Workflow
Workflow Definitions
Overview The Workflow Definitions page of the Portal allows Administrators to view and manage the Workflow Definitions for their Company. Navigate to Workflow > Definitions to access the Workflow Definitions page. Please read the article ...
Workflow My History
Overview The Workflow My History page allows Users to view any Forms that have entered a Workflow (Basic or Custom) that they have taken an action on. Please read the article on Introduction to Workflows for more general information on Field2Base ...
Workflow My Queue
Overview The Workflow My Queue page of the Portal allows selected Users to view, edit and take action on Forms that have entered a Workflow (Basic or Custom). Navigate to Workflow > My Queue to access the Workflow My Queue page. Please read the ...
Workflow Admin
Overview The Workflow Admin page of the Portal allows Administrators to view and manage Forms that have entered a Workflow (Basic or Custom). Navigate to Workflow > Admin to access the Workflow Admin page. Please read the article on Introduction to ...
Introduction to Workflows
Overview Field2Base continues to differentiate its Mobile Forms platform from other digital form providers by offering Workflow. Our Workflow product is part of the Portal and can be customized to act on data arriving from the field in real time. ...
Basic Workflow
Overview Field2Base Workflow Administrators and Mobile Forms Administrators for Companies with Small Business or Enterprise tier have the ability to create a Basic Workflow definition for a Form or all Forms in a Folder by setting up triggers, ...
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 ...