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Add Tags to a Form Entry

Module How Tos Forms Module How Tos (Advanced Suite)

To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon...

Updated 2 months ago by Mitzi Orkus

Add Forms to a Group

Module How Tos Forms Module How Tos (Advanced Suite)

In order for forms to be placed into groups, form groups have to be created first. How To: Add ...

Updated 2 months ago by Mitzi Orkus

Add an Individual Form Entry

Module How Tos Forms Module How Tos (Advanced Suite)

To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the righ...

Updated 2 months ago by Mitzi Orkus

Add a Field to a Form

Module How Tos Forms Module How Tos (Advanced Suite)

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to ...

Updated 2 months ago by Mitzi Orkus

Access a Form's Shareable URL Link / QR Code

Module How Tos Forms Module How Tos (Advanced Suite)

To access a form’s sharable URL Link or QR Code, go to the Home Page of the Forms Module and sele...

Updated 2 months ago by Mitzi Orkus

Import Database Entries from a CSV

Module How Tos Database Module How Tos (Advanced Suite)

To import database entries from a CSV, database fields must already have been created. How To: A...

Updated 2 months ago by Mitzi Orkus

Database Module How Tos

Module How Tos Database Module How Tos (Advanced Suite)

How To: Add a Database Field How To: Add a Database Group How To: Add a Database Rule How To...

Updated 2 months ago by Mitzi Orkus

Add a Database Rule

Module How Tos Database Module How Tos (Advanced Suite)

To add a database rule, go to the Home Page in the Database Module. Click the three dot (…) ic...

Updated 2 months ago by Mitzi Orkus

Add a Database Field

Module How Tos Database Module How Tos (Advanced Suite)

To create a database field, go to the Home Page of the Database Module. Click the three dot (…...

Updated 2 months ago by Mitzi Orkus

Complete List of Database Module How Tos

Database Modules Database: Supplemental Resources

Updated 2 months ago by Mitzi Orkus

Database Settings Page

Database Modules Database: Module Pages

The Settings Page allows the user to customize and designate permissions for the Database Module....

Updated 2 months ago by Mitzi Orkus

Database Groups Page

Database Modules Database: Module Pages

The Groups Page in the Database Module is utilized for organization function and allows databased...

Updated 2 months ago by Mitzi Orkus

Database Rules Tab

Database Modules Understanding Form Fields and Rules

Selecting “Rules” on a database context menu opens the Rules for database (DatabaseName) Page on ...

Updated 2 months ago by Mitzi Orkus

Database Fields Tab

Database Modules Understanding Form Fields and Rules

Selecting “Fields” from the Database Table Context Menu will open a form’s Field Tab that contain...

Updated 2 months ago by Mitzi Orkus

Database Module Summary

Database Modules Database: Introduction

The Database Module allows for the creation, viewing, management and storage of custom databases....

Updated 2 months ago by Mitzi Orkus

Customizable Tables in the Accounts Module

Accounts Module Accounts: Supplemental Resources

There are three tables in the Accounts Module than can be customized for your organization's spec...

Updated 2 months ago by Mitzi Orkus

Edit the People Module Users Table

Module How Tos Site Settings Module How Tos (Essential...

To edit the Users Table in the People Module, go to the Table Defaults Tab in the Site Settings M...

Updated 2 months ago by Mitzi Orkus

Edit the People Module Users Associated with a Certification Table

Module How Tos Site Settings Module How Tos (Essential...

To edit the Users Associated with a Certification Table in the People Module, go to the Table Def...

Updated 2 months ago by Mitzi Orkus

Edit the People Module Users Assigned to a Role Table

Module How Tos Site Settings Module How Tos (Essential...

To edit the Users Assigned to a Role Table in the People Module, go to the Table Defaults Tab in ...

Updated 2 months ago by Mitzi Orkus

Edit the Finance Module Active Budgets Table

Module How Tos Site Settings Module How Tos (Essential...

To edit the Active Budgets Table in the Finance Module, go to the Table Defaults Tab in the Site ...

Updated 2 months ago by Mitzi Orkus