With ProntoForms you can CREATE, CAPTURE, REPORT and MANAGE on mobile forms.

CREATE - Building Pronto Forms in the web

Pronto Team administrators can create and dispatch forms. Follow these steps:

1. After you've installed ProntoForms on your device, on the ProntoForms web portal, click the "Forms" tab to begin building a form.



2. You will see some sample forms in the "Production" project. Choose which project you'd like to add the new form to, and click the "Create Form" button above the list or click the"Create A Form Definition" link from the left "Forms" panel.



3. In the "Create Form" panel, select the Project that you want to save your form in. It is good practice to test your new form in the Test Project with a small number of users prior to deploying to your entire team. Learn more about deploying forms to users with Projects. Then, you can start from a blank form, enter a Form Name, then click "OK". You can also choose to start from a pre-defined form from the "Start From" drop down list. This creates a "Form Definition" file. (Note: Please avoid characters like commas, quotations and # + \ / * : ? . " ,, {} ` <> ¦ - .) You can now define how your form looks and behaves.







4. Click the "Add Page" button to add pages to your form. You can also hide/show pages, edit, move and delete pages. Note: If you're using "skip logic" (e.g. to jump pages based on answers) please review skip logic settings after moving or deleting pages. Learn more about Skip Logic.




5. Click the "Add Form Control" button to add form controls to your pages. To save a page you must add at least one form control to it. (Note: Please avoid characters like two commas (,,) or quotation marks (") or ampersands (&) in question labels and items in dropdown, radio button and multi-select lists. For default values for text entry fields please avoid using characters outlined in #3 above.)
   
   A summary of form controls is shown below:

	Sample on device	Default Values	Skip Logic	Validation Data	Optional text box	Read Only	Hidden
Form Control	Screen shot of form control on mobile device	Sets an initial value for a question	Allows users to skip over pages based on answer. Note: all subsequent questions must be on new pages (whether skipped or not).	Allows text entered to be validated against pre-set standard formatting.	Allows users to enter optional text by selecting the last value in a list.	Allows data such as date or time to be captured and not altered.	Allows form author to have hidden questions in form.
Attach		-	-	-	-	-	-
Calculation		-	-	-	-	Yes	Yes
Capture		-	-	-	-	-	-
Checkbox		-	-	-	-	-	-
Date		-	-	-	-	Yes	Yes
Date-Time		-	-	-	-	Yes	Yes
Drop Down List		Yes	Yes	-	Yes	-	-
Geo		-	-	-	-	Yes	Yes
Info Label		-	-	-	-	-	Yes
Look Up (advanced users only)	The "Look Up" form control currently cannot be edited in the web form builder. For advanced users, it allows mobile users to search and select from a separate file the form uses to look up data. Please contact info@truecontext.com to learn how to use the "Look Up" form control.
Multi-select		-	-	-	Yes	-	-
Numeric ID		-	-	-	-	Yes	Yes
Radio Button		Yes	Yes	-	Yes	-	-
Signature Box (see note)		-	-	-	-	-	-
Text Area		Yes	-	Yes	-	Yes	Yes
Textbox		Yes	-	Yes	-	Yes	Yes
Time		-	-	-	-	Yes	Yes

Note: you can sign directly on iPhone, iPad, iPod Touch and Windows Mobile devices. To capture a signature on a BlackBerry device running OS 4.3 or higher, use the Infinite Peripherals SCP10-BT Bluetooth® Pad signature pad.



6. Click "Save Form" to save your form.

For more information about building forms, refer to our Form Building Guide.

CREATE – Insert an Index Page on your form

CREATE – Use Skip Logic to create branches in your form

CREATE – Learn about using Geo-stamping in your form

CREATE – Capture a photo in your mobile form

CREATE – Add a calculation to your mobile form

CREATE – Create a numeric identifier in your form

For more information about building forms, refer to our Form Building Guide.

CREATE – Push Forms to users' devices

When you're the Administrator of a ProntoForms team, you can manage which forms are pushed to your users using Projects, and its AutoPush capability, found on the Project Info tab. With AutoPush turned on, all changes will automatically be pushed to all users in the project.

 

If one of your users is missing a form, learn how to resolve this issue.

CAPTURE - Starting ProntoForms on your mobile device

Once ProntoForms is installed on your device, look for the ProntoForms icon on your device.

