ProntoForms Help & Support
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ProntoForms 101
Product Announcements
- ★ Announcing: ProntoForms Status Page
- New Release: ProntoForms (iOS) 11.4
- New Release: ProntoForms (Android) 10.3
- Announcing New Features: Resource Images and Formatted Question Text
- New Release: ProntoForms (iOS) 11.3
- New Release: ProntoForms (Android) 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?
- 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
iOS Client Support
Android Client Support
Windows Client Support
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
Managing Forms and FormSpaces
FAQ
Reviewing Form Details
FormSpaces
Moving & Copying Forms
Form Versions & States
Testing & Deployment
Form Images
Form Builder
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)
Form Building 101
- Overview: The Form Builder
- Form Building Basics
- Form Settings
- Regular Sections
- Connecting Destinations & Documents to Forms
- About the Forms Library
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
- Data Types: Integer, Decimal, and Currency
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
- The Form Outputs Tab
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
- 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
Amazon Web Services
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
Dropbox
Emails and Notifications
- FAQ: Suppression Lists
- Email Connection
- Email Data Destination
- Execution Failure: Email size too large
- SMS Data Destination
- Twitter Data Destination
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 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
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
- Configure a Salesforce Connection
- Integration Errors: Salesforce
- Salesforce Report Data Source
- Salesforce Query Data Source
- Salesforce Account Data Destination
ServiceMax
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
- 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?
Document Formats for Integrations & Developers
- CSV Documents
- JSON Documents
- XML Documents
- DREL Documents
- Handlebars Document
- Create an XML/JSON/CSV Document
Other Documents - Meetings Invites and 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
Dispatching and Workflows
How-To & FAQ
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
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
- 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
Push Notifications
Advanced Solutions and Developer Tools
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