Action button

CO-4692 Adds Check for updates option to Close form and Close, reload form actions.

• Check for updates: Check for updates after closing the form.

CO-4701 Adds Brother P-Touch Designer file support to Print label action.

• Use .bin file
  How to use a .bin file to print a label on Brother printers.
• Use P-Touch Designer file
  How to use a P-Touch Designer file to print a label on Brother printers.

CO-4786 Adds Inverted to the Text direction option of the Print label action.

• Text direction: Print vertically or horizontally. Choose Inverted to print the label upside down.

CO-4789 Adds Retrieve form actions: Close, retrieve form; Save, send, retrieve form.

• Close, retrieve form: Close the form without saving, then start the retrieve form process based on data in the current form. The user can retrieve a form without opening the Retrieve tab.
  • Submit action: The action to take when the retrieved form is submitted.
  • Project: The project to search.
  • Form: The form definition to search.
  • Condition: The condition to use in the search.
    • Restrict by mobile device: Only forms submitted by the same mobile device can be retrieved. 
    • Create date: The date the form was submitted. Use Custom to use a date range based on fields in the current form. Required.
    • Question: Select a question in the form to search. Select a field in the current to form to match in the Answer. Not required.
  • Display: Define the fields in the form that will be visible to the user in the list of forms to retrieve. If no fields are defined, the record name will be used.
  • Remove from review if no changes are saved: Remove the retrieved form from the Review tab if the user exits the form without saving changes.

• Save, send, retrieve form: Submit the form and then start the retrieve process based on data in the current form. The user can retrieve a form without opening the Retrieve tab.  
  • Submit action: The action to take when the retrieved form is submitted.
  • Project: The project to search.
  • Form: The form definition to search.
  • Condition: The condition to use in the search.
    
    • Restrict by mobile device: Only forms submitted by the same mobile device can be retrieved. 
    • Create date: The date the form was submitted. Use Custom to use a date range based on fields in the current form. Required.
    • Question: Select a question in the form to search. Select a field in the current to form to match in the Answer. Not required.
  • Display: Define the fields in the form that will be visible to the user in the list of forms to retrieve. If no fields are defined, the record name will be used.
  • Remove from review if no changes are saved: Remove the retrieved form from the Review tab if the user exits the form without saving changes.

CO-4823 Adds Custom to the Paper style option of the Zebra Print label action.

CO-4827 Adds Caption Justification to Image buttons.

CO-4832 Adds File print types to the Print label action.

• Print type (PDF, PNG, ZPL): Select a label file to print.
  • Add file: Select a Text or text Calculation that contains the publicly available URL of the file to print.
• Print type (Manual): Define a label to print.
  • Columns: Choose between 1 and 2 column layout.
  • Show colon: Print a colon between the caption and the answer value.
  • Add row: Select the fields and formats you would like to appear in each column and row.
    • Type: Choose from the list of supported field types.
    • Field: Choose the field to print.
    • Font size: Choose between small, medium and large font.
    • Align: Choose L (left) C (center) or R (right) alignment.
    • Print caption: Print the caption text from the question.
    • Bold result: Print the value in the field in bold text to distinguish from the field caption. 

CO-4846 Adds new auto-run triggers for Retrieve/Modify.

CO-4870 Adds buttons to the action button image selector.

CO-5166 Adds tables to the list of printable controls in the Print Label action.

Calculation

CO-4610 Adds Round down option to numeric calculation.

• Round: Select the direction to round if the calculation has more decimal places than specified by Decimal place. Standard (default) rounds up when the remaining value is 5 or greater. Down rounds down in all cases. Available on request.

CO-4757 Adds Answer Text color option.

CO-4927 Adds user email address to list of possible inputs to a text Calculation.

• Mobile user email: The email address of the mobile user.
• Web user email: The email address of the web user.
• User variables: Fields beginning with "var_" are user variables.

CO-4983 Adds date user variables to date calculation.

