ProntoForms iOS Client Settings

You can use the ProntoForms Mobile App as soon as you install it—just open the app and sign in. For more information and setup options, navigate to your Settings. You can check the app version, change notifications, reset your password, add a passcode for extra security, or get help from Support. This topic describes the options and information available in the iOS app settings.

Contents

Access the Settings

You can start work right away without changing any of the default settings. Some of the settings that you might want to check include:

Setting Description
Change Password Reset your account password.
Log Out Sign out and delete any Drafts and forms in your Outbox.
Contact Support Get help by phone or email, or go to our self-service website.
Application Settings Customize how you capture and display information on your app, including alerts for specific actions.
Passcode Lock Set up an app-level passcode for added security.

To access the ProntoForms Settings, select the gear icon on the lower right of the Home screen.

The home page of the iOS mobile app. In the bottom right corner is a gear icon that opens the Settings page.

Account

Username

This shows you the username of the signed-in user. If the app shows the wrong username, sign out, and then sign in with the correct username.

Change Password

You can change your account password from the app—you don’t have to go to the Web Portal to change your password. Use your new password the next time you sign into the app or Web Portal.

Tip:You must know your current password in order to create a new one. If you can’t remember your password, select Forgot Password and enter your email address. The system sends you an email that includes a link and instructions to reset your password.

Account Details

This page lists your team and user information. You can also view and edit your contact information here.

Note:Once you save your new contact details, you can’t edit them again on the app. Instead, sign in to the ProntoForms Web PortalClosed The ProntoForms Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations. to make further changes.

Log Out

This action logs you out of the Mobile App. When you log out, the system permanently deletes all Drafts and Outbox forms and resets app settings to their default values.

Warning:Deleted data can’t be recovered.

Support

Contact Support

Select the Support email address, phone number, or URL to start an email, phone call, or web browser. By default, this is the contact information for ProntoForms Support, but a ProntoForms Admin user can customize this information.

Application Settings

Image Quality

Image resolution (Image Quality) and file size (Image Compression) both affect image quality.

Note:Your admin can set a maximum resolution and file size in the question properties. This limits the image and file size, regardless of your app-level setting. If the admin chooses to Use device settings, your app-level settings determine the image quality.

You only need to change the image settings when:

  • Your device is low on storage space.

  • Your admin doesn’t know how large the images should be to display properly.

  • Your admin has selected Use device settings.

The Image Quality setting controls the size of the image itself. The larger the image, the better the resolution (quality). The Medium (default) option works well in most cases.

Tip: Only choose a large image size when you really need to. A form that has lots of large images increases the form submission size, processing times, and data usage on the mobile device.

There are four Image Quality options:

Option Maximum length of the long edge
Small 640 pixels
Medium (Default) 1024 pixels
Original Original resolution and display size
Custom Custom value

Image Compression

The Image Compression setting controls the size of the image file. A higher compression reduces both the file size and the image quality.

Tip:If you choose a higher compression, we advise that you also choose a smaller Image Quality.

Advanced Settings

The Advanced Settings include device and notification options. You don’t need to change these unless you’re getting too many alerts or your network connectivity is weak or intermittent.

Advanced Settings is a nested menu under Application Settings.

Settings screen that shows "Advanced Settings" within the "Application Settings" section

Other Application Settings

Audio Quality

Change the quality of audio files that you attach to your forms. Medium Quality (the default) should suffice for most recordings.

Note:A higher audio quality increases the file size, which affects the form submission size, processing time, and cellular data usage.

The question settings override the Mobile App settings if the admin selects the Enforce audio quality option.

Barcode Camera

Choose either the front- or rear-facing camera (default) for scanning barcodes.

Driving Directions Provider

Select the app that you want to use for driving directions. You can launch driving directions from a Geo Location question.

Confirm Send

Display a prompt to confirm that your form is ready to send. This gives you a chance to go back and edit the form before you send it.

Confirm Receive

Display a notification when the ProntoForms server confirms that it received your submitted form.

Confirm Discard

Display a prompt to confirm that you want to discard changes to an open form.

Note:We recommend that you keep this enabled to prevent accidentally losing work that you’ve completed.

Confirm Clear

For Text Area questions, when you select Clear, display a prompt to confirm that you want to clear your answer. This prevents accidentally deleting long answers.

Confirm Row Copy

Display a prompt to confirm that you want to copy a row from a Repeatable Section Summary Table. The prompt displays when you open an existing entry and select the copy icon.

Serial Uploads

By default, pending forms in your Outbox upload all at once when your device is back online. This makes the upload faster, but it takes more bandwidth.

If you regularly experience poor or intermittent network service, you can switch on Serial Uploads. This sets the Mobile App to send forms one at a time. Serial uploads take longer but use less bandwidth, making it more likely that each form will upload successfully.

Limit Repeat Display

By default, the Summary Table in a Repeatable Section displays a row for each entry. Enable the Limit Repeat Display option when you want to show only a limited number of rows. If you’re working in the Repeatable Section and need to show a row that’s not displayed, select View All.

Diagnostics

When the ProntoForms Mobile App detects a problem, it displays the Diagnostics settings. The support team will tell you how to use these options to help them troubleshoot issues.

Send Forms to Support

Send an email that includes a zip file version of a form in your Outbox.

Send Drafts to Support

Send an email that includes a zip file version of a form in your Drafts list.

Send Logs to Support

Send an email that includes a zip file version of logs that can help the support team troubleshoot any issues.

Log Level

As advised by the support team, use this option to change how much information the logs collect.

Log Download Items

As advised by the support team, use this option to add a list of items that are pending download to the log file.

You won’t see anything happen when you select this option because the app adds the info in the background.

Reset Options

Reset Forms

The support team might tell you to Reset Forms if the forms or other data on your device aren’t working. This action re-downloads data from the server and stores it on your device. You won’t lose any information that you already entered in a form.

Security Settings

Passcode Lock

For added security, you can set up an app-level passcode. After you set up a passcode lock, ProntoForms prompts you for your passcode the next time you open the app. Only a user who knows the passcode can access ProntoForms data.

Wait periods

The ProntoForms Mobile App allows five passcode attempts before it applies a wait period and displays an alert.

The wait periods increase with each failed attempt:

Attempt number Wait period before next attempt
6 1 minute
7 5 minutes
8 15 minutes
9 or more 1 hour

Options to unlock the app

How users unlock the ProntoForms Mobile App depends on the local data deletion setting.

  • Field users who choose to erase data get signed out after 10 failed passcode attempts. Then, they can sign in again with their user account credentials. They don’t need to enter a passcode.

  • Field users who choose not to erase data have a few different options to unlock the app:

    1. Remember and enter the passcode.

    2. Re-authenticate after 10 failed passcode attempts. On the tenth failed attempt, the signed-in user’s current session expires. No local data is erased. Once the user reenters their username and password, the Mobile App prompts the user to create a new passcode.

    3. Uninstall the ProntoForms Mobile App, and then reinstall it. This allows the user to sign into the app with their username and password.

About

Version

Displays the version and build of the installed ProntoForms Mobile App.

Tip:We recommend that you always run the most recent version of ProntoForms.

Terms of Use

Opens a browser that displays the ProntoForms Subscription Agreement.

Licenses

Displays a list of the third-party licenses used by ProntoForms.