Lauren Sunday
Articles
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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...
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How do I add a Project?
The article provides steps for how to add a New Project on the Projects page in the web portal.Adding Projects lets you organize all related activities and data for a customer in one place so work ...
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What is GoCanvas Project Management View?
The article provides information about how to manage Projects, Customers, and Sites with Project Management View.GoCanvas Project Management is an easy to use platform to help your business stay on...
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Including Field Values in Submission Emails from the Builder
Field values, data collected in your submissions, can be included in the email subject and/or email body automatically generated after a submission is complete. Place Value InIncluding field value...
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Change the Timestamp Format in the Builder
Depending on your industry or where you are in world, you may want to view time in a different format. Change Timestamp StyleThe Time field type Style setting is located under Standard Field Settin...
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Change the Zoom Level for a GPS Map in the Builder
After a GPS is captured in a submission, a map of that area can be displayed on the PDF output and how close or far away the map is displayed can be selected in the field settings.GPS Map ZoomFind ...
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Mobile Only User Role
This article provides basic information about how to set a user's Role as Mobile Only when creating a new user or editing an existing user's Profile.Mobile Only User restricts the user from accessi...
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Map Reference Data to your Fields in the Legacy Builder
Using the New Builder? Map Reference Data to your Fields in the Builder The third and final step of the reference data process is to attach the columns in the file to the fields in the form. Since...
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Make a Dropdown Field Editable for Mobile Users in the Builder
Dropdown fields have a unique settings that allows users to add choices on mobile. Editable Dropdown FieldsThe Dropdown field in the Builder is a very versatile field type that allows form builders...