ProntoForms Quick Start
This topic has everything you need to know to get started with ProntoForms. Follow the steps to create and submit your first ProntoForms form.
Info:Don't have an account yet? Go to the ProntoForms website to request a demo or start a trial.
Contents
Download the mobile app
- Go to your device's app store.
- Search for ProntoForms and download the app.
-
Open the app and sign in.
Notice the four main sections:
- Forms—includes a list of all the forms available for you to fill out.
- Inbox—includes all the forms your supervisor dispatched for you to work on.
- Drafts—includes all the forms you partially completed and saved as drafts.
- Sent—includes all your submitted forms.
Build a form
Create a new form
-
Go to the Web Portal, and sign in.
- Go to MANAGE FORMS > Create New Form, and then select Build a Mobile Form.
- Enter a name for your form. For this example, use the name Site Inspection.
-
Select Save.
Result: The Form Builder opens with a default page, a default section, and a default question.
Note:Each page must have at least one section, and each section must have at least one question.
-
Change the name of the default page and section:
-
Select the menu next to the page or section name as shown in the following image.
- Select Edit.
- Name the page Customer Information, and the section Contact Information.
- Select SAVE.
-
Add Questions to your form
-
In the Form Builder, select ADD A QUESTION.
Result: The Question menu opens.
- Select Text Field as the control type.
-
In the Question Text field, enter Company Name and select SAVE.
Result: You created your first question.
Image file
-
Add four more questions with the Text Field question type. In the Question field, enter:
- Address
- Contact Name
- Phone Number
Tip:You can delete questions by selecting the menu next to the question text as shown in the following image:Try it with the default question that the system generated when you created your form.
Save and deploy your form
-
Select SAVE AND DEPLOY.
Result: The system prompts you to confirm that you want to deploy the form.
-
Select DEPLOY.
Result: The system makes the form available in your Mobile App.
-
Result: Your form is now visible in the Forms section of your Mobile App.
Submit a form
- Open the ProntoForms Mobile App.
-
Select Forms.
Result: The Forms page opens with a list of all your available forms.
- Select the new form you created, Site Inspection.
- Select the Customer Information page.
-
Answer the questions in the form. The following is an example of the form filled out.
-
Select Send.
Result: The Mobile App prompts you to confirm that you want to send your form.
-
Select Send to confirm.
Result: The Mobile App confirms your submission.
View your submitted form
-
Go to the Web Portal and sign in.
-
Go to
Data & Analytics > Submissions (by Form) > FormName > Continue
or
Manage Forms > FormName > Go to submissions
Result: The Web Portal displays the Form Submissions page for the selected form. The Form Submissions page displays form submissions from the last 30 days.
-
Select the Reference Number of your Form Submission as shown in the following image.
Result: The Form Submission details page opens. In this page, you can see all the answers you submitted from your mobile device.