Welcome to your Management Portal. In the top right hand corner of your Portal is our Help section.
Help includes a Getting Started Guide to help you get up and running. You can also contact our friendly Support Team from the Help section for any assistance.
A Getting Started email has been sent to your email address with App Download and Login credentials.
We are delighted you have joined us and we really look forward to delivering a great paperless solution
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3.6 Form Actions - triggering different actions when a form is submitted
Once a Form has been created, you can decide what Actions you would like triggered when a Form is Submitted.
To access the Form Actions:
Select the Form from the Forms > View Forms menu
You will then be taken to Edit Form page, a sub-menu is available including the Actions option
Select the Form Action and complete all related fields.
Form Actions include:
Send Email
Send Email and PDF
Insert Update Database
Email XML
Email Report with PDF Attachment
Post XML
Register Log update
Further Form customization is available under the Options Tab
Form Options include:
Adding a sequential number to a report (such as an Invoice or Work Order Number)
Setting the Default Status of the Submitted Form
Setting an Expiry Date to a Submitted Form
Including Geo Coordinates to the Default Reports
Assigning the Form to User Groups
Enabling different User Groups to Edit the Form
Further detail is available on the Options and Actions pagesā
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