ProntoForms Help & Support

ProntoForms 101

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Product Announcements

• ★ Announcing: ProntoForms Status Page
• New Release: ProntoForms (iOS) v.11.5.2
• New Release: ProntoForms (Android) 10.5
• New Release: ProntoForms (Windows) 7.5
• New Release: ProntoForms (iOS) 11.4
• New Release: ProntoForms (Android) 10.3

See all 204 articles

Getting Started with ProntoForms

• Build a Custom Form
• Add a Repeatable Section to a Form
• Add Conditional Logic into a Form
• Download the Mobile Application
• Submit a Form
• Review Your Data on the Portal

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Frequently Asked Questions

• ProntoForms Language Support
• Supported Operating Systems for ProntoForms
• Feature Support by Operating System (OS)
• Forgot Your Password?
• Not Receiving Password Reset Email
• How do I change my ProntoForms username?

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Training

• How To Contact Technical Support

Using the Mobile App

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Overview

• Getting Started with the Mobile App
• In-Form Navigation
• Completing Forms
• Reconcile or Send/Receive
• Review a "Summary" of a mobile form before submitting
• Using Repeatable Sections in the mobile app

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How-To & FAQ

• A form is "stuck" in my Outbox. What do I do?
• How-To: Log out of the Mobile App
• My forms are not appearing on my device. Where are my Forms?
• Check your Mobile Device's Connection
• FAQ: Can I recover my in-progress forms if I lose or break my mobile device?
• Battery Drain while using ProntoForms App

See all 17 articles

iOS Client Support

• Install the ProntoForms iOS App
• The Mobile App Tabs: iOS
• ProntoForms iOS Client Settings
• How to: Enable Location Services on your iOS Device
• How to: Create an iTunes Account without a credit card

Android Client Support

• Install the Prontoforms Android App
• The Mobile App Navigation: Android
• How to: Enable Location Services on your Android Device
• ProntoForms Android Client Settings

Windows Client Support

• Install the Windows 10 App
• Windows 10 App Settings
• How to: Enable Location Services on ProntoForms for Windows

Troubleshooting

• What are some alternatives to using the Ditto feature?
• How to delete or cancel a 'Send for Edit' request
• Index page showing on Tab or iPad
• My device is showing I have reached the 20MB limit on my submission
• How to create a screen recording for troubleshooting purposes
• Troubleshooting: Lagging in the app

See all 22 articles

Managing Forms and FormSpaces

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FAQ

• How do I find my Forms in the Web Portal?
• Why is my form locked?
• Why do I get repeat emails when there is an Error from a FormSpace?

Reviewing Form Details

• Viewing Form Details
• The Form Diagram
• The Form Properties Tab
• Overview: Unique IDs
• Review Form Details in an Excel Spreadsheet

FormSpaces

• How-To: Enable FormSpaces
• Managing FormSpaces

Moving & Copying Forms

• Copying a Draft Version of a Form
• Moving & Copying Forms

Form Versions & States

• Active, Draft, and Archived Forms
• Form Versions
• Archiving and Deleting Forms

Testing & Deployment

• Best Practices for Form Building, Testing, and Deployment
• Introducing and Testing New Form Versions in a Production Environment

Form Images

• Form Images

Form Builder

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Forms Overview & FAQ

• Overview: Forms
• V2 Forms FAQ
• Overview: Documents
• How-To: Import a Form from the Library
• Enable Access to V2 Forms
• Customize Naming of Items in the Mobile App (Data Record Naming)

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Form Building 101

• Overview: The Form Builder
• Form Building Basics
• Form Settings
• Regular Sections
• Connecting Destinations & Documents to Forms
• About the Forms Library

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Question and Data Types

• Question Text Formatting
• #How to Clear Location questions in IOS
• Question Type: Resource Image
• Overview: Question and Data Types in the Form Builder
• Adding Help Content to Questions
• Upload an Image to Help Options (Professional Tier)

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Repeatable Sections

• Overview: Repeatable Sections
• Repeatable Sections: Building Repeatable Sections
• Repeatable Sections: Conditional Logic
• Repeatable Sections: Summary Table
• Repeatable Sections: Footer
• Repeatable Sections: Settings

Conditional Logic

• Overview: Conditional Logic
• Creating & Managing Conditional Logic
• Building Conditional Logic Rules
• Conditional Logic: Operators and Actions
• Troubleshooting Conditional Logic
• Troubleshooting: Rule name must be unique error when creating conditional logic rule

Working with Data Sources

• Filtering Data Sources
• Filtering Data Sources based on Location
• Pushing Data to Other Questions from a Data Source
• How-To: Filter Choices in a Dropdown Question
• Cascading Dropdown Filters

Additional Form Features

• Additional Comments on Questions
• Answer Exceptions
• Enable Data Passthrough on Forms
• Stamping Data Onto Images

Customer Feedback Forms

• Customer Feedback Destination
• Overview: Customer Feedback Forms

Template-Based Sections

• Overview: Template-Based Sections
• Building Template-Based Sections
• Managing Templates

Troubleshooting

• Moving and Copying Questions in Form
• Increase Submission Size Limit
• Required field came through on Submission blank

Integrations

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How-To & FAQ

• How-To: Reference Data Sources in Forms
• How-To: Link data destinations to forms
• How-To: Find a file path
• How To Re-Connect an Expired Connection
• How-to: Change how form submissions are named and organized in cloud services
• The Form Outputs Tab

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General: Connections

• Connections Overview
• Troubleshooting: Revoked Authorization: "The authorization has been revoked" Error

General: Data Sources

• Data Sources Overview
• Data Source Supported File Formats
• Creating & Managing Data Sources
• Manual Upload Data Sources: Using CSV, XML, JSON Files or Excel Files
• User Data Source
• Using Data Sources: Simple Use Cases

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General: Data Destinations

• Data Destinations Overview
• Creating & Managing Data Destinations
• Applying Filtering to Data Destinations
• Troubleshooting Data Destinations
• Attachment File Naming

Troubleshooting: Integrations

• Error message-Failed to execute: Missing Resource: Not Found: itemNotFound -- The resource could not be found.
• 'Destination added after submission was processed' Error
• Salesforce Destination error "An unhandled fault has occurred in this flow"
• 'Error, Too Many Cells' error on Data Source
• I have updated my Data Source and cannot see the changes on my device
• Images are Duplicating in my Destination

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Amazon Web Services

• Amazon Web Services Connection
• Amazon S3 Data Source
• Amazon S3 Data Destination
• Amazon SNS Data Destination
• Amazon Glacier Data Destination
• TELUS Managed Object Storage Integration

Box

• Integrating Prontoforms with Box
• Box Connection
• Box Data Source
• Box User Group Data Source
• Box Data Destination
• Manage your form data with Box

Custom Integrations and Webhooks

• HTTP Connection
• HTTP GET Data Source
• HTTP POST/PUT/PATCH Data Destination
• HTTP File Upload Data Destination
• WebDav (HTTP PUT) Data Destination
• Destination Response Outputs

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Dropbox

• Dropbox Connection
• Dropbox Data Source
• Dropbox Data Destination

Emails and Notifications

• FAQ: Suppression Lists
• Email Connection
• Email Data Destination
• Execution Failure: Email size too large
• SMS Data Destination
• Twitter Data Destination

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FTP/SFTP

• FTP/Secure FTP Connection
• FTP/Secure FTP Data Source
• FTP/Secure FTP (SFTP) Data Destination

Geotab

• Integrate with Geotab

Google and G Suite

• ProntoForms and Google: Two-Way Integration
• Google Connection
• Google Sheets Data Source
• Google Drive Data Destination
• Google Cloud Print Data Destination
• Google Contact Data Destination

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Office 365 and Sharepoint

• Microsoft Sites Document Library Connection
• Microsoft Sites Document Library Data Source
• Microsoft Sites Document Library Data Destination
• Microsoft Sites Custom List Data Source
• Microsoft Sites Custom List Data Destination
• Microsoft Office 365 Business Connection

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Quickbooks Online

• ProntoForms and QuickBooks Online: Two-Way Integration
• Quickbooks Online: Detailed Integration Guide
• Integration Errors: Quickbooks Online
• QuickBooks Online Connection
• QuickBooks Online Data Sources
• QuickBooks Online Invoice Data Destination

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Salesforce

• ProntoForms and Salesforce: Two-Way Integration
• Configure a Salesforce Connection
• Integration Errors: Salesforce
• Salesforce Report Data Source
• Salesforce Query Data Source
• Salesforce Account Data Destination

See all 16 articles

ServiceMax

• Integrate with ServiceMax
• Integrate with ServiceMax Zinc

Sharefile

• ShareFile Connection
• ShareFile Data Source
• ShareFile User Group Data Source
• ShareFile Data Destination
• "Invalid file path" error when attempting to create a ShareFile Data Source

Zendesk

• Zendesk Connection
• Zendesk Ticket Data Destination

Form Submission Data

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Overview & FAQ

• Form Submission Retention and Deletion
• Reporting Overview
• FAQ: Why are "Date submitted" and "Date Uploaded" different dates?
• Forms submitted by my team usually show up right away. Why is this one delayed?

Viewing Data in the Web Portal

• Viewing Form Submissions in the Web Portal
• View All Form Activity
• View the Details of a Form Submission
• Form Submission States
• Form Submission Versioning
• Form Submission Timestamp Fields

See all 7 articles

Export Data to a Spreadsheet

• CSV Export of Form Submissions
• Schedule a CSV Export of Form Submissions
• Legacy: "All Form Activity" - Scheduled CSV Exports
• Legacy: "All Form Activity" CSV Export Options
• Legacy: "All Form Activity" Saved Filters
• Display Accented Characters in ProntoForms-Generated CSV files

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ProntoForms Analytics

• How do I convert my Advanced Analytics or Custom Documents from V1 to V2?
• ProntoForms Basic Analytics
• Configuring the Dashboard
• Activity Views
• Advanced Analytics for ProntoForms

Troubleshooting

• Troubleshooting: PDF not reaching my Data Destination
• Error: Connection Timed Out
• Why are my Documents not coming through in the Destination?

