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About FormsFly

Unleash the Potential Countless Uses Feature Showcase

Getting Started

Where to Start Creating your First Form Saving and Publishing Your Form Using Your Form on Mobile Devices Viewing the Completed Form Data Receive your Form Data by Email

Next Steps

Modifying an Existing Form Design More Data Types Using Data Sources to Lookup Data The Basics - Covered

External System Integrations

External System Integrations Adding Connections Adding a Dropbox Connection Adding a Power BI Connection Adding a SharePoint Connection Adding a SQL Server Connection Adding OAuth 2.0 Connection Syncing Data with External Systems Connecting to Google Drive & Spreadsheets Connecting to QuickBooks Connecting to Amazon S3

Data Sources

Best Practices – Data Sources Adding a New Data Source Configuring Data Source Settings Editing Data Sources Using Image Columns

Data Source Connectors

Platform Sync – Data Source Connector REST – Data Source Connector SQL Server - Data Source Connector FTP – Data Source Connector Connecting to Microsoft Graph (MS Graph)Data Source Connector – Google Spreadsheet Data Source Connector – QuickBooks

Form Connectors

Adding Form Connectors Dropbox – Form Connector Email - Form Connector REST - Form Connector SharePoint Document – Form Connector SQL Server - Form Connector Custom SQL Form Connector – Google Spreadsheet Form Connector – SharePoint List Form Connector – Google Drive Common Form Connector Settings Form Connector – QuickBooks Form Connector – Amazon S3 Storage

Output Data with Templates

Send Form Data to Word/PDF/Excel Word Templates Excel Templates Built-In Templates Hiding Sections / Rows in Custom Templates Built-in Data Dynamic Output using Form Formulae Sizing Images in Word/Excel Output Tick Boxes and Other Special Characters Text Templates (Text, CSV, JSON, XML)Repeatable Data in Templates Preserve Template Formatting with Comments Using Formulas in Templates

App & Platform

Adding a New User Creating, Updating and Deleting Rows in a Data Source Editing Form Entries Force Sync vs. Refresh vs. Reload on Return Forms vs Screens Form Settings Launching your App from a URL Managing Users Notification Logs Other Field Properties Viewing Form Entries as a Feed Viewing Form Entries in a Table Viewing Form Entries on a Map Barcode Data Source Lookup Controlling Field Visibility with Logic Form Entries Feed Anonymising and Excluding Captured Data Exporting Form Data Manually

Folders

Folders Overview Adding a New Folder Adding Items to a Folder Editing Folder Settings & User Access Permissions

Tasks

Adding a New Task Importing a Task from Excel Recurring Tasks Creation Behaviour REST – Task Connector Setting up Task Connectors Task & Dispatch Overview Task Templates

Form Tips and Tricks

Creating a Formula Cascading Choices (Parent-Child)Document Converter Dynamically Displaying Images from Data Source Web or Map sources Nesting Repeatable Data Looking Up A Data Source Row From a Barcode Scan Repeatedly Scanning Barcodes or QR Codes

Advanced Subjects

RFID Scanning with Zebra Devices How to Trigger a WhatsApp Message App Printing & HTML Templates Rapid Barcode Scanning Integration API Workflow A Form Entry Between Users (Process Steps)

Creating Forms with AI Voice Fill with AI Photo Fill with AI Good vs Bad Prompting with AI

Reference

Frequently Asked Questions Minimum Requirements FormsFly Best Practices Capturing Repeatable Data How to Control Size or Resolution of Images in Forms Edge Users Web Forms (Add-On)Testing Your Form Designs (TEST Mode)Quick Sync - Testing Screen Designs Saving Entry Values For Reuse / Defaulting (Global Values)

Definitions

Connections Connector Data Source Files & Docs Screens Templates

Screens

Details Screen Board of Icons List of Data

Field Types

Action Field Type Barcode Field Type Gallery Field Type NFC Field Type OCR Field Type Process Field Type (2-Step Workflow)QR Code Field Type REST Field Type Table Field Type Section Field Type Flow Layout Field

