options
- Creating a Form
- Tracking Changes Made to a Form
- Creating an IFS Apps 10 Form Action Type
- Creating a Stored Procedure Form Action Type
- Using the Toolbar
- Editing a Submitted Form from an Envelope
- Using the Display Options
- Using the Sidebar
- Editing and Deleting a Folder
- Connecting to Azure AD for SSO
- Creating an IFS Cloud Form Action Type
- Using a Deep Link and QR Code to Open a Form
- Creating an IAM Client in IFS Cloud
- Retrieving the Token URL for IFS Cloud
- Using Field Type Options in the Format Data Set Data Window
- Understanding Data Origination Types
- Creating a Data Set Using an XML Query
- New 2510.5 Advanced Forms/FormsPro Features
- Using an Alternate Gallery Source in the App
- Using an Alternate Gallery Source
- Using the Main Toolbar in the Report Designer
- Using the Report Designer Properties Panel
- Adjusting Margins to View Images on a Report
- Making an Input Hidden in the App
- Deleting a Section
- Blank Option in Select Column for Highlight List
- Setting Default Timeout Period for all Devices
- Making a Field Required Depending on Answer
- Printing a DOCX File
- Creating Your First Form
- Specifying a Minimum and Maximum Value for Numbers
- Using the Signature Text Box Instead of a Paragraph
- Form Version Control VS. Change Management
- Using the Edit Page Window
- Defaulting a Value from One Field to Another Field
- 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
- 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
- Truncating File Name
- Renewing Expired Security Certificate
- Understanding Stopping/Starting vs. Recycling Application Pool
- Sizing Pictures and Signatures
- Clearing Browser Cache
- Using Endpoint Mapping to Associate a Form with an Integration Endpoint
- Restarting the App Pool for FormsPro
- Using an External Keyboard
- Printing Sub-Tables
- Modifying Reports with Reference Names
- Deleting a Temp File from the Storage location
- Reference Name Displays HTML Code in Edit Paragraph Window
- Converting Dynamic Fields to Data Sets
- Dismissing the Keyboard when using SketchPad Input on iPhones
- Using the Admin Site
App
- 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 Change Password Page in the App
- Searching for Submitted Forms in the App
- Displaying Folders in the FormsPro App
- Using the Search Bar in the App
- Synching the 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 Pending Submissions Page
- Copying a Form Submission in the App
- Viewing a Form Submission
- Using the Table of Contents in the FormsPro App
- 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
- Working Offline with IFS Mobile Work Order (MWO)
- Using Contactless Signatures
- Showing Folders in the App
- Using the Asterisk on 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
- Moving Forms to Envelopes
- Using Collapsible Labels and Headings to Shrink and Expand Areas of a Form
- Saving a Form from an Envelope
- Using a Browser App
- Using Notifications
- Viewing a Section in the App
- Using Forms and Envelopes
- Using the Lock Fields Button in the App
- Tabbing with an External Keyboard
- Managing a Linked Form
- Using Basic Forms
- Using Tables in the App
- Using the SketchPad Tools
- Annotating an Image
- Understanding Number Indicators on Badges/Buttons
- Transferring a Form to Another App User
- Dispatching/Scheduling Forms
- Using the More Menu
- Restoring Deleted Items
- Using the Settings Page in the App
- Expanding and Collapsing Areas
- Selecting the App Language
- Rejecting Forms in Workflow
Reports
- Using the Report Designer Menu
- Creating an Advanced Report
- Customizing the Look of Your Advanced Report
- Adding an Image to a Report Footer
- Previewing a Report Format
- Selecting Fields in the Report Designer
- Adding an Image to a Report Header
- Advanced Reports vs. Basic Reports
- Adding a Logo to an Advanced Report
- Using Word Wrap on a Report
- Using Can Grow on a Report
- Using Report Bands
- Using the Report Designer Toolbox
- Using the Can Shrink Option on Reports
- Using the Null Value Text Setting in the Report Designer
- Ensuring Uniform Expansion of Table Rows in Reports
- Adding Page Numbers to a Report
- Assigning Data to a Barcode on a Report
- Understanding the Report Designer Properties
- Understanding the Report Bands in the Report Designer
- Report Doesn't Email Due to Size
- Preventing a Page Break in a Sub-report
- Changing the Measure Units on Reports
- Extra Spacing in Report Name Merge Fields
- Resizing a Field on a Report
- Enlarging a Photo on a Report
- Using the Properties, Expressions, Field List and Report Explorer Panels
- Flipping a Sub-Report to Print Vertically
- Printing Longer Media Captions on a Report
- Special Characters in a Sub-Report Name
- Conditionally Preventing a Static Table (Sub-report) from Printing on a Report
- Changing the Page Margins on a Report
- Formatting the Height of Table Rows on a Report
- Making an Answer's Text Red on a Report
- Preventing an Empty Dynamic Table from Printing on Report
- Preventing an Empty Sub-Table in a Sub-Table from Printing on a Report
- Preventing an Empty Static Table from Printing on a Report