FAQ's

Can a Submitted Form ID be automatically updated in a field within a form?
The Submitted Form ID cannot be automatically added to a field in a form by default. It would need to be manually updated in the form if you are using the S...
Wed, 9 Oct, 2024 at 12:15 PM
How can I add an automatic currency symbol to a calculation field?
After you've dragged and dropped a calculation field to a form, you can add a currency symbol in the pre or post text options within the calculation fie...
Wed, 9 Oct, 2024 at 12:30 PM
How can I send / print a form PDF with empty fields to be filled out?
Normally, the fields in the form as set up so that any fields that have no information entered will not show up in the report PDF when it is generated and s...
Fri, 13 Dec, 2024 at 11:59 AM
Can I remove the job title from forms connected to the job type template?
Currently, this is not something that can be done. If you remove the title from the Job Type Template, then the title for the job that is linked to the form...
Thu, 12 Dec, 2024 at 11:53 AM
How to add an address into a form to update the CRM
When using a form to create new contact details or update information for an existing client, the system requires that the address be broken down into separ...
Fri, 13 Dec, 2024 at 12:00 PM
How do I get information to copy from one field to another in a form?
If you would like information that you've entered in one part of the form, to automatically populate other fields as well, this can be done by selecting...
Thu, 4 Apr, 2024 at 3:46 PM
Do I need separate fields for contact names in a Form with a Create CRM Client Action?
Yes, if there is a form that is set up to create a new contact, then the layout must be similar to the information requested when you are manually creating ...
Wed, 9 Oct, 2024 at 12:52 PM
How do I add set text to a form? (Using the Label field)
Within the Form Builder, under Structure in the Toolbox, you will find a field element called Label. This is for information that you would like to have inc...
Thu, 12 Dec, 2024 at 12:49 PM
Why is my form Asset table not working after I updated the Assets?
When you edit the Asset information through the Assets Module instead of an Update Assets Action, the form does not instantly recognise the new Asset inform...
Fri, 13 Dec, 2024 at 12:01 PM
What does the Main Header field in a form do?
This is the main header for the form, and will display as the main title for the PDF Report. There is only one of these per form and it automatically ex...
Thu, 12 Dec, 2024 at 1:03 PM