ProntoForms Help & Support

ProntoForms 101

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Product Announcements

• ★ Announcing: ProntoForms Status Page
• Announcing: ProntoForms for iOS v.10: New List View and Improved Navigation
• New Release - ProntoForms (Android) 8.12
• New Release - ProntoForms (Android) 8.11
• New Release - ProntoForms (Android) 8.10
• New Release - ProntoForms (iOS) 9.9

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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

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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

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Frequently Asked Questions

• ProntoForms Language Support
• Supported Operating Systems for ProntoForms
• Forgot Your Password?
• How do I change my ProntoForms username?
• How do I change my ProntoForms password?
• What does "Error: Data Record Processor Execution Failed" mean?

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Training

• How To Contact Technical Support

Using the Mobile App

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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

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How-To & FAQ

• Document to PDF Scanning
• Battery Drain while using ProntoForms App
• FAQ: Dropdown Question Not Populating on Form
• Using Camera to Text to Answer Questions
• A form is "stuck" in my Outbox. What do I do?
• Using the Sketch Pad Control

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iOS Client Support

• Install the ProntoForms iOS App
• The Mobile App Tabs: iOS
• ProntoForms iOS Client Settings
• How to: Enable Location Services on your iOS Device
• How to: Create an iTunes Account without a credit card

Android Client Support

• Install the Prontoforms Android App
• The Mobile App Navigation: Android
• How to: Enable Location Services on your Android Device
• ProntoForms Android Client Settings

Windows Client Support

• Install the Windows 10 App
• Windows 10 App Settings
• How to: Enable Location Services on ProntoForms for Windows

Troubleshooting

• 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
• Error: Trial Expired

Managing Forms and FormSpaces

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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

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Managing Form Changes

• Active, Draft, and Archived Forms
• Form Versions
• Archiving and Deleting Forms
• Best Practices for Form Building, Testing, and Deployment
• Introducing and Testing New Form Versions in a Production Environment

FormSpaces

• How-To: Enable FormSpaces
• Managing FormSpaces

V1 Classic Form Builder

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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

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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

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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

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Form Properties

• Form Properties and Settings Tabs
• Enable Data Passthrough on Forms
• Customize Naming of Items in the Mobile App (Data Record Naming)
• V1: Enable an Index Page on a ProntoForm

V2 Form Builder

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Customer Feedback Forms

• Overview: Customer Feedback Forms

V2 Forms Overview & FAQ

• Overview: V2 Forms
• V2 Forms FAQ
• Enable Access to V2 Forms
• 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
• V2 Form Builder: Form Settings
• V2 Form Builder: Icon Glossary

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: Duration
• V2 Data Type: Free Text

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Additional Form Features

• Additional Comments on Questions
• Answer Exceptions
• V2: Stamping Data Onto Images

Template-Based Sections

• Overview: Template-Based Sections
• Building Template-Based Sections
• Managing Templates

Working with Data Sources

• V2 Forms: Filtering Data Sources
• V2 Forms: Filtering Data Sources based on Location
• V2 Forms: Pushing Data to Other Questions from a Data Source

Repeatable Sections

• Overview: Repeatable Sections
• Repeatable Sections: Building Repeatable Sections
• Repeatable Sections: Conditional Logic
• Repeatable Sections: Summary Table
• Repeatable Sections: Footer
• Repeatable Sections: Settings

Conditional Logic

• Overview: Conditional Logic
• Creating & Managing Conditional Logic
• Building Conditional Logic Rules
• Conditional Logic: Operators and Actions
• Troubleshooting Conditional Logic
• Troubleshooting: Rule name must be unique error when creating conditional logic rule

Integrations

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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?

General: Connections

• Connections Overview

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

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General: Data Destinations

• Data Destinations Overview
• Creating & Managing Data Destinations
• Applying Filtering to Data Destinations
• Troubleshooting Data Destinations
• Attachment File Naming

Amazon Web Services

• Amazon Web Services Connection
• Amazon S3 Data Source
• Amazon S3 Data Destination
• Amazon SNS Data Destination
• Amazon Glacier Data Destination
• TELUS Managed Object Storage Integration

Box

• Integrating Prontoforms with Box
• Box Connection
• Box Data Source
• Box User Group Data Source
• Box Data Destination
• Manage your form data with Box

Custom Integrations and Webhooks

• Destination Response Outputs
• HTTP Connection
• HTTP GET Data Source
• HTTP POST/PUT/PATCH Data Destination
• HTTP File Upload Data Destination
• WebDav (HTTP PUT) Data Destination

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Dropbox

• Dropbox Connection
• Dropbox Data Source
• Dropbox Data Destination

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?

