ProntoForms Help & Support
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ProntoForms 101
Product Announcements
- ★ Announcing: ProntoForms Status Page
- Announcing: ProntoForms’ App Logo is Changing
- New Release - ProntoForms (Windows 10) 5.9
- New Release - ProntoForms (Android) v.7.7
- New Release - ProntoForms (iOS) v8.5
- New Release - ProntoForms (Android) v.7.6
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
- How do I change my ProntoForms password?
- Forgot Your Password?
- How do I change my ProntoForms username?
- Why is my account locked?
- Supported Operating Systems for ProntoForms
- Getting Started with Spike and ProntoForms
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
- Enable Push Notifications On a Mobile Device
iOS Client Support
Android Client Support
Troubleshooting
- There was an error with the Salesforce API call
- Unable to Reconcile or Send Data Records: Error Code: Request Time Too Skewed
- Error: HTTP 404 not found with WebDav Data Destinations
- Error: Device Limit Exceeded
- Error: No Form Definitions Downloaded
- Error: Authentication Failed
Windows Client Support
Managing Forms
Overview & FAQ
Managing Form Changes
FormSpaces
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
- Attachment File Naming for Repeatable Sections
- The Pages & Questions Tab
- The Data Destinations Tab
- Attachment File Naming
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
- Overview: V2 Forms
- Overview: The V2 Form Builder
- Overview: Mobile Form Sections
- Overview: Conditional Logic
- Overview: Repeatable Sections
- Overview: V2 Documents
The Form Builder
Question and Data Types
- V2 Forms: Overview: Question and Data Types in the Form Builder
- V2 Question Type: Text Field and Text Area
- V2 Question Type: Dropdown
- V2 Question Type: Multiselect
- V2 Question Type: Radiobutton
- V2 Question Type: Information Label
Working with Data Sources
Repeatable Sections
Conditional Logic
Integrating Mobile Forms
How-To & FAQ
- How-To: Link data destinations to forms
- How-To: Update your Data Sources in Google Sheets
- How-To: Reference Data Sources in Forms
- How-To: Find a file path
- How-To: QuickBooks Manual to import / export to CSV
- How-to: Change how form submissions are named and organized in cloud services
Importing Business Data - 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
- Salesforce Report Data Source
Delivering Data - Data Destinations
- Data Destinations Overview
- Creating & Managing Data Destinations
- Email Data Destination
- Applying Filtering to Data Destinations
- Troubleshooting Data Destinations
- IP White List
Connections
- TELUS Managed Object Storage Integration
- Connections Overview
- Box Connection
- Email Connection
- FTP/Secure FTP Connection
- HTTP Connection
Dispatching and Workflows
Editing Form Submissions
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
- Supported Question and Data Types for Dispatching
Viewing Form Submissions
Overview & FAQ
Viewing Data in the Web Portal
- Viewing Form Submissions in the Web Portal
- View the Details of a Form Submission
- CSV Export of Form Submissions
- Schedule a CSV Export of Form Submissions
- View All Form Activity
- Form Submission States
Documents & Data Formats
- Creating & Managing Documents
- PDF, Word, and HTML Documents
- V1 - Standard layout options for PDF/Word/HTML documents
- V2 - Standard layout options for PDF/Word/HTML documents
- CSV Documents
- JSON Documents
Custom Documents with 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
ProntoForms Analytics
Managing Users and Permissions
Users and Groups
Permissions
Managing Your Account
Customizing the Mobile App
General Settings
- Team Settings
- User Profile
- Timezone Settings
- What is a "Problem Contact Email Address"?
- Push Notifications Overview
- Turn Off Push Notifications for Select Actions
Billing
Security Settings
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
- Inter-App Callbacks
- Data Record Expression Language (DREL)
- DREL for Repeatable Sections
- White Label Product Guide
- Geotab: How to Add ProntoForms to Geotab
- How-To: Integrate ProntoForms with SQL Server with the REST API