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Taskform: De flexibele app voor uw bedrijfssoftware

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TaskForm

De flexibele mobiele app voor uw bedrijfssoftware

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Knowledge base

Taskform > Knowledge base

Starten met TaskForm

  • Basisfuncties: screens
  • Basis functies: documenten
  • Basisfuncties: datasources
  • Basisfuncties: taken
  • Formulieren FAQ

Schermen

  • Inleiding
  • Board of Icons (Overzichtsscherm)
  • Data entry form (Invoerscherm)
  • Details Screen (Detailinformatie scherm)
  • List of Data Scherm (Data lijst Scherm)
  • Auto Numbering Field Type

App koppelen

  • Koppelen FAQ
  • TaskForm data connector

Opmaak met sjablonen

  • Repeatable data gebruiken in templates

Frequently Asked Questions

  • Hoe werkt de support van TaskForm
  • PDF opmaak tips

Ingevoerde formulieren

  • Gegevens handmatig downloaden

Documenten

  • Documenten info (Docs)

Gegevenstabellen

  • Artikelen worden binnenkort geplaats

Taken (opdrachten versturen)

  • Artikelen worden binnenkort geplaats

Formulieren maken

  • Artikelen worden binnenkort geplaats

Whitelabel Webportaal

  • Artikelen worden binnenkort geplaats

Private Server

  • System Requirements
  • Pricing Model
  • Introducing YourCompany Private Server

Externe systemen koppelen

  • Single Sign On with Ping Identity

Folders

  • Editing Folder Settings & User Access Permissions
  • Editing Folder Settings & User Access Permissions
  • Adding a Screen/Doc/Data Source to a Folder
  • Overview
  • Adding a New Folder

Formulier Connectors

  • Artikelen worden binnenkort geplaats

Gegevens koppelen

  • Artikelen worden binnenkort geplaats

Gegevenstabellen koppelen

  • Artikelen worden binnenkort geplaats

Organisatie & gebruikers

  • Organisation Setup

Taak koppelingen

  • Artikelen worden binnenkort geplaats

Extended formulieren maken

  • Artikelen worden binnenkort geplaats

Getting Started

  • Testing Your Screen Designs (TEST Mode)
  • External System Integrations
  • App Setup Page
  • Key Concept: Docs
  • Key Concept: Tasks (Job Dispatch)
  • Key Concept: Data Sources
  • Key Concept: Screens

FAQ & Troubleshooting

  • Why can't my Android devices receive data? (Android SSL Certificate Issues)
  • Why don't I receive Push Notifications on my app?
  • Why aren't icons showing in Internet Explorer?
  • How do I get the best/most accurate geocoding results for addresses?
  • GPS capture is sometimes slow or doesn't work - why?
  • Can I launch other apps on the user's device from within a Screen?
  • What are the limits/maximum fields that I can have in a Screen?
  • What devices should I buy?
  • Can I use external GPS devices with the app?
  • How can I improve battery life of devices in the field?
  • Whats the difference between Form entry Completed time and Received time?
  • How can I pull/push data from/to other systems?
  • How do I connect my account to Google Drive/Spreadsheet/Dropbox/FTP/OneDrive etc?
  • How do I configure emails from the platform? (From addresses, SPF records and mail rules)
  • How secure is my data?
  • What devices / operating systems are supported?
  • My connectors/jobs don't run immediately! Why?
  • Photos/Videos/Audio files aren't available on the Data page! Why?
  • Does the app work offline (without internet connection)?
  • How do I filter what users see on the app/website?
  • When does the app synchronise/check for updates?
  • How do I log into the mobile app?
  • What is the difference between Standard and Premium users?
  • Disabling Battery Optimization (Android)
  • How to find your Company ID
  • How do I enable automatic app updates?
  • Force Sync vs. Refresh vs. Reload On Return
  • Which TLS versions are supported?
  • Why doesn't the app work on my older Android device (6 and lower)?
  • How do I perform summary reporting/analytics on my data?
  • Can I accept/process payments through my app?
  • What standards and/or regulations are you compliant with?
  • How can I display a list of location addresses on a map?
  • Can I print labels and other content directly from the app?
  • How can I control the quality / size / megapixels of images & photos in Forms?
  • Can I add/store metadata values to user and organisation accounts?