• On your BlackBerry home screen (or ribbon) click the blue ProntoForms icon. If you have a BlackBerry using OS 4.6 or above, look in the Downloads folder for the ProntoForms icon. (Contact your BlackBerry BES administrator if it doesn't appear as your company may disallow 3rd party applications by default.)
• On your Windows Mobile device, click Start>Programs and tap the "ProntoForms" icon to begin.
• On the iPhone, iPad or iPod Touch, tap the ProntoForms icon.

Sign-in with your Username and Password. An introduction screen with instructions for using ProntoForms will appear, followed by a screen displaying the available forms on your device.

CAPTURE - Completing forms on BlackBerry devices

On your BlackBerry, use the Menu button to access available actions for each form page:

CAPTURE - Completing forms on Windows Mobile devices

On your Windows Mobile (touch-screen) device, available actions for each form page are displayed at the bottom of the screen:

CAPTURE - Completing forms on iPhone, iPad or iPod Touch devices

On your iPhone, iPad or iPod device, available actions for each form page are displayed at the bottom of the screen:

 

To edit a form record stored in your Saved, Outgoing or Drafts folder, simply highlight the record and tap to open (Windows Mobile, iPhone) or select edit from the menu (BlackBerry).

REPORT - View, print and export data from the ProntoForms web portal

Individual ProntoForms users can view and export completed forms that they have filled out. ProntoForms administrators can also consolidate all data for a ProntoForms team for reporting. Follow these steps:

Log-in to the ProntoForms web portal from your PC at http://www.prontoforms.com. Click the "Data" tab, then click "Refresh Form Record(s)" button to update the display of completed form record(s) sent from your users' devices.

Click the icons in the "Actions" column to easily view, print or download a CSV formatted file of any completed form record. You can click the "Download Form Record(s)" button to download single or multiple record(s), or click "Delete Form Record(s)" button to delete a single or multiple record(s). You can filter data records by "Form Name", "Last Modified Date" and "Last Modified By", and you can search by "Form Name" and "Version".

Note: If all of your data appears in one column, or too many columns, you may have the wrong "csv delimiter". Learn how to set your csv delimiter.

If you need help or have questions please contact us at info@truecontext.com.

Note: Completed form records are retained for a maximum of 30 days on the ProntoForms server. Please ensure to export your data to your own PC on a regular basis.

REPORT - What can I do with CSV and exported flat files?

After selecting records to export please save the file to your PC (screen shot below):

ProntoForms customers can export CSV formatted files of completed records from the web. With this "flat-file" format it's easy to import or open them in common applications like Microsoft Excel or Access and use charts, graphs and pivot tables for further data analysis and reporting.

Click here  to download a FREE sample Microsoft Excel template(Office 2003 or later) to view completed form records that you have downloaded to your PC in CSV format. This template provides instructions for creating a graphical view of completed forms to help you analyze and understand the data that is being captured in the field. Additionally TrueContext paid professional services are available for customers that need help in generating specific Excel or other formatted reports. ProntoForms customers can optionally add "connectors" to automate this manual exporting further (additional fees may apply) directly to back-end file systems, applications and databases.

Additional information and resources are provided below.

• CSV - the comma-separated values(or CSV; also known as a comma-separated list or comma-separated variables) file format is a file type that stores tabular data. For more information on CSV please see: http://en.wikipedia.org/wiki/Comma-separated_values
• XML - the Extensible Markup Language(XML) is a general-purpose specification for creating custom markup languages. Its primary purpose is to facilitate the sharing of structured data across different information systems, particularly via the Internet, and it is used both to encode documents and to serialize data. It is a fee-free open standard. For more information on XML please see: http://en.wikipedia.org/wiki/Xml
• Microsoft Excel - Microsoft Office Excel is a spreadsheet application written and distributed by Microsoft for Microsoft Windows and Mac OS X. It features calculation, graphing tools, pivot tables and(except for Excel 2008 for Mac OS X) a macro programming language called VBA(Visual Basic for Applications). It is overwhelmingly the dominant spreadsheet application available for these platforms and has been so since version 5 in 1993, and is bundled as part of Microsoft Office. Excel allows you to easily create graphs, charts, and pivot tables. For more information on Excel please see: http://en.wikipedia.org/wiki/Microsoft_Excel
• Microsoft Access - Microsoft Office Access is a relational database management system from Microsoft. Access can use data stored in Access/Jet, Microsoft SQL Server, Oracle, or any ODBC-compliant data container (including MySQL and PostgreSQL). Skilled software developers and data architects use it or other databases like Microsoft SQL Server to develop application software. Relatively unskilled programmers and non-programmer "power users" can use it to build simple applications. It supports some object-oriented techniques but falls short of being a fully object-oriented development tool. For more information on Access please see: http://en.wikipedia.org/wiki/Microsoft_access
• Pivot Tables - A pivot table is a data summarization tool found in data visualization programs such as spreadsheets(e.g. Microsoft Excel). Among other functions, it can automatically sort, count, and total the data stored in one table or spreadsheet and create a second table displaying the summarized data. Pivot tables are useful to create crosstabs quickly. The user sets up and changes the summary's structure by dragging and dropping fields graphically. This "rotation" or pivoting of the summary table gives the concept its name. For more information on Pivot Tables please see: http://en.wikipedia.org/wiki/Pivot_Tables

