Training Sessions Offered
Product Training Overview
Overview The Professional Services team offers one-on-one training sessions on all of our products via scheduled online sessions. Access to product documentation and training videos are included with all monthly subscription tiers. Custom live ...
Get Started as an F2B Admin - Session Length: 30 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 ...
Popular Articles
Forms Designer Quick Start Guide
Overview Field2Base Forms Designer is the proprietary software application that allows your existing Forms to be quickly converted to an active, online, smart Form available to your end users via our Mobile Device and Web-based Applications. This ...
Integration Service Configuration Guide
How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...
Data Integration Module (DIM) Migration Guide
Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...
Mobile Forms iOS Enterprise App Upgrade to the Mobile Forms iOS App Store
Overview This guide will review how to switch between two versions of the Mobile Forms app, uninstalling the Enterprise build and installing the App Store Build. The primary benefits of switching over are that updates to the App Store build are ...
How to Check the Version of Integration Products Running on a Windows 10 Machine
Right-click on the Start menu button. Click on Apps & Features. In the Apps & Features search bar type in the Integration Product you are looking for, eg. F2B Data Integration Module, F2B Data Upload, or F2B Enterprise Dispatch Module. Click to ...