Form Screens

  • Customising In-App Navigation Buttons
  • Referring to column values of a selected Data Source row
  • Dynamic Features
  • Formula Operators & Functions
  • Creating a Formula
  • Forms FAQ
  • Map of a Data Source Screen Type
  • Details Screen Type
  • Board of Icons Screen Type
  • List of Data Screen Type
  • Designing Forms
  • Form Settings
  • Introduction
  • Importing Fields From Excel

Form Connectors

  • GeoOp
  • Google Spreadsheet
  • Google BigQuery Connector
  • FAQ
  • Excel Online Connector
  • Twilio Connector
  • Power BI Connector
  • Egnyte Connector
  • OneDrive Personal Connector
  • Azure Blob Connector
  • Google Drive Connector
  • Amazon S3 Connector
  • GeoOp Connector
  • SQL Connector
  • SharePoint List Connector
  • Email
  • REST
  • Common Connector Settings
  • 120 Second Time Limit on Form Connectors

Data Captured from Forms

  • FAQ
  • FAQ
  • Anonymizing and Excluding Data
  • Editing Form Entries
  • Date and Time values in Form entries
  • Viewing Form Entries in a Table
  • Viewing Form Entries on a Map
  • Manually Downloading Data
  • Viewing Form Entries as a Feed

Data Sources

  • Creating, Updating and Deleting Rows in a Data Source
  • Dynamic Form Data Sources
  • Viewing a Data Source on a Map
  • Using Image Columns
  • Advanced Column Settings - Conditional Display Rules
  • Editing Data Source Rows
  • Adding a New Data Source
  • Configuring Data Source Settings

Data Source Connectors

  • REST Data Source Connector
  • Snowflake Connector
  • NetSuite
  • GeoOp
  • Box
  • Google BigQuery Connector
  • Salesforce
  • FTP
  • Amazon S3
  • Dropbox
  • Platform Sync (previously Hosted GET)
  • Google Spreadsheet
  • SQL Server

Organization & Users

  • REST External User Authentication Connector
  • Managing Users
  • Users - Frequently Asked Questions
  • Two-Factor Authentication (2FA)
  • Adding a New User
  • Deleting and Restoring with Trash
  • Organization Setup

Go Beyond Forms - Advanced App Building

  • Advanced Column Settings for Data Sources
  • User Defined Filters on Enquiry Screens
  • Chain Screen Types to Produce Deeper User Experiences
  • Replacing / Emulating Default App Screens
  • Custom Icons
  • Launching Your App From A URL (App Links / Deep Linking)
  • Displaying & Updating Data Rows From/To An External System
  • Showing Data Source Rows on a Map (Mapping Screens)

Connecting to Other Systems (Integrations)

  • Platform
  • Adding a Twilio Connection
  • Adding an MS Graph Connection
  • Adding a DropBox Connection
  • Adding a NetSuite Connection
  • Adding a Snowflake Connection
  • FTP Connection
  • Adding a Power BI Connection
  • Dropbox Changes 2021
  • Adding a Salesforce Connection
  • Adding a SharePoint Connection
  • Getting started with Google BigQuery
  • Troubleshooting Connection Issues
  • Adding Data Connections
  • Adding a SQL Connection
  • Adding an Amazon S3 Connection
  • Adding a Google Cloud Platform Connection

Form Recipes

  • Capturing Repeatable Data
  • Customising Titles of In-Progress Form Entries
  • Dynamically Displaying Images from Data Source, Web or Map sources
  • Repeatedly Scanning Barcodes / QR Codes
  • Saving Entry Values For Reuse / Defaulting (Global Values)
  • Formula Cheat Sheet
  • Looking Up A Data Source Row From a Barcode Scan
  • Validating Answers (Custom Validation)
  • Calculating the duration/time elapsed between Form start and finish (or between two fields)
  • Workflow A Form Entry Between Users (Process Steps)
  • Generating a Unique Number/Code
  • Allowing Users to Jump Pages (Custom Form Navigation)
  • Conditionally Required Fields (Required Condition)
  • Dynamic Answers & Calculations (Dynamic Values)
  • Cascading Choices (also know as Parent-Child)
  • Dynamic Titles and Hints
  • Formula Quick Question/Answer Reference
  • Showing and Hiding Fields (Visibility)