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FTP/SFTP

• FTP/Secure FTP Connection
• FTP/Secure FTP Data Source
• FTP/Secure FTP (SFTP) Data Destination

Geotab

• Geotab: How to Add ProntoForms to 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

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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

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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

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Salesforce

• ProntoForms and Salesforce: Two-Way Integration
• Integration Errors: Salesforce
• Salesforce Connection
• Salesforce Report Data Source
• Salesforce Query Data Source
• Salesforce Account Data Destination

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Sharefile

• ShareFile Connection
• ShareFile Data Source
• ShareFile User Group Data Source
• ShareFile Data Destination

Zendesk

• Zendesk Connection
• Zendesk Ticket Data Destination

Form Submission Data

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Overview & FAQ

• Reporting Overview
• Execution Failure: Email size too large
• Forms submitted by my team usually show up right away. Why is this one delayed?

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

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ProntoForms Analytics

• ProntoForms Basic Analytics
• Configuring the Dashboard
• Activity Views
• Advanced Analytics for ProntoForms

Document Generation

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Documents Overview

• Documents Overview
• Creating & Managing Documents

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?

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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

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Other Documents - Meetings Invites and Business Cards

• Event Invitations
• Business Cards

Custom Document Editor - PDF, Word and HTML Documents using Handlebars

• Custom Document Editor
• Handlebars: Basic Question References
• Handlebars: Advanced Question References
• Handlebars: Conditions (If and Else)
• Handlebars: Date and Time Formatting
• Handlebars - Advanced: How to Conditionally Include Answers

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Dispatching and Workflows

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How-To & FAQ

• Configuring Forms and Destinations for Dispatching
• How-To: Set up a form for dispatching

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

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Searching and Editing Form Submissions

• Where to find the Form Submission Reference Number in the Web Portal
• Mobile Search box: Search for and Edit Past Submissions
• Editing Form Submissions

Users and Permissions

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Users and Groups

• User Profile
• Managing Users
• User Roles
• User Account Locked Out
• Setting up User Aliases
• Managing Groups

Permissions

• Permissions Overview
• Overview: Assigning Forms to Users
• FormSpace Permissions
• User Permissions
• How-To: Assign Forms to Users

Account Settings, Billing, and Security

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General Settings

• Team Settings
• Timezone Settings
• What is a "Problem Contact Email Address"?

Mobile App Settings

• Customize ProntoForms with your Brand and Logo
• Customize the Mobile App Tabs
• Customize the Mobile App "Support Information"

Billing

• Managing Your Subscription
• Activate Your Trial Account
• Canceling Your ProntoForms Account
• AT&T Mobile Forms How-to: Add users and licenses

Corporate Single Sign-On

• Corporate Login (Single Sign-On): Managing Users
• Set Up Corporate Login (Single Sign-On) for ProntoForms Teams
• Set Up Salesforce for ProntoForms Corporate Login/Single Sign-On (SSO)
• Set Up Active Directory Federation Services (ADFS) for ProntoForms Single Sign-On
• Set up Azure Active Directory (AD) for ProntoForms Corporate Login/Single Sign-On
• Setting up Corporate Login/SSO into ProntoForms from OneLogin

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Security

• Overview: HIPAA and Security Related Features
• Security - Frequently Asked Questions
• Granting ProntoForms Support access to your account
• Configure a Password Policy
• Session Length

Push Notifications

• Push Notifications Overview
• Turn On Push Notifications for your Team
• Turn Off Push Notifications for Select Actions

Advanced Solutions and Developer Tools

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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

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Enterprise Mobility Management Solutions

• Managing ProntoForms Mobile Apps with an AppConfig EMM
• Embedding ProntoForms in Enterprise Mobility Management Solutions
• Android: Deploying ProntoForms with MobileIron
• iOS Managed Configuration for ProntoForms with MobileIron

Advanced Solutions

• White Label Product Guide
• Data Record Expression Language (DREL)
• DREL for Repeatable Sections
• Using Freemarker (FTL) with ProntoForms

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

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ProntoForms for Resellers

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Partner Provisioning API

• General Information on the API
• Error Handling
• Subscriber Management

Hidden Forums

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Agents Only

• #V2 CSV Document for Repeatable section with no entries