Formotus Help Center

Welcome

Getting Started

• ★ Getting started with your Formotus trial
• ★ Formotus training videos

Overview

• Overview of the Dashboard
• Overview of the Links page
• Overview of the Users page
• Overview of the Deployments page

Formotus Portal

Forms

• How to download a copy of an FMS or XSN template

Form Creator

Building Forms

• How to use the Zendesk control
• How to use the Repeating Section Control
• How to use the Checkbox List Control
• How to use a Dropdown control
• How to switch between pages
• How to customize your PDF

See all 8 articles

Logic and Rules

• Use a formula to get an average of values
• How to use a Custom Button to increase a value
• How to use formulas and calculated fields

Submitting Data

• How to submit your Formotus forms offline
• How to enable submit function from device menu
• How to submit by email
• How to submit to a SharePoint library
• How to submit to Google Drive and Google Sheets
• How to submit to multiple data destinations

See all 7 articles

Querying Data

• Connecting to a web service (SOAP)
• How to query from a SharePoint list
• How to query data from Salesforce
• How to filter data from a SharePoint list

Data Integration

• How to attach credentials in in your Formotus form
• How to use standard and custom SharePoint authentication

InfoPath Forms

Getting Started with InfoPath

• How to select InfoPath controls and Formotus InfoPath custom controls
• How to use our InfoPath starter form to kick-start your first Formotus form

Using InfoPath Controls

• ★ How to use the Formotus InfoPath custom controls
• How to use the SharePoint List Connector custom control
• How to email a photo or signature in a form
• How to lock down a signature in a form
• How to build an alternative to a Combo Box

InfoPath How-To

• How to use normal queries or persistent caching
• How to use Formotus special views in InfoPath
• How to submit a large number of photos
• How and why to give custom names to InfoPath forms
• How to control photo resolution and display size
• How to find your InfoPath XSN file on SharePoint

InfoPath Reference and Resources

• InfoPath Resources
• InfoPath primer: rules, views, publishing, data connections and more
• Master list of supported InfoPath controls in Formotus forms

Using InfoPath Data Connections

• How to submit Formotus forms in email
• How to submit data to SharePoint
• How to promote fields in InfoPath 2010/2013
• How to configure a multiple submit in InfoPath
• How to connect to data in a database

Troubleshooting InfoPath

• ★ Top reasons that forms fail on mobile devices
• List of unsupported InfoPath controls in Formotus forms
• Formotus/InfoPath parity--known issues
• How to perform calculations in repeating tables
• How to fix problems with conditional formatting
• How to manage InfoPath trust and security issues

See all 8 articles

Using Workflow Forms

• How to Create a Role-Based Mobile Workflow Using Formotus
• How to create mobile workflows
• How to manage SharePoint credentials in workflow forms
• How to let workflow form users create new jobs

How To

Syntax for App Actions

• Overview of Formotus app syntax
• How to use advanced syntax with the Formotus Now app
• How to use links to open the Formotus Pro app
• How to transfer data from one Formotus form to another Formotus form

Other How-To Topics

• How to attach encrypted credentials to a form
• How to pop up a numeric keyboard on iOS

Troubleshooting Devices

• How to troubleshoot email accounts and attachments issues on Android
• How to troubleshoot installing the Formotus Android app?
• How to troubleshoot Formotus form deployments to your users

General

Resources & Reference

• How to use app-clicks with your Formotus Now links
• How to use the Formotus Pro and Formotus Now apps
• Definition of organization administrators, mobile users etc.
• Formotus portal icon guide
• SharePoint training videos
• How to use tips & tricks to build powerful Formotus forms

Announcements

• ★ Release notes and features roadmap