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 (iOS) 10.3
- New Release - ProntoForms (Windows 10) 6.7
- New Release - ProntoForms (Android) 9.3
- New Release - ProntoForms (Android) 9.2
- New Release - ProntoForms (iOS) 10.2
Alerts
- [RESOLVED] iOS 13 Changes Affecting ProntoForms for iOS Push Notifications
- 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
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
- 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?
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?
- How-To: Log out of the Mobile App
- My forms are not appearing on my device. Where are my Forms?
- Can I configure ProntoForms to automatically lock after a period of time?
- Check your Mobile Device's Connection
- FAQ: Can I recover my in-progress forms if I lose or break my mobile device?
iOS Client Support
Android Client Support
Windows Client Support
Troubleshooting
- How to create a screen recording for troubleshooting purposes
- Troubleshooting: Lagging in the app
- How-To: Send Draft Form Submissions to Support
- How-To: Send Logs to Support
- FAQ: Outbox/Sent Folder Missing
- Form Updates or Dispatches are Delayed in Application
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
- Change the currency displayed on your ProntoForms report
Building and Managing 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
- Overview: V2 Forms
- V2 Forms FAQ
- Enable Access to V2 Forms
- Customize Naming of Items in the Mobile App (Data Record Naming)
- Converting a Form from V1 to V2
- Overview: V2 Documents
Form Building 101
- Overview: The V2 Form Builder
- V2 Form Builder: Form Building Basics
- Overview: Regular Sections
- V2 Form Builder: Data Destinations Tab
- Enable a Summary Page on a Form
- V2 Form Builder: Form Settings
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
- Supported Domains for Email Data Type Questions
- V2 Data Type: Duration
Repeatable Sections
Conditional Logic
Working with Data Sources
Additional Form Features
Customer Feedback Forms
Template-Based Sections
Troubleshooting
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 Re-Connect an Expired Connection
- 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?
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
Troubleshooting: Integrations
- 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
- Data Source Not Pulling Information Into Form Question
- Can you write repeat form submission data to SalesForce?
Amazon Web Services
Box
Custom Integrations and Webhooks
- Integrate with ServiceMax Zinc
- HTTP Connection
- HTTP GET Data Source
- HTTP POST/PUT/PATCH Data Destination
- HTTP File Upload Data Destination
- WebDav (HTTP PUT) Data Destination
Dropbox
Emails and Notifications
- Email Connection
- Email Data Destination
- SMS Data Destination
- Twitter Data Destination
- Twitter Connection
- Can data destination emails be sent from my company's email address?
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
- 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
- Microsoft OneDrive for Business Data Source
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
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
- 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
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
Troubleshooting
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?
- File upload field coming through blank on Document
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
- Handlebars: Form Submission Metadata References
- Custom Document Editor
- Handlebars: Basic Question References
- Handlebars: Advanced Question References
- Handlebars: Conditions (If and Else)
- Handlebars: Date and Time 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
Searching and Editing Form Submissions
Users and Permissions
Users and Groups
- User Profile
- Managing Users
- User Roles
- User Account Locked Out
- Setting up User Aliases
- Managing Groups
Permissions
Account Settings, Billing, and Security
General Settings
Mobile App Settings
Billing
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
Security
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