Creating a Custom List
Creating a custom list is as simple as uploading a spreadsheet. You can also manually input your own.
What's New
See video tutorials on the latest features and enhancements here!
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Custom List Overview
In custom lists, you can create or upload special data for users to choose from as they complete forms. Depending... -
Edit a Custom List
Now that you have your list uploaded, you may want to make some adjustments. We offer the ability to edit... -
Importing a Custom List from a File
Create a new list by importing an existing csv file on your computer, or by entering the data manually. Note... -
Inserting a Custom List into a Form
Use list fields on a module to display options based a master list that you have created or uploaded. Custom... -
Lock Form Data from Being Edited
When adding a field to any module, “Disable editing previously completed data” is an option to lock the field prohibiting... -
Creating a Copy of an Order
While using the dispatching feature you will be sending out orders. This can sometime become repetitive and may require an... -
Marketplace
Customers will now be able to access the new Marketplace section, where solutions will showcase: Systems integrations with third-party applications... -
Usage Reports
A report that include’s information such as Total active users, Forms submitted, Unique users logged into the Web, Orders created,... -
Adding Client/Geofence Lists to a Form
This feature will help your users save time and ensure correct information is being added when they complete a form.