SmartCAT Forms Support
Our support team is here to answer any questions you might have!
Some Frequently Asked Questions…
Forms to ensure that they are completed and not just saved as drafts. Your
server information must be correct or forms will not sync (server information should be smartcatforms.iformbuilder.com unless your company is using a custom server).
If SmartCAT Forms crashed on opening, try closing forms and re-opening. If the
problem persists, you will want to try to pinpoint the forms causing the crash by unassigning forms until the crash stops.
Tool Bar Illustration
The refresh button in the top right will sync completed forms, uploading them as records to the SmartCAT Forms database. For more sync settings look at advanced settings screen below.
The door button in the top right will log you the active user profile out of SmartCAT Forms on the device.
Username & Password
You can access your account by entering the same username and password as you use for smartcatform.iformbuilder.com
|1. Sync on Start||SmartCAT Forms will automatically download records & forms when opened.|
|2. Auto Sync||SmartCAT Forms will automatically upload/download forms & records when a form is completed.|
|3. Delete on Upload||SmartCAT Forms will remove completed forms form the device once they are uploaded.|
|4. Downloads Records||SmartCAT Forms will download any records created since it last synced. Necessary if Forms is using lookups.|
|5. Enable Push Notifications||Allows administrators to send notifications to users on this device using SmartCAT Forms.|
|6. Image Size||Options a drop down to select the size of images captured by SmartCAT Forms.|
|7. Save Copy in Album||Toggle to save a copy of any image captured in SmartCAT Forms to an album on this device.|
|8. Label Font Type||Opens dropdown to select the font of text in forms.|
|9. Label Font Size||Opens dropdown to select the font size of text in forms.|
Forms Screen Illustration
Tap the white bars to bring up data capture elements of an input.
Save As Draft
The back button in the top left will give you the option to save a record as a draft that will not be uploaded with syncing until the user hits “done.”
If a record is opened before it is uploaded there will be a pencil icon in the top left that allows edits to be made.
Edit Saved Draft Forms
Saves the record to be uploaded when the device is synced. Can be edited before syncing. Will not work unless all required fields are filled out.
A subform looks like an input but when tapped will open another form. Forms and subforms behave in the same way for saving drafts and editing, however a subform will only upload when the parent form uploads.