Forms
Managing Folders
Overview Folders are used to organize your company's Forms and allow you to control which Users and Recipients have access to specific Forms. The Folders page displays all existing Folders in your company. You can also create Folders or edit existing ...
Region Filters
Overview Region Filters can be used to filter Forms based on data within the Forms. These filters can be used in the Sent Forms, Workflow Admin, Workflow My Queue, and Work Orders sections of the Portal. You can have up to 5 Region Filters per Form ...
Managing Unique IDs in the Portal
Creating a Unique ID Counter Before you can use a Unique ID Region in your Form, you must create a Unique ID counter in the Field2Base Portal. The Unique ID Region will be using this counter to populate the next Unique ID each time one of your Users ...
How to Replace a Live Version of a Form with a Test Version
Overview When making updates to an existing Form, we recommend cloning your live Form to create a new "test" version of the Form so that you can make changes and test your changes without affecting the Users who are using the live Form. See the ...
Shared Forms
Overview The Shared Forms feature allows you to share any of your published Forms through links (URLs) that can be posted on your website or e-mailed to individuals. This link opens a web-based version of your Form which can be filled out by external ...
Managing Forms
Overview The Form Templates page in the Portal allows you to view and manage the Form Templates available to your Users. To access your Form Templates navigate to Admin > Form Templates. Tutorial Video A tutorial video is also available and covers ...
Form Data Files
Overview When you have a Datasource (drop-down) Region on your form, the data can be populated in several ways. One of the most common ways is to use the Form Data File functionality native to the Field2Base application. Form Data Files are the MS ...
Managing Form Recipients
Overview This article is intended to describe the various options to set who receives the Sent Form email (typically with attached PDF) when a Form is sent from a device. Setting Mandatory Recipients (in the Portal) After you've published a Form to ...