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Edit an Existing Action

Module How Tos Actions Module How Tos (Essentials Suite)

An Action can be edited through the Edit Action Modal or the specified action’s detail page. To ...

Updated 1 month ago by Mitzi Orkus

Import Bulk Actions

Module How Tos Actions Module How Tos (Essentials Suite)

To import new actions in bulk using a CSV file, go to the Actions Module Home Page and hover your...

Updated 1 month ago by Mitzi Orkus

Create a New Action

Module How Tos Actions Module How Tos (Essentials Suite)

To create a new action from the Actions Home Page, hover your cursor over the page icon opening t...

Updated 1 month ago by Mitzi Orkus

Understanding Database Fields: Form, Formatting, and Utility Field Explanations

Database Modules Understanding Form Fields and Rules

Fields are the individual data elements that makeup databases. You can think of them as a contain...

Updated 2 months ago by Sean Edwards

Global Glossary

Supplemental Resources

Reina: A cute dog that runs a house in New Orleans. Saints: Amn NFL football team that is strugg...

Updated 2 months ago by Mitzi Orkus

Software Version History

Supplemental Resources

Version 11.7.0 (1/24/2026)New FeaturesAccounts: Added ability to redirect users to a specif...

Updated 2 months ago by Mitzi Orkus

Forms Home Page

Forms Module Forms: Module Pages

The Home Page of the Forms Module contains the Forms Table, where all existing forms built within...

Updated 2 months ago by Rob Clay

Form Rules Tab

Forms Module Understanding Form Fields and Rules

When a form is in Live status, you will be required to select a checkbox to enable editing of the...

Updated 2 months ago by Rob Clay

Form Fields Tab

Forms Module Understanding Form Fields and Rules

When a form is in Live Status, you will be required to select a checkbox to enable editing of the...

Updated 2 months ago by Rob Clay

Understanding Fields: Form, Formatting, and Utility Field Explanations

Forms Module Understanding Form Fields and Rules

Fields are the individual data elements that makeup forms. You can think of them as a container f...

Updated 2 months ago by Rob Clay

Understanding Forms

Forms Module Forms: Introduction

Creating a New Form When new forms are created, a form creator has options regarding basic form ...

Updated 2 months ago by Rob Clay

Forms Module Summary

Forms Module Forms: Introduction

The Forms Module houses all forms that are being utilized by KAStrack and allows for the creation...

Updated 2 months ago by Rob Clay

Forms Module How Tos

Module How Tos Forms Module How Tos (Advanced Suite)

How To: Access a Form's Shareable URL Link/QR Code How To: Add a Field to a Form How To: Add ...

Updated 2 months ago by Mitzi Orkus

Create a Form

Module How Tos Forms Module How Tos (Advanced Suite)

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Cr...

Updated 2 months ago by Mitzi Orkus

Import Form Entries from a CSV File

Module How Tos Forms Module How Tos (Advanced Suite)

To import form entries from a CSV, form fields must have already been created. How To: Add a Fie...

Updated 2 months ago by Mitzi Orkus

Form Groups Page

Forms Module Forms: Module Pages

The Groups Page in the Forms Module is accessible on the Main Menu. The Groups Page is utilized f...

Updated 2 months ago by Mitzi Orkus

Manage Form Entries Page

Forms Module Forms: Module Pages

The Manage Entries Page is utilized to add, edit, import, and export form entries. Bulk edits can...

Updated 2 months ago by Mitzi Orkus

Understanding Form Aggregations

Forms Module Forms: Introduction

An aggregation is a report generated from form data. Form aggregations take the information from ...

Updated 2 months ago by Mitzi Orkus

Form Settings Page

Forms Module Forms: Module Pages

The Settings Page in the Forms Module allows an individual to customize and designate permission...

Updated 2 months ago by Mitzi Orkus

Assets Module Summary

Assets Module Assets: Introduction

The Assets Module is comprised of various components (folders, entities, collections of tasks, et...

Updated 2 months ago by Rob Clay