beginner – FormsFly Support

Send a Task to a Mobile User

9 February 20149 February 2014FormsFly

When you’re viewing a Task record, the Send button will send the Task to the assigned app user. They will receive it on their mobile device, to prompt them to do whatever you’ve specified.

You cannot send a Task until you specify one or more Activities for the Task.

Once you send a Task, the Task fields will be locked and no longer editable – though this may change in future versions.

The Delete button is always available and allows you to remove a Task at any time.

This will permanently delete the Task and its Activities, so take care when doing so.

Create and Manage Tasks

9 February 20149 February 2014FormsFly

When you click on the Tasks tab, you will enter the Tasks listing screen.

Here you can add new tasks and manage existing ones.

The Tasks Screen

How to Login to the Platform

9 February 20149 February 2014FormsFly

Setting up your mobile FormsFly app

is the first step in the process, so you’ll need to register for a free trial account on our website. Then you can login there and get started.
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Manage Docs

9 February 20149 February 2014FormsFly

With Docs you can replace the manuals, specs and other paper that your workers carry around in the field.

Anytime you want to update a Doc, our publishing process automatically takes care of distributing the changes out to app users in the field.

To view your existing Docs

Create a New Doc

9 February 20149 February 2014FormsFly

Upload a file that your mobile app users can then see when they’re out in the field.

It could be a PDF document, a video, a text file – anything that their mobile device can open is just fine.

Creating/Editing A Form

6 February 20146 February 2014FormsFlyLeave a comment

To create a new Form, click App Builder > Screens to view your existing screens.

Next select Data Entry Form as the screen type. Give the new Form a name and select an icon for it from the drop down list. The icon will appear next to the form on the users’ mobile devices. This makes navigating your app easier.
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Introduction to Forms

6 February 20146 February 2014FormsFly

Form screens allow you to replace paper forms with digital versions. Your users will then be able to collect data in the field using our mobile app, and avoid the costs and time delays of getting data from paper forms back into your existing systems.
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Data Source

6 February 20146 February 2014FormsFly

What is a Data Source?

Data Sources let you create and maintain data sets for use in Screens, for example a list of choices, a product catalog, list of contacts etc.

You can use Data Sources in Choices questions across any number of your Forms, as well as the backing data for other Screen types.
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