Technology - Managing Form Tools Clients

Managing Form Tools Clients

Q

Where to find answers to frequently asked questions on managing Form Tools client accounts? I want to give other users access to submit form data.

✍: FYIcenter.com

A

Here is a list of frequently asked questions and their answers compiled by FYIcenter.com team on how to add client accounts for users to login to Form Tools to submit, search, view and report on form data:

What Is Client Account

Add a Client Account

Summary:

Client account allows a user to log in to Form Tools to submit, search, view and report on form data.
Client account can be restricted to see forms and form views assigned to the account.
Client account can not create new forms.

⇒ What Is Client Account

⇐ Define Views on Existing Form

⇑⇑ Form Tools - Frequently Asked Questions

2020-01-03, 658👍, 0💬

Add a Client Account
How to add a new client account on Form Tools? Once a form is created, you need to add some client accounts for other users to log in to Form Tools to submit format data or view existing form data. 1. Log in to Form Tools as Adminstrator. 2. Click "CLients" from the left menu. You should see a list ... 2020-01-03, 617👍, 0💬

Generate Report on Submitted Data
How to generate reports on submitted form data? I just started to learn how to use Form Tools. Once you have collected enough submissions on a form, you can also generate reports on submitted form data. 1. Log in to Form Tools as the administrator. 2. Click "Forms" on the left menu. You should see t... 2020-01-03, 569👍, 0💬

Define Views on Existing Form
How to define additional views on an existing form to manage a sub-set of the form fields? I just started to learn how to use Form Tools. If you have a form with a large number of fields, you want to define several views on the submitted data. Each view can be defined with see only a subset of field... 2020-01-03, 514👍, 0💬

What Is Client Account
What is a client account in Form Tools? A Client Account is a login account on Form Tools with limited permissions to access a given set of forms and form views. Only the administrator can create, modify, disable and delete client accounts. Administrator controls permissions of each client account t... 2020-01-03, 322👍, 0💬

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