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?
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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
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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
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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
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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
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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
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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)
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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
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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)
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Folder API

• GET Folder (Search)

Formentry API

• DELETE Formentry
• GET Formentry
• GET Formentry (File)
• GET Formentry (Search)