Get started

• Access to the web application

  Articles on: Getting Started Logging in How to change your password Forgot Password Refreshing the web app Clearing web app cache Logging in When you are added as a new web user to FieldPro you will receive an e-mail, as illustrated below. (https://storage.crisp.chat/users/helPopular

• Going Live with FieldPro

  Glossary of Terms Getting Started with FieldPro What You Need to Get Started Deployment Phases Explained Option 1: Template Environment Option 2: Custom Environment What Data Can Be Imported? What Happens After Go Live? (3-what-happens-after-go-livFew readers

Teams

• Manage Teams

  Articles on: Web App What is a team? Filter, search and view teams Create a team Edit a team Archive a team Assign users to a team Assign multiple users to a team Download the list of teams (3-Download-the-list-of-tPopular

Users

• Manage Mobile Users

  Articles on: Mobile App Create a user Define and assign roles for mobile users Edit a mobile user License/Unlicense a mobile user Delete a mobile user View mobile users in a list Search a mobile user FiPopular

• Manage Web Users

  Articles on: Web App Add a new web user Web user profiles Customize profile Access to all resources Defining web user roles Assign a dashboard to a mobile user role Retrieve the password of a web userPopular

Workflows & Activities

• Create, view, edit and share activity reports

  Activity reports are structured summaries or logs of specific actions or tasks performed by field users or teams during a specified period. Below are the different sections in the activities: Main Activity parameters Different question types Question parameters Manage questions in the workflow Activity parameters to be defined (3-activity-parametersSome readers

• Create, view and download workflow reports

  This article provides a clear overview of how to create and manage workflows. Workflows are essential for automating processes and enhancing efficiency. Below, we break down key concepts, steