"Pin" a Form to Your Home Screen

 

About

"Pin" commonly-used forms to your Home Screen (iOS) or Start menu (Windows 10), and you'll be able to go directly to that form without having to navigate through the ProntoForms app. When you tap the form, it will bring up a new, blank version of that form on your mobile device.

Please keep in mind that using a pinned form will not trigger a reconcile, and therefore you may not be using the most updated version of the form.

This feature requires ProntoForms for Windows 10 5.0 or higher, or ProntoForms for iOS 7.6 or higher.

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Pinning a Form in iOS

 

  1. In the Forms box, select Edit at the top right corner. 
    2017-03-20-iOSPinToStart01.png

  2. Select the desired form and tap Add to Home Screen at the bottom of the screen.
    2017-03-20-iOSPinToStart02.png

  3. Choose an icon and icon colour for the shortcut and select Done.
    2017-03-20-iOSPinToStart03.png

  4. Select the Action button on the next screen, then tap Add to Home Screen.
    2017-03-20-iOSPinToStart04.png

  5. On the next screen, select Add in the top right corner.
    2017-03-20-iOSPinToStart05.png

  6. To open your pinned form, tap on the icon you created.
    2017-03-20-iOSPinToStart06.png

  

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Pinning a Form in Windows 10

  1. In the Forms box, right-click or tap and hold on the desired form and select Pin to Start.
    2017-03-20-Win10PinToStart01.png

  2. Open your Start menu and select the new icon to open the desired form directly as long as you remain logged into the app.
    2017-03-20-Win10PinToStart02.png

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Removing Pinned Forms

Your pinned forms will remain as shortcuts as long as you desire. To delete them, follow the instructions below.

iOS:

  1. Tap and hold the icon until all the icons begin to wobble.
  2. Tap the cross in the top left corner of the screen to delete the icon.

Note: If you uninstall the mobile app without deleting the shortcut, your shortcuts will remain, but will lead to a blank page. If you reinstall the app without deleting the shortcuts, they will resume working as long as you are logged into the same team/account.

 

Windows 10:

  1. Open your Start menu and right-click on the form shortcut.
  2. Select Unpin from Start.

Or:

  1. In the mobile app, tap and hold the form with the shortcut.
  2. Select Unpin from Start.

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