FAQ & Troubleshooting

Can I launch other apps on the user’s device from within a Screen?Does the app work offline (without internet connection)?Finding the App Version Number Forms, Docs aren't on my device anymore?Generating an Android Bug Report How do I configure emails from the platform? (From addresses SPF records and mail rules)How do I connect my account to Google Drive/Spreadsheet/Dropbox/FTP/OneDrive etc?How can I control the quality / size / megapixels of images photos in Forms?How can I pull/push data from/to other systems?How to Synchronise the FormsFly app Improved Background Uploading My connectors/jobs don’t run immediately! Why?Photos/Videos/Audio files aren’t available on the Data page! Why?The App is Crashing What's the difference between Form entry Completed time and Received time?What are the limits/maximum fields that I can have in a Screen?When does the app synchronise/check for updates?When to Use Camera in Basic Mode (Android only)Which TLS versions are supported?Enabling Automatic App Updates

Security

Adding an SPF Record Cloud platform's IP address and Whitelisting Filter what users see on the app and platform Two-Factor Authentication (2FA)

Functions

Functions and Formulae

Choices

SELECTED COUNT-SELECTED

Contextual

USEREMAIL USERFIRSTNAME USERLASTNAME ORGMETA USERMETA GLOBALVAL DEVICENAME DEVICEOS DEVICEOSVERSION ORGNAME USERINGROUP USEREXTERNALID APPVERSION SCREENVERSION SCREENDATE VAL COUNTER USERLANG TASK

Data Conversion

NUMBER STRING DATE FORMAT-DATE BOOLEAN-FROM-STRING FORMAT-NUM FORMAT-GEO INT BOOLEAN FILEURL CBOX CBOXB

Logic

IF EQUAL TO AND NOT OR TRUE FALSE REGEX COALESCE ISBLANK NOTBLANK REPLACE GREATER THAN GREATER THAN OR EQUAL LESS THAN LESS THAN OR EQUAL

Maths

MAX MIN TRUNC FLOOR CEILING ABS POW MOD RANDOM ADD SUBTRACT MULTIPLY DIV ROUND

Repeatable Groups/Tables

POSITION PRIOR AVERAGE (REPEAT)MEDIAN (REPEAT)FIRST (REPEAT)LAST (REPEAT)SUM (REPEAT)COUNT (REPEAT)MAX (REPEAT)MIN (REPEAT)JOIN (REPEAT)

Text/String

CONCAT JOIN (STRING)STRING-LENGTH SUBSTR SUBSTITUTE LOWER UPPER STARTSWITH CONTAINS INDEXOF SPLIT RANDOMSTR GUID "\n"

System Values

NOW TODAY UTCTODAY UTCNOW TASK-FIRSTAVAILABLE TASK-FIRSTTOCLAIM

Date/Time

DATEADD DATEDIFF DATETOLOCAL DAYYEAR DATETOUTC YEAR MONTH DAY HOUR MINUTE SECOND DAYWEEK WEEKYEAR IMGDATE

Lists/Set of Values

LIST TOLIST TOLIST (MULTI-FIELD)IN NOTIN COUNT SUM AVERAGE MEDIAN MIN MAX FIRST LAST

Data Sources

DSCOUNT DSSUM DSAVG DSMAX DSMIN DSFIRST DSLAST

Location

LAT LON HEADING ALTITUDE ACCURACY STREETNUM STREET CITY COUNTY COUNTRY POSTCODE MIBETWEEN KMBETWEEN INPOLYGON

Data Interchange

HTTPSTATUS JSONVAL JSONLIST XMLVAL XMLLIST

Process Steps

STEP-CURRENT STEP-ISCURRENT STEP-COMPLETED STEP-RESULT STEP-EMAIL STEP-FIRST STEP-LAST

BOOLEAN-FROM-STRING

Convert text to True/False

Syntax

BOOLEAN-FROM-STRING(value)

Example

boolean-from-string ({{isover30}})

Notes

Returns true if value is "true" or "1", false otherwise