Training Sessions Offered
Product Training Overview
Overview The Customer Success team offers one-on-one training sessions on all of our products via scheduled online sessions. Access to product documentation and training videos are also included with all monthly subscription tiers. Please email the ...
Get Started as an F2B Admin - Session Length: 60 min
Overview The Field2Base Portal allows Field2Base Administrators to manage Users, Licenses, Devices, Forms and other aspects of the Mobile Forms™ solution. This training session is intended for new Mobile Forms Company Administrators or existing ...
Use the Mobile Forms™ App - Session Length: 30 min
Overview The Field2Base Mobile Forms™ application allows a User to capture and send data from a Mobile Device such as an Android Tablet, Android Phone, iPad, or iPhone. A browser-based version of Mobile Forms™ (Web App) is also available. This ...
Create and Edit Forms - Session Length: 60 min
Overview Field2Base Forms Designer is the proprietary software application that allows you to create or edit digital Forms. This training session is intended for Mobile Forms Administrators and/or Forms Publishers who will be creating or editing the ...
Set Up SQL Datasources and Form Data Files - Session Length: 30 min
Overview A SQL Datasource Region allows you to pull data from external Form Data Files (Excel or Access files) for drop-down regions in your Forms. This training session is intended for Mobile Forms Administrators, Forms Publishers, and/or Form Data ...
Add a Unique ID to a Form - Session Length: 15 min
Overview A Unique ID Region allows you populate a unique number from a counter which increments by one every time the Form is accessed. This is helpful to identify each submitted Form as unique when viewing in the Portal, email receipt of the Form, ...
Create a Basic Workflow - Session Length: 15 min
Overview A Basic Workflow adds an approval step when a Form is sent from a Mobile Device, allowing it to be edited then approved/rejected/re-assigned. This training session is intended for Mobile Forms Administrators and/or Workflow Administrators ...
Dispatch Work Orders in the Portal - Session Length: 30 min
Overview Work Orders are Forms which have been partially pre-filled for dispatch to a designated User. For example, you can pre-fill a Form with the customer’s name, address and phone number, then assign it to a specific technician or field operator ...