Here's a guide to GoCanvas terminology.
App Builder
The App Builder is where you will create your Apps. It allows you to create screens and place fields on them in order to collect data on a mobile device. You can capture signatures, insert photos, capture GPS coordinates, complete calculations and utilize common form fields like drop-downs, checkboxes, text boxes, and more. Learn more.
App Icon
The image that dispays on a user's mobile device next to the name of the App. This can be useful for helping users identify and distinguish Apps, as well as for branding purposes. Learn more.
App Outline
The App Outline allows gives you a high-level view of your App by showing each screen in order. You can add, delete, re-order, and set a screen to be a loop from here.
App Status
The status of an App is used to let Company Admins and Company Designers of an account know what stage of development a particular App is currently in. Learn more.
App (sometimes form)
The digital version of the paper form you've replaced in GoCanvas.
Bulk Dispatch
The ability to upload multiple Dispatches using a single file, found on the Workflow & Dispatch page. Learn more.
Business Insights
GoCanvas Business Insights takes the data collected in the GoCanvas App by your workforce and utilizes Excel to configure and display the information any way you desire. It pulls data directly from GoCanvas and places it inside Microsoft Excel so you can instantly analyze your data with all of Excel's powerful reporting and visualization capabilities. Available for Team 3 and higher plans. Learn more.
Conditional logic
In an App, you can set a screen or a field to only appear if certain responses are given to a set field. This is sometimes called "skip logic" because a common use for conditional logic is to skip a screen entirely. Learn more.
Custom PDF
A PDF output that has been designed and implemented by the GoCanvas Professional Services team. This is different from the PDF Designer, which allows GoCanvas users to create their own PDF designs. Learn more.
Custom sender address
Customize the email address from where submissions will be emailed, set on the Account > Customize page. Learn more.
Departments
Department functionality allows you to separate GoCanvas Apps, Submission data, and users inside a single GoCanvas account. This is typically for larger organizations that need to manage lots of GoCanvas Apps and users. Available for Team 3 and higher plans. Learn more.
Dispatch
Assign jobs to team members out in the field by sending pre-filled GoCanvas Apps to them on their mobile devices. Learn more.
Dispatch Calendar
View, create, edit, and delete scheduled Dispatches from a calendar interface. Available for Team 3 and higher plans. Learn more.
Elements
Elements are components you can add to your PDF that don't pull from data entered in your mobile App. That includes static text, images, social sharing icons and links, page breaks, and Submission numbers. Learn more.
Export Label
A Field Setting in the App Builder that allows you to set a value for the label of a field that only appears when you're exporting the data. Learn more.
Field
The place in an App where the user enters data. In GoCanvas, there are 18 types of fields available: short text, long text, static text, number, calculation, drop down, multiple choice, checkbox, date, time, photo, summary, signature, barcode, GPS, drawing, web link, and payment, that each allow for different types of data collection.
Field mask
A Field Setting in the App Builder that requires the user to input text data in a specific format. Learn more.
Field Palette and Field Settings
The left portion of the App Builder, which allows you to quickly add a field to the currently selected screen via drag-and-drop. After a field is added, this is where you will edit any field settings.
Folders
Folder functionality allows you to subdivide your GoCanvas Apps and Submissions in order to stay organized. Folders appear on the Apps and Submissions pages when logged into the GoCanvas website. These folders will also show up on your mobile device for your users. Learn more.
Handoff
During a Workflow, a handoff is the action of passing an App from one person to another.
Loop Screen
Allows you to create the tables that you have in your paper forms on your mobile device. Loops will allow you to repeat a set of fields as many times as you need to — just like you adding another line item to a table. Learn more.
PDF Designer
Our drag-and-drop tool where you can place the fields in your app in the exact location that you want them to be located in the output. Whereas the GoCanvas App Builder allows you to edit how you capture data, the PDF Designer gives you control over the appearance of your data. Learn more.
Quick Links
On the Apps page, Quick Links are the three dots at the end of each row. They allow you to copy, assign, retire, and move Apps.
Recall
When using an App on your mobile device, Recall allows you to popluate fields with the values entered the last time you filled out that form. Learn more.
Reference Data
Upload lists of customers, parts, pricing and more so fields can be auto-populated for your mobile users. Learn more.
Reference Images
Static images that your mobile users can draw on top of when at a job site. Learn more.
Remember
When using an App on your mobile device, Remember allows you to save values in certain fields so that whenever you use that form, those values will automatically pre-populate. Learn more.
Retire
Removes a published App from all mobile devices but preserves their Submission data. Retired Apps can be restored. Learn more.
Standard PDF
This is the default PDF that gets created by the GoCanvas system. You are able to slightly customize a Standard PDF through settings in the App Builder and App Settings pages, but otherwise the Standard PDF will output your fields in order. Learn more.
Submission
A form that has been completed on the mobile device and securely uploaded to the GoCanvas cloud, where it can be accessed and shared. Learn more.
Submission Number
Generates a unique number for each submission (job number, ticket number, etc.). Learn more.
Submission Status
Submission Status allows you to create your own statuses for your submissions. Then you can assign these statuses to help you track your internal processes. Learn more.
Sync
Syncing is the mechanism that moves a Submission from a user's mobile device to the GoCanvas cloud. A Submission is not considered complete until the device has Synced with our server. Syncing also is how GoCanvas verifies the user's credentials and checks for updates (including updated Apps, Reference Data and Images, Workflows, and Dispatches).
Table of contents
Allows mobile users to fill out whatever screen they want instead of going in order. Not available if using Workflow. Learn more.
Template
A Template is a copy of a GoCanvas App that does not transmit down to a mobile device, but can act as a starting point for a new GoCanvas App. You can also submit a Template to the App Store. Learn more.
User Groups
User Groups allow you to easily assign GoCanvas Apps to users. Anytime you add a new user to a User Group they will be automatically assigned any Apps assigned to that group. Learn more.
Webservices API
Based upon the Representational State Transfer (REST) style of webservice invocation, our API is primarily meant to allow customers to pull down submitted information. Some limited data can be pushed into the GoCanvas system for use by mobile clients. Learn more.
Workflow
Workflow is for processes where multiple people have to fill out a GoCanvas app. Mobile users can pass a submission from one user to the next until it is completed. Available for Team 3 and higher plans. Learn more.
Zapier
Zapier is a third-party service that allows userss to connect different cloud-based services to one another to automate more of the tedious day-to-day tasks that they might be doing manually. By using Zapier you can easily move data you are collecting with GoCanvas into other services like Quickbooks, Constant Contact, MailChimp, Emma, Salesforce, Freshbooks, MS OneDrive, a SQL database, and much more. Learn more.
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