ProntoForms Help & Support
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ProntoForms 101
Product Announcements
- ★ Announcing: ProntoForms Status Page
- New Release - ProntoForms (Android) v.8.1
- Announcing: Custom Excel Documents
- New Release - ProntoForms (iOS) v9.1
- Announcing: Answer Exceptions and Additional Comments
- Announcing: Review Form Details in Excel
Alerts
- RESOLVED: Dispatch Data Destination Dispatching Blank Values
- RESOLVED: SMS Data Destination Failures
- Resolved: Maintenance Window Extended
- RESOLVED: iOS 8.1.2 Photostream not supported by App
- RESOLVED : Form Builder Error
- RESOLVED: Web Client issue Nov. 23, 2014
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
Frequently Asked Questions
Training
Using the Mobile App
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
How-To & FAQ
- A form is "stuck" in my Outbox. What do I do?
- Using the Sketch Pad Control
- Using Spike Measurement with the Mobile App
- How-To: Log out of the Mobile App
- How-To: Send Logs to Support
- FAQ: Safe Animations
iOS Client Support
Android Client Support
Windows Client Support
Troubleshooting
Managing Forms and FormSpaces
Overview & FAQ
- Overview: Unique IDs
- How do I find my Forms in the Web Portal?
- Viewing Form Details
- Review Form Details in an Excel Spreadsheet
- Moving & Copying Forms
- The Form Diagram
Managing Form Changes
FormSpaces
V1 Classic Form Builder
Overview & FAQ
- About the Forms Library
- Importing From the Forms Library
- How-To: Import a Form from the Library
- How-To: Filter Choices in a Dropdown Question
- Calculate a score or average using button groups
- How-To: Ensure users do not submit forms without filling all required questions
Building and Managing Mobile Forms
- Viewing & Editing Form Details
- Creating & Managing Mobile Forms
- The Pages & Questions Tab
- The Data Destinations Tab
- Skip Logic
- Adding "Help" Content to Mobile Forms
Form Controls and Data Types
- Form Controls & Data Types
- Data Type: Information
- Data Type: Text
- Data Type: Yes/No
- Data Type: Date and Time
- Data Type: Number
Form Properties
V2 Form Builder
V2 Forms Overview & FAQ
Form Building 101
Question and Data Types
- V2 Forms: Overview: Question and Data Types in the Form Builder
- V2 Forms: Adding Help Content to Questions
- V2 Data Types: Integer, Decimal, and Currency
- V2 Data Types: Email Address, URL, and Phone Number
- V2 Data Type: Free Text
- V2 Question Type: Text Field
Additional Form Features
Template-Based Sections
Working with Data Sources
Repeatable Sections
Conditional Logic
Integrations
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: Change how form submissions are named and organized in cloud services
- FAQ: Why is an email not being sent to an email address extracted from a form label?
- What does "Error: Data Record Processor Execution Failed" mean?
General: Connections
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
General: Data Destinations
Amazon Web Services
Box
Custom Integrations and Webhooks
Dropbox
Emails and Notifications
- Email Connection
- Email Data Destination
- SMS Data Destination
- Twitter Data Destination
- Twitter Connection
- I want more people to receive my submitted forms. Where do I add their email addresses?
FTP/SFTP
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
Office 365 and Sharepoint
- Troubleshooting Integration Errors: Office365 & Sharepoint Online
- 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
Quickbooks Online
- ProntoForms and QuickBooks Online: Two-Way Integration
- Quickbooks Online: Prerequisites and Setup
- Integration Errors: Quickbooks Online
- QuickBooks Online Connection
- QuickBooks Online Data Sources
- QuickBooks Online Invoice Data Destination
Salesforce
- ProntoForms and Salesforce: Two-Way Integration
- Integration Errors: Salesforce
- Salesforce Connection
- Salesforce Report Data Source
- Salesforce Query Data Source
- Salesforce Account Data Destination
Sharefile
Zendesk
Form Submission Data
Overview & FAQ
Viewing Data in the Web Portal
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
ProntoForms Analytics
Document Generation
Documents Overview
Visual Documents - PDF, Word, HTML, and Excel
- PDF, Word, and HTML Documents
- V2 - Standard layout options for PDF/Word/HTML documents
- Custom Excel Document
- How-To: Customize your PDF documents
- How do I remove the "Form Information" section of PDF, Word, and HTML documents?
- Can I download all my PDFs at once from the web portal?
Document Formats for Integrations & Developers
- CSV Documents
- JSON Documents
- XML Documents
- DREL Documents
- Handlebars Document
- V2 Form Builder: Create a V2 XML/JSON/CSV Document
Other Documents - Meetings Invites and Business Cards
Custom Document Editor - PDF, Word and HTML Documents using Handlebars
- Custom Document Editor
- Using Handlebars - Basic Question References
- Using Handlebars - Advanced Question References
- Handlebars: Conditions (If and Else)
- Handlebars - Advanced: How to Conditionally Include Answers
- Handlebars - Advanced: How to Add Conditional Formatting
Dispatching and Workflows
How-To & FAQ
Dispatching Forms to a User
- Bulk Dispatching into Repeatable Sections
- Dispatching Overview
- Dispatch with the ProntoForms Portal
- Bulk Dispatch with the ProntoForms Portal
- How to Find ID Values using the Web Administration Portal
- Dispatch Data Destination
Editing Form Submissions
Users and Permissions
Users and Groups
Permissions
Account Settings, Billing, and Security
General Settings
Mobile App Settings
Billing
Password Policies and SSO
- Overview: HIPAA and Security Related Features
- Configure a Password Policy
- Setting up SSO into ProntoForms from OneLogin
- Mass Password Deletion
- Session Length
- Set Up Single Sign-On for ProntoForms Teams
Push Notifications
Advanced Solutions and Developer Tools
ProntoForms REST API
- About the API
- General Information on the API
- Setup an API Application on ProntoForms
- API: Error Handling
- Dispatch a Form with the API
- Dispatch a Form with the REST API using Form Tags
Enterprise Mobility Management Solutions
Advanced Solutions
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
- Inter-App Communication