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User Roles: Forms
When creating a Forms User Role, carefully consider what level of access you would like to grant to the personnel in your company who will be responsible for building or filling out Forms. Below is a table that defines each privilege that can be ...
Exporting Forms in ConnectMax
Introduction This article explains how to exports Forms in ConnectMax. Prerequisites Before you export forms, you must setup a forms export template. See more information on creating for export templates, see Setting Up Export Forms Template in ...
Assets in Time and Forms
In this webinar segment we give some insight on how Asset works with our time and additional module Forms, this is a great example of how it works with other modules in our system.
How to Set Forms Permissions
Users can specify which forms employees have the ability to fill out in the field by using Permissions. To create a new permission set, or to adjust an existing permission set, select Settings and then from the drop-down select Modules. In ...
Completed Forms in the Control Center
To access completed forms in the Control Center, click on FORMS and then choose Completed. Completed forms search bar Any text entered in to this field will cause a search to be run on all of the columns in the forms list table, with exception of the ...