Tasks (Job Dispatch)

  • Recurring Tasks Creation Behaviour
  • Task Templates
  • Adding a New Task

Task Connectors

  • Google BigQuery Connector
  • Setting up Task Connectors

Docs

  • Overview
  • Editing Doc Details
  • Adding a New Doc

Outputting Data with Templates

  • Built-In Templates
  • Adding a Data Template to a Form
  • Inject Attached PDFs into Template Outputs
  • App Printing
  • Introduction to Data Templates
  • Charts in Templates
  • Supported Fonts and Non-Western characters in Templates
  • Outputting Checkboxes, Hyperlinks and Other Special Characters (Unicode support)
  • Built-in Data
  • Using Word/Excel Comments To Preserve Template Formatting
  • Image Sizing
  • Troubleshooting & FAQs
  • PDF Output Tips and Tricks
  • Hiding Rows / Sections of Your Template
  • Dynamic Output using Form Formulae
  • Repeating Data
  • Word Templates
  • Excel Templates

Custom Mapping

  • Mapping - Custom Layers
  • Mapping - Custom Tiles

Overview

  • Tips for REST Integrations
  • General Information
  • API Usage Limits
  • Pagination on Search/Collection APIs
  • API Explorer

Data Source API

  • GET Data Source
  • PUT Data Source

Company API

  • PUT Company
  • POST Company
  • GET Company
  • GET Companies (Company Search)

User API

  • GET User (Details)
  • GET User (User Search)
  • POST User
  • PUT User
  • DELETE User

Tasks API

  • Pre-filling of a Form Entry Activity with a Task POST
  • DELETE Bulk Tasks

Environment API

  • PUT Environment (Update)
  • POST Environment (Create)
  • GET Environment (Search Single)
  • GET Environments (Search Multiple)

Repository API

  • DELETE Repository API(Remove)
  • DELETE Repository API(Remove Installations)
  • PUT Repository API(Update)
  • POST Repository API(Create Installations)
  • POST Repository API(Create)
  • GET Repository API(Search Installations)
  • GET Repository API(Search)

Screen API

  • GET Screen (Map Search)
  • GET Screen (Listing Screen Search)
  • DELETE Screen
  • PUT Screen
  • POST Screen
  • GET Screen (Iconboard Search)
  • GET Screen (Details Screen Search)
  • GET Screen (Form)
  • GET Screen (Search)

Folder API

  • GET Folder (Search)

Formentry API

  • DELETE Formentry
  • GET Formentry
  • GET Formentry (File)
  • GET Formentry (Search)
Popular Articles
  • Basis functies: documenten
  • Basisfuncties: taken
  • Basisfuncties: datasources
  • Basisfuncties: screens
  • Hoe werkt de support van TaskForm
Newest Articles
  • Importing Fields From Excel
  • Can I add/store metadata values to user and organisation accounts?
  • How can I control the quality / size / megapixels of images & photos in Forms?
  • Can I print labels and other content directly from the app?
  • What standards and/or regulations are you compliant with?
Recently Updated Articles
  • Auto Numbering Field Type
  • Importing Fields From Excel
  • Can I add/store metadata values to user and organisation accounts?
  • How can I control the quality / size / megapixels of images & photos in Forms?
  • Can I print labels and other content directly from the app?
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Blog

  • Taskform wordt zelfstandig bedrijf en verwelkomt nieuwe directeur
  • Parijs Release: Innovatieve en Diverse Functies
  • Kopenhagen Update: Focus op Tijd Besparing
  • Berlijn update: Mobile app met OCR en Netsuite Koppeling
  • Roma update: Verbeter je apps

Support

Knowledge Base
Contact

Contact

info@taskform.nl
+31 023 2340 999

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