• User variables: Fields beginning with "var_" are user variables.

CO-5032 Adds Sum and Count to checklist tables.

If your form contains a Table configured as a checklist, you can use Sum or Count functions in a calculation placed inside the Table to sum or count all the duplicate records in the checklist. Show duplicate values should not be selected.

Example: A checklist of orders with the customer as the Lookup field in the checklist Data lookup: If there is an order amount field in the checklist, use the Sum of the order amount to calculate the total order amount for each customer. The records in the data lookup are grouped by customer because customer is the field selected as the Lookup field.

Choose one

CO-4917 Adds Choose one fields to fields that can be used in If, Then, Else logic.

Data lookup

CO-4693 Adds new "Evaluate on edit, retrieve, and forward" option

• Evaluate on edit, retrieve, and forward: Check the lookup conditions again when a form is edited, retrieved or forwarded. If the lookup conditions have changed so that the selected option is no longer valid, the selection will be cleared and any destination fields will be cleared.

CO-4894 Adds refresh on retrieve option to destination fields.

• Refresh on retrieve: When a form is retrieved, ensure the latest lookup information is loaded and update the destination fields with any changed information.

Date/Time

CO-5131 Adds new minute interval options.

Use minute Interval: This option allows the user to limit their time answers to specific intervals.  If checked, when the user clicks the 'Now' button the timestamp will automatically go to the correct interval time. This setting also makes the time picker only include minute options that match the selected interval.

Rounding: Select Up to always increase the time, Down to always reduce the time, and Standard to round to the nearest interval.

For example, if the interval setting is set to 15 minutes and rounding is set to Up, when the user clicks the Now button at 11:16 AM the timestamp will read 11:30 AM (next 15 minute interval). The time picker will also only include minutes that match this interval (for this example the minute picker would only include 00, 15, 30, and 45).

Image

CO-4896 Adds auto stamp information to images.

• Auto stamp image: Print information about when and where the image was taken at the bottom of the image.
  • GPS location: The latitude and longitude where the image was taken.
  • Direction: The direction the camera was pointing when the image was taken. Not all devices can report direction information. Direction information may not be available in landscape mode.
  • Date and time: When the image was taken.
  • Description: Print the contents of a Text or text Calculation field on the image.
    
    If the image is selected from the gallery, the date and location information captured by the camera when the image was taken are used.

Label

CO-4745 Adds Add as space option.

• Add as space: The label only displays as a space between other controls.

Layout grid

CO-4744 Adds Center grid option to layout grid.

• Center grid: Centers the column(s) of the grid with padding on both sides. Specify the padding in Left padding and Right padding. Check No captions to hide the grid captions.

CO-4913 Adds Hide option to layout grid.

Payment

CO-4517 Adds BAC MiPOS payment integration.

• Send to payment system: Select fields that contain information to send to MiPOS.
  • Amount: The base charge.
  • Currency: The currency to use. 
    • CRC - Costa Rican colon
    • GTQ - Guatemalan quetzal
    • HNL - Honduran lempira
    • NIO - Nicaraguan córdoba
    • USD - United States dollar
  • Tax: The tax to be added to the base charge.
  • Tax is percentage: Select if the value in Tax is a percentage (e.g. if Tax = 10, then the tax rate is 10%).
  • Description: An optional description.
• Returned from payment system: Select destination fields to hold information returned from MiPOS.
  • Total amount paid: The total charge processed.
  • Cardholder name: The name of the card holder.
  • Card number: The masked card number.
  • Authorization code: The authorization code for the transaction.
  • Payment method: The method of payment.
  • Reference number: The reference number for the transaction.
    
    Note: Some transactions may not return all fields.
    Available by request.

Retrieve/Modify

CO-4750 Adds Set destination fields option to Retrieve/Modify.

• Set destination fields: Set values in destination fields when the first action of the Retrieve/Modify happens.

