Knowledge Base

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

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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

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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

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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

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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

Tasks (Job Dispatch) 7

• Overview
• Adding a New Task
• Sending Tasks & Editing Details
• Task Templates
• Adding a Task from a Task Template

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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 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

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

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?