Knowledge Base
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Knowledge base
Platform Design
Getting Started
7
Key Concept: Screens
Key Concept: Data Sources
Pushing/Pulling Data To/From Other Systems
Key Concept: Docs
Using Images in your Apps
View all 7
Form Screens
35
Introduction
Designing Forms
Importing Fields from Excel
Form Settings
Dynamic Features
View all 35
Form Recipes
26
Common Formula Q&A
Showing and Hiding Fields (Visibility)
Dynamic Answers & Calculations (Dynamic Values)
Dynamic Titles and Hints
Cascading Choices (also know as Parent-Child)
View all 26
Form Connectors
16
FAQ
Email
Google Spreadsheet
REST
GeoOp
View all 16
Data Captured from Forms
7
Viewing Form Entries in a Table
Viewing Form Entries on a Map
Editing Form Entries
Manually Downloading Data
Date and Time values in Form entries
View all 7
Data Sources
6
Adding a New Data Source
Editing Settings and Rows
Using Image Columns
Updating a Data Source from a Form
Advanced Column Settings
View all 6
Data Source Connectors
11
Box
Dropbox
FTP
GeoOp
Google Spreadsheet
View all 11
Output Templates
17
Word Templates
Excel Templates
Hiding Rows / Sections of Your Template
Dynamic Output using Form Formula
PDF Output Tips and Tricks
View all 17
Advanced App Building
10
Showing Data Source Rows on a Map (Mapping Screens)
Displaying & Updating Data Rows from/to An External System
Launching Your App From A URL (App Links / Deep Linking)
Advanced Column Settings for Data Sources
User-Defined Filters on Inquiry Screens
View all 10
Connecting to Other Systems (Integrations)
12
Adding Data Connections
Single Sign-On with Okta
Adding a Microsoft SQL Server Connection
Provisioning Users and Single Sign On with Azure Active Directory
Single Sign On with Ping Identity
View all 12
Enterprise Tooklit
1
Copying Content Between Environments (via the Repository)
FAQ & Troubleshooting
46
What is the cloud platform's IP address? (for firewall / white listing purposes)
When does the app synchronize/check for updates?
How secure is my data?
How do I configure emails from the platform? (From addresses, SPF records and mail rules)
Using Force Sync to Manually Re-submit Unfinished Uploads
View all 46
Admin
Tasks (Job Dispatch)
7
Overview
Adding a New Task
Sending Tasks & Editing Details
Task Templates
Adding a Task from a Task Template
View all 7
Folders
4
Overview
Adding a New Folder
Adding a Screen/Doc/Data Source to a Folder
Editing Folder Settings & User Access Permissions
Docs
3
Overview
Adding a New Doc
Editing Doc Details
Organization & Users
6
Organization Setup
Adding a New User
Adding and Managing Users
Forgot Password
Users - Frequently Asked Questions
View all 6
API
API Overview
5
API Explorer
General Information
API Usage Limits
Pagination on Search/Collection APIs
Tips for REST Integrations
Company API
4
GET Companies (Company Search)
GET Company
POST Company
PUT Company
Data Source API
2
GET Data Source
PUT Data Source
User API
4
GET User(s)
POST User
PUT User
DELETE User
Company
Billing
2
View My Previous Orders/Invoices
Change/Update My Credit Card
Service Level Agreement and Forum Rules
1
Service Level Agreement (SLA)
Developer Accounts
2
iOS: API Key Setup
iOS: Push Notification Token Setup
Frequently Asked Questions (FAQ)
Mobile and Desktop Apps
10
How do I log into the mobile app or the web dashboard?
How do I download the app?
How do I increase the camera resolution for photo controls?
How do I filter what users see on the app/website?
Can I copy form fields from one form to another?
View all 10
Connectors and API
3
Can eForms Mobile Connect to My System?
Why aren't my emails being received by my users?
How do I use the Enterprise Metadata and Keywords Settings?
Screen Design
1
How many photos or videos can I upload at one time?
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