Shipping

CO-4485 Adds a new Shipping control that uses the shippo service.

• Click here to connect to shippo: Follow the steps to give your doForms account access to your shippo account. This must be completed once before shipping labels can be purchased.
• Transaction
  • Get rates: Display a list of available rates and service levels to the user so they can select the shipping service they wish to purchase. Only carriers set up in your shippo account will be displayed.
  • Create label: Immediately purchase the shipping service. Requires that the Carrier and Service level are specified.
• Send to shippo: The information that will be sent to shippo to generate a shipping label.
  • From address: The return address of the sender. 
  • From name: The name of the sender.
  • To address: The complete address of the recipient. Use a text Calculation to combine address fields if they will be entered separately by the user. The address is verified by the Google geocode API before it is sent to shippo.
  • To name: The name of the recipient.
  • Parcel template: Select a Choose one control that contains a list of pre-defined parcels. If no pre-defined parcels will be used, leave this option empty. The user can select "Custom" if they wish to specify a custom size and weight. Add a pre-built parcel template choose one by clicking the link below.
  • Add a parcel template choose one: Click to add a Choose one control to the form that has all the pre-defined parcels for the carrier(s) you plan to use. Once the Choose one has been added to the form, select it in the Parcel template option above. Note that you can edit the choose one and remove any parcels you will not use. You can also change the name of the options in the Choose one as long as the underlying values are not changed. Remove the "Custom" option if the user will never specify a custom size and weight.
  • Length: The length of a custom parcel.
  • Width: The width of a custom parcel.
  • Height: The height of a custom parcel.
  • Distance unit: The units to use for the Length, Width and Height measurements.
  • Weight: The weight of a custom parcel.
  • Mass unit: The units to use for the Weight measurement.
  • Carrier: Select a Choose one that contains the list of shipping carrier(s) the user can select. Available if Create label is the selected transaction. Add a pre-built carrier choose one by clicking the link below.
  • Add a carrier choose one: Click to add a Choose one that contains the available list of carriers. Note that all carriers can be added here, but only carriers set up in your shippo account will work.
  • Service level: Select a Choose one that contains the service level to use. Available if Create label is the selected transaction. Add a pre-built service level choose one by clicking the link below.
  • Add a service level choose one: Click to add a Choose one that contains the list of available service levels
  • File format: Select the format of the shipping label that will be returned from shippo.
    • PNG - A PNG file of the shipping label. Can be saved to an Image control in the form.
    • PDF - A PDF file of the shipping label.
    • PDF_4x6 - A 4in by 6in PDF file of the shipping label.
    • ZPLII - A ZPL (Zebra Programming Language) file that can be printed.
  • Purchase button text: The text on the button the user taps to purchase a label. 
• Destination fields: The fields that will receive information about the purchased shipping service.
  • Carrier: The carrier selected.
  • Service level: The service level selected.
  • Tracking number: The tracking number of the shipment. Available if the shipment is trackable.
  • Tracking url: A URL that can be used to track the shipment. Available if the shipment is trackable and the carrier offers a tracking URL.
  • Rate amount: The amount charged for the shipment.
  • Rate currency: The currency used.
  • Estimated days: An estimate of the number of days required to deliver the shipment. Provided by the carrier.
  • Label url: The URL of the shipping label file. To print the label, add an Action button with Print label as the selected action. Select a Print type (PNG, PDF, or ZPL) to match the File format selected above, and then select the destination field selected here as the File to print.
  • Label image: Available if PNG is selected in the File format option. The Image field that will receive the image of the shipping label.

Table

CO-4768 Adds Clear on Retrieve option.

• Clear On retrieve: Clear any entries in the table when the record is retrieved. Sets the number of rows in the table back to the default.

CO-5153 Adds Show all when filter question is blank option to Use checklist.

• Show all when filter question is blank: If a filter question is blank, treat it as matching all records. If not checked, a blank filter question will only match blank values in the data lookup.