Document Generation

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Documents Overview

• Documents Overview
• Creating & Managing Documents
• How To: Ensure Information questions are always shown on documents
• FAQ: What characters are allowed in document filenames?
• Question: Not able to link documents into form
• How to: Edit the logo on a Document

Visual Documents - PDF, Word, HTML, and Excel

• PDF, Word, and HTML Documents
• Standard layout options for PDF/Word/HTML documents
• Custom Excel Document
• How do I remove the "Form Information" section of PDF, Word, and HTML documents?
• File upload field coming through blank on Document
• Can I download all my PDFs at once from the web portal?

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Document Formats for Integrations & Developers

• CSV Documents
• JSON Documents
• XML Documents
• DREL Documents
• Handlebars Document
• Create an XML/JSON/CSV Document

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Other Documents - Meetings Invites and Business Cards

• Event Invitations
• Business Cards

Custom Document Editor - PDF, Word and HTML Documents using Handlebars

• Custom Document Editor
• Handlebars: Basic Question References
• Handlebars: Form Submission Metadata References
• Handlebars: Advanced Question References
• Handlebars: Conditions (If and Else)
• Handlebars: Date and Time Formatting

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Dispatching and Workflows

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How-To & FAQ

• Configuring Forms and Destinations for Dispatching
• How-To: Set up a form for dispatching
• Is it possible to dispatch the Draft version of a Form?
• Can V2 Forms Dispatch into V1 Forms?
• FAQ: How do I dispatch multiple email addresses to an email field using a bulk dispatch?

Dispatching Forms to a User

• Bulk Dispatching into Repeatable Sections
• Dispatching Overview
• Dispatch Metadata and Inbox Views
• Dispatch with the ProntoForms Portal
• Bulk Dispatch with the ProntoForms Portal
• Dispatch Data Destination

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Searching and Editing Form Submissions

• Mobile Search box: Search for and Edit Past Submissions
• Editing Form Submissions
• Where to find the Form Submission Reference Number in the Web Portal

Users and Permissions

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Users and Groups

• User Profile
• Managing Users
• User Roles
• User Account Locked Out
• Setting up User Aliases
• Managing Groups

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Permissions

• Permissions Overview
• Overview: Assigning Forms to Users
• FormSpace Permissions
• User Permissions
• How-To: Assign Forms to Users

Account Settings, Billing, and Security

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General Settings

• Team Settings
• Timezone Settings
• What is a "Problem Contact Email Address"?

Mobile App Settings

• Customize ProntoForms with your Brand and Logo
• Customize the Mobile App Tabs
• Customize the Mobile App "Support Information"

Billing

• Error when trying to add license
• Managing Your Subscription
• How do I change my ProntoForms payment information?
• Canceling Your ProntoForms Account
• AT&T Mobile Forms How-to: Add users and licenses

Corporate Single Sign-On

• Set Up Corporate Login (Single Sign-On) for ProntoForms Teams
• Log in Using Corporate Login/Single Sign-On
• Corporate Login (Single Sign-On): Managing Users
• Setting up Corporate Login/SSO for ProntoForms using Okta
• Set Up Salesforce for ProntoForms Corporate Login/Single Sign-On (SSO)
• Set Up Active Directory Federation Services (ADFS) for ProntoForms Single Sign-On

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Security

• Customer Data Lifecycle
• In-Memory Forms
• Overview: HIPAA Compliance and Security Features
• Security - Frequently Asked Questions
• Granting ProntoForms Support access to your account
• Configure a Password Policy

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Push Notifications

• Push Notifications Overview
• Turn On Push Notifications for your Team
• Turn Off Push Notifications for Select Actions

Advanced Solutions and Developer Tools

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ProntoForms API Reference Guide

• About the API
• General Information on the API
• Setup an API Application on ProntoForms
• API: Error Handling
• Data Sources (API)
• Dispatch a Form with the API

See all 15 articles

Enterprise Mobility Management Solutions

• MDM Secrets for Trusted Devices
• Managing ProntoForms Mobile Apps with an AppConfig EMM
• Embedding ProntoForms in Enterprise Mobility Management Solutions
• Android: Deploying ProntoForms with MobileIron
• iOS Managed Configuration for ProntoForms with MobileIron

Advanced Solutions

• White Label Product Guide
• Data Record Expression Language (DREL)
• DREL for Repeatable Sections
• Using Freemarker (FTL) with ProntoForms

Developer Tools

• How to Install a Beta Build of ProntoForms for Android
• How to Install a TestFlight Version of ProntoForms for iOS
• How-To: Launch a Map App from a Mobile Form
• How-To: Launch ProntoForms from another Android App
• How-To: Integrate ProntoForms with SQL Server with the REST API
• App-to-App Communication

ProntoForms for Resellers

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Partner Provisioning API

• General Information on the API
• Error Handling
• Subscriber Management