REPORT - View Completed Form Data Graphically

As a member of a Pronto Team, you can view information about your completed forms at a glance on the ProntoForms "Reports" tab. ProntoForms Team administrators can also see a consolidated view of all team data on this tab.

Log-in to the ProntoForms web portal from your PC at http://www.prontoforms.com. Click the "Reports" tab.

View forms completed between two dates that you select, and show data by day, week or month. Adminstrators can see at a glance the number of forms submitted by each team member to measure user productivity. You can also download any of these summaries to excel for further processing.

Select the desired Project, the time period using the calendar drop-downs, and whether you wish to view by day, week or month. Then select "Get Charts." To get charts for just one day, select one date and click "Get Charts." (Note, because users may be in a variety of different time zones, the Reporting feature stores all completed forms in "Universal Metric Time" (UMT), which is equivalent to GMT.)

 

To view details of any form during the period, click on the form candle in the "Forms by Name and Version" chart. You'll then be presented with the list of questions for that form, and you can further drill down to see results graphically by clicking on each question.

To ensure that you can view Reports for your forms as you make changes to it, please ensure you change the version number every time you update your form. Then, you'll be able to view the data for each version.

 

To export any of the data in the graph, click the "Download Reports as Excel" link.

REPORT - Map Mobile Workers' Locations

If your form contains a Geo control, you can map mobile workers' locations in the Reporting tab. You can view users' positions in two different ways:

• positions of all users when filling out a selected form in the specified time period
• positions of any user recorded in all forms with geo-stamps in the specified time period

To view by Form, in the "Reports" tab, select the desired Project, the time period using the calendar drop-downs, and whether you wish to view by day, week or month. Then select "Get Charts."

To view mobile workers' positions, click on the candle of the desired form with the geo-stamp in the "Forms by Name and Version" chart. Click on the geo-stamp question to view locations. On the left, you can see a list of positions; clicking on any of these will provide the position address (if known), time the position was acquired, and technology used to acquire it (GPS or Gears).

 

To view locations by user, in the "Reports" tab, select the desired Project, the time period using the calendar drop-downs, and whether you wish to view by day, week or month. Then select "Get Charts."

To view mobile workers' positions, click on the form with the geo-stamp in the "Forms by Team Member" chart. Click on the candle for the desired user to view locations. On the left, you can see a list of positions; clicking on any of these will provide the position address (if known), time the position was acquired, and technology used to acquire it (GPS or Gears).

 

MANAGE - Set up Users and Groups for your team

ProntoForms team administrators can add new users to their ProntoForms teams from the "Users & Groups" tab by clicking on the "Create New User" link on the left.

Under the "My Groups" tab in "Users & Groups" you will see some default groups, for Production users and Test users.

Tip: It is a good practice to use a Test Group containing only a small number of users including yourself to validate the way your form works. Once you're sure everything is working, you can make the form available to all Production users. Learn more

You can create additional groups if you have different forms that you wish to send to different users. For example, all users in the Northwest Group might use the Northwest Sales Form, whereas all users in the East Group might use the East Sales Form. You can use Groups to help manage this. Learn more

MANAGE - My user is missing one or more forms from their device

As ProntoForms Team administrator, you are the first point of contact for your ProntoForms users. If one of your users indicates that he or she is missing a form, here's how to solve the problem:

1. Log-in to your ProntoForms web portal account, and go to the "Users & Groups" tab.
2. Find the user in question on the My Users" tab and click on it.
3. Select the "Pushed Items" tab.
4. Find the missing form in the list and click on the "Resend Item" icon opposite it.
5. Ask your user to perform a "Send/Receive" on their device to receive the form.

MANAGE - Manage form distribution to your team members with Projects

The ProntoForms Team environment allows you to easily control who gets which forms in your team, using the concept of Projects. It is as simple as 1-2-3:

1. You assign some users to a Group.
2. You create a Project and assign the Group to it.
3. You upload forms to the Project.

Now, all users in the Group will receive all the Forms in the Project.

Let's look at some of these steps in more detail.

MANAGE - Configure your ProntoForms solution

Now you can customize your ProntoForms solution to match your business processes. With the "Config" tab, you can:

• Choose the appropriate CSV delimiter for your region
• Upload your corporate logo for use on the Print and PDF views of each completed form
• Determine who to route completed PDF form records to by email

Configure your CSV Delimiter

In Excel, Commas Separated Value (CSV) file formats vary by region, often depending on the decimal separator symbol (comma or period) in use on the user's computer. The following guideline will help you choose the appropriate delimiter for CSV downloads from ProntoForms:

• If you are English-speaking, and your decimal separator is a period, select "Comma (,)" as your CSV delimiter
• If your decimal separator is a comma, such as is common in many European countries, select "Semi-colon (;)" as your CSV delimiter

If you want to be sure you've chosen the right format, try downloading a form to your computer desktop. When you open the file using excel, if the form has the following columns and general format, you've chosen the right delimiter. If there are too few or too many columns, you should change to the other CSV delimiter.

Configure and Route your Completed Forms

You can upload your corporate logo for inclusion on the Print and PDF versions of completed form records. On the Config tab, select "Upload Logo" for either the Web-Print view or PDF. The logo should conform to the following format:

• a maximum of 300px in width and 65px in height
• GIF format

To see how the logo looks, go to the "Data" tab, and select the small printer icon on the right of any completed form record. If you're not satisfied with it, you can restore the default ProntoForms logo on the "Config" tab.

To route completed form records in PDF format by email, select the "Enabled" checkbox on the Config tab.

To select the email address(es) to route the PDFs to, select from the user emails on the box on the left, and move them to the "Selected Email Addresses" box using the right arrow. To add additional email addresses, use the box below, and separate email addresses with a semi-colon.

Want to get more from ProntoForms?

If your needs extend beyond ProntoForm's broad software as a service capabilities, talk to us about how easy it is to:

• Set up scheduled delivery of data to your own server with ProntoForms Connector (WIN32 connector)
• Deploy our solution on your site (on-premise server)
• Customize forms and workflow
• Add and support device peripherals
• Web/PC/Tablet forms
• Use our robust APIs to directly connect with back-office systems
• and more

Contact us to learn more!

ProntoForms employs a number of world-class security technologies and risk minimization policies to protect your data at all times:

• Like web banking and eCommerce, when transmitting data between your mobile device and the ProntoForms Portal, a secure 128-bit SSL encrypted connection is used.
• Users are assigned individual credentials and password enforced log-ins in order to control access and audit/logging of actions.
• Similar to other leading Software-as-a-Service (SaaS) hosted services, ProntoForms ensures that each customer "domain" is fully partitioned to keep data secure and separate from each other.
• For Windows Mobile devices, ProntoForms provides remote over-the-air (OTA) removal or "wiping" of forms and records/files if the device is lost or stolen.

If you have questions or need help, please e-mail call our support team at +1 888 762-7472 (Monday – Friday, 9-5 Eastern), or click "Live Chat" anytime in the ProntoForms web portal.

Which mobile devices and Internet browsers are supported by ProntoForms?

ProntoForms is currently available for use on BlackBerry® devices (v4.2 or later), Windows Mobile® touch-screen devices (version 5 or 6) and iPhone, iPad and iPod Touch 2nd generation devices running OS 3.0 and above. For convenient online viewing, printing, or exporting of data collected in the field, the ProntoForms Portal supports Microsoft Internet Explorer version 6.0.2 and later, as well as Firefox 3.0 and Safari 3.1.

Why is my form not displaying information correctly; or why does my PDF/print/export view have missing information?

It's possible to upload a form definition file from your PC with errors in it that can cause issues with the form on the device, or with the PDF/print/export view of completed forms. Typical errors include: typos in the Form Definition file; data in the wrong cell in the Form Definition file; inconsistent Form Definition file names; use of special characters (e.g. - # + \ / * : ? . " ,, {} ` <> ¦) etc. By creating and editing Form Definitions in the web you can avoid these errors caused by incorrect manual changes to Form Definition files. In the future we'll be enhancing the data validation and checking to ensure that manually created or edited Form Definition files do not contain errors.

How do I fix error messages on my BlackBerry when I log-in to ProntoForms?

Possible error messages that you may experience include:

Depending on your BlackBerry service and network operator you may need to manually change the default connectivity settings the forms use on your device. If you receive error such as "Unable to Communicate, or Registration Failed" when sending/receiving forms, please follow these steps:

• Ensure that you have data network connectivity on your BlackBerry. For example, open a browser window, and verify that you can perform a search on the www.google.com page.
• From your device home screen ribbon, launch the Pronto form icon
• At the Log-in page. hold the ALT key and type tctc
• This expands the Log-in page. Click Menu (wheel) > Connection Mode, and select Connect Using:
• BIS - if you're using the BlackBerry Internet Service
• BES - if you're using a corporate BlackBerry Enterprise Server
• TCP/IP - if you've tried BIS setting and you're still getting error messages during log-in
• If you don't see the expanded Log-in page select the "Reset" button
• Once you've selected a new Connection Mode please enter your User ID and Password and select the "Sign-in" button
• If you're still having problems using your BlackBerry Pronto form please call our support team at 1 888 762-7472

OR

• Ensure that you have data network connectivity on your BlackBerry. For example, open a browser window, and verify that you can display the www.google.com page.
• From your device home screen ribbon launch the ProntoForms icon
• Click anywhere on the form to launch a BlackBerry Menu - The BlackBerry menu may contain the following:
• Send/Receive, Options, About, Full Menu, Close.
• Select Options from the BlackBerry menu.
• It will bring up the mExperience Options page that shows 2 options: Connection and Advanced.
• Select Connection. This brings you to the Connection Info page.
• Click the scroll wheel/track wheel. Another Blackberry menu will appear with the following:
• Save, Connection Mode, Full Menu.
• Select correct connection mode. Click on the "Sign In" button.

If all connection modes fail, contact a technical support engineer at 1-888-762-7472.

How do I request a reset of my password?

On the ProntoForms web portal login page select "Forgot your password?" just below the password entry box.

How do I delete my ProntoForms account and remove ProntoForms from my mobile device?

Your ProntoForms team administrator controls user creation and deletion, and can delete your account. To remove ProntoForms from your device, follow these steps:

I was using the web form builder but I got a timeout message warning?

For security the Pronto web portal and web form builder are set to time-out after 60 minutes of inactivity. If you're building forms in the web please ensure that you perform an action (e.g. add form control, name page, save form, etc.) to avoid loosing data or being prompted to sign-in again.

Why is the form I created not showing up on my (or my user's) device?

If you're a member of a Pronto team, contact your Pronto administrator to have your form pushed to you. Pronto Team admins should ensure the Project has "AutoPush" turned on in the Project Info tab. If it is not turned on, you must manually send changes to users each time a change is made. From the Forms tab,

• Click the "Send Changes To Users" or "Send All Items To Users" buttons to send the form to your users' phones
• From within Pronto, have your users select "Send/Receive" to receive the form(s).

 

I have had a technical support person ask me to send my device log files?

To further troubleshoot issues you are be experiencing, a technical support engineer may ask you to provide your BlackBerry or iPhone Logs. To access the logs and send, please follow these steps.

 

BlackBerry:

• To access your Event Log, go to your Home Screen, hold down the ALT key and then type "LGLG."
• Copy the days' events from the Blackberry menu and paste into an email in your Blackberry email client.

iPhone:

• Tap on Settings, and Pronto.
• Turn on the "Email Logs" settings and email to the address shown. You may add any comments you feel are relevant.

I am having difficulties trying to create a form and/or publishing the form.

For more information, download the PDF document "Form Building Guide".

I can't build the forms I want, or I need back-office integration or on-premise server installs?

Send an e-mail to info@truecontext.com and we are happy to provide information about Pronto Enterprise and customization services, including support for complex forms, peripherals, back-end integration and on-site server installations.

Still having problems?

If the above Frequently Asked Question responses do not address your problem, please enter a ticket with TrueContext. Submit a trouble ticket. If you are part of a Pronto Team, please contact your Team administrator to submit a ticket on your behalf using your Pronto corporate account.