Downloading Data

After logging in, you would go to your Data tab.

https://secure.formsfly.com/Data

You will see the following screen

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Click in ‘Choose a Form’ and select your Form

The list will default to the latest form version. In this case version 28, but bear in mind that there could be data in other previous versions.

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Next choose a date range.

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At the bottom right of the screen you will see how many data entries you have for that period.

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You can make sure you are viewing all of these on the bottom left side by choosing more entries.

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Back to the top and click this top tick box. This selects all our entries.

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Over to the top right and click ‘Manage Data’

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You will see this screen

Download Data

Now just choose from the options on the left and click Download for the chosen option.

NOTE: Choosing Bulk PDF or MS Word you will have the option to choose from your own previously created Templates for that specific form.

(Learn more about Templates here)

After hitting Download, the action will do the work in the background and you can keep track of when the file is ready to download by checking the notification icon in the top right.

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The number indicates how many messages there are. These will consist of more things than just a download notifier.

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When our icon number turns green then our file is ready. Click to show the list and choose your item. The file will start to download in your browser.

Who does all the design and setup?

Anyone can design and setup the app. We have extensive reference guides and help pages just for this. From installing a pre made app from our store to how to use functions and formula.

We are on hand to answer questions if you cannot find the answer here.

For companies that need a little more, we offer a paid consultancy service where we can create all forms from scratch and update and maintain them.

What if I don’t have a signal?

What happens if I am out of range of a data or WiFi signal?

So long as the app is previously synchronised with your latest form version and data sources, then the app has everything it needs to open a form and save all entered data.

When a form is complete and the upload button has been clicked then so long as the app is active in the foreground then the app should synchronise with the cloud. A periodic check to see if the phone is within a data signal and then making sure the app is running just like any other app, would ensure a successful synchronisation.

Can I re-brand the App?

The easiest way to re-brand the app with your wording and graphics is to just customise the app from My Account.

The app within the app store will still show FormsFly, but within will be your logo and company name.

If the app store logo and naming is important then the cost is much greater as there is more work in setting up a new brand this way along with subsequently submitting the app to Google and/or Apple as a separate app. This would be more suitable for large scale corporations.

The Catalog

Categories and pre-built forms

Here we list the major industry Categories and the ready to go pre-built forms that are quick and easy to choose from and install.

Industry Categories

  • Administration
  • Agriculture
  • Construction
  • Field Service
  • Finance
  • General
  • Government
  • Health & Safety
  • Healthcare
  • Hospitality & Retail
  • Insurance
  • IT & Telecommunications
  • Landscaping
  • Manufacturing
  • Mining, Oil & Gas
  • Real Estate
  • Sales
  • Security
  • Training
  • Transportation
  • Utilities

ADMINISTRATION

  • After Hours Work Approval Form
    Approval form for employees needing to work after business hours
  • Correction Notice
    Notice to resolve workplace problems such as poor customer service
  • Electrical Work Order Invoice
    This is a multi-page form. Basic information and checklist is provided to capture details.
    One page is repeatable to add information about labor rates, hours and their total.
  • Employee Leave Request
    Enables employees to lodge requests for leave from work
  • Employee Performance Review
    Employee work appraisal form
  • Employee Transfer Form
    Form outlining details of employee transfer between business units
  • Job Application Form
    This is an application form for a person who wants to apply for a job. The first page captures the applicants details and education, whereas the last page is sign off page capturing the applicant and HR signatures.
  • Professional Development Workshop Registration
    Allows a user to fill out the registration form for Professional Development Workshop. Also captures the signature to confirm identity of the users signing off on the form.
  • Service Invoice
    Provides a multi-page form that includes a repeating page for capturing multiple time entries against service details.
    Also captures the signature to confirm identity of the person signing off on the form.

API FormsFly System

We’re always looking to make our integration API FormsFly System as accessible and easy to understand as possible.

To date this has been achieved by having detailed documentation on each API endpoint and option, but we’ve released a new way to discover and understand our APIs – introducing the API Explorer!

You can access the API Explorer on:

https://secure.formsfly.com/apiexplorer

Built on the Swagger open source library, we’ve exposed our current version 2 API endpoints in an easy to understand visual format.
Browse each available endpoint and its supported HTTP verbs, view the model properties and even test out calls to the API in the API Explorer.
Simply put its an integrators dream and we think it should make API integration projects much easier to implement.

While the primary focus of the Explorer is in JSON format requests and responses, there are areas where you can specify an XML response type to get an idea of what the API requires and responds with on the XML side too.

The API Explorer is a dynamic, living document of our version 2 API and is generated directly from our API code, thus allowing you to have confidence that what you see in the Explorer is exactly what is supported and available on the API.

Metadata on Company and Users

Metadata

You now have the ability to associate key/value metadata on both the Company/Organisation and User level on our platform.
This enables you to record additional information against these entities, and then access this data in Forms and other areas of the system via new META formula functions.

Adding/Editing Metadata

To get started with adding or editing metadata, simply head over to the “Edit User” and “Organisation Setup” pages in the secure website.
There you will see a new “Metadata” field, which lets you add key/value sets of information.
Don’t forget to hit the Save button to persist your changes :)

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The new metadata is also available right now on our v2 Company and User APIs, so you can programatically get and set metadata values as desired.

Accessing Metadata

To make use of the metadata you have loaded, we’ve added two new formula functions:

  • ORGMETA(‘keyname’)
  • USERMETA(‘keyname’)

Both the above functions will get you the value for the given key name at Organisation and User level respectively.
As this is part of our formula engine, you can make use of these functions anywhere formulae are supported – Form screens, data templates, conditions etc.