Articles

Recent activity by Chip Phillips, Community Manager Sort by recent activity Recent activity Votes
  • How to Reassign a Submission

    With the Assignments feature, users can start a submission, then reassign it directly to another user to complete. The Reassign action can be enabled on an App by App basis using the Assignment Set...

  • How to Unassign and Claim a Submission

    With the Assignments feature, users can start a submission, then unassign themselves to make the submission available for other users on their account to review or add information. The Unassign and...

  • Using Multiple Choice Buttons Fields

    Multiple Choice Buttons fields display all options available (up to 15 choices) and allows users to select multiple options. For example, a Single Choice Boxes field could display parts to replace ...

  • Using Single Choice Boxes Fields

    Single Choice Boxes fields display all options available (up to 5 choices) in a row and allows users to choose one. For example, a Single Choice Boxes field could display HVAC Service Packages from...

  • Using Rating Fields

    Rating fields can be used to rank the quality or status of something on a scale from 1 to 5 stars. This field type is great for collecting feedback and reviews, such as rating a HVAC system: The D...

  • Using Slider Fields

    Slider fields allow users to make a selection from a range using a handle on a horizontal axis. This field type is recommended for inputting rating values above 5 and for use as a sliding scale, su...

  • Using Increment Fields

    Increment fields are used to collect numerical data with buttons to add or subtract values. With the Increment field, users can sequentially increase or decrease values, such as counting the number...

  • How to create and share a 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 are able to create templates from your existing Ap...

  • What is a 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 are able to create Templates from your existing A...

  • Troubleshooting ACH Payments

    For new customers who previously set up ACH payments with their Account Manager, there are some additional considerations for updating billing information and adding seats/users. Updating Payment M...