ProntoForms Help & Support
Can't find the information you are looking for? Contact our Support team.
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
- 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
- Form Images
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 Question Type: Text Field and Text Area
- V2 Question Type: Dropdown
- V2 Question Type: Multiselect
- V2 Question Type: Radiobutton
Additional Form Features
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
- Integration Errors: Quickbooks Online
- QuickBooks Online Connection
- QuickBooks Online Data Sources
- QuickBooks Online Invoice Data Destination
- QuickBooks Online Estimate 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
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