Lauren Sunday
Articles
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How to Assign a Form to your Users from the User's Profile
Before a user can complete submissions, they need to have the relevant form assigned to them.Assigning a Form from the User's ProfileThis is a good option to quickly assign multiple forms to a user...
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Assign a Form to a User Group
This article provides step-by-step instruction for managing the forms assigned to a User Group from the Groups page in both Core and Project View, regardless of if Departments are enabled.Before a ...
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Assign a Form to your Users from the Advanced Form Builder
This article explains how to assign a form to Groups and/or users immediately before publishing a new version from the Advanced Form Builder.Before a user can complete submissions, they need to hav...
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Auto Populate your Forms with Customers, Projects, and Sites
Connect your Projects, Customers, and Sites to your GoCanvas forms so users have efficient and consistent data to populate their submissions.Customers, Projects, and SitesFor users that are familia...
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Default URL for Link Fields in the Builder
Link fields gives users an efficient way to navigate to a predetermined URL from within their form.Link FieldsAdmins and designers determine the URL that a Link field is directed to by setting the ...
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What is the Reference Image Report?
This article provides extra context for using the out-of-the-box Reference Image Report.The Reference Image Report is an efficient way to determine which reference images are in use and to which fo...
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Date Field Formats within the Builder
Date fields have three different formats, or styles, from which to choose so admins and designers can decide the format that fits your organization's data collection needs.Date Fields Note This set...
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How to use the Unfinished Tab in Work Hub
This article explains the purpose of the Unfinished Tab in Work Hub.GoCanvas provides Admins the ability to control partially completed submissions by moving the submission forward in its process f...
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System Defaults in the Builder
One way to save users' time filling out forms is auto-populating repetitive information that otherwise slows them down.System DefaultsThe System Default setting, available on Text Fields in the Sty...
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How do I add a Customer?
This article explains how to create and manage Customer records within Project Management View.Adding Customers and their job Sites to your GoCanvas account is the first step to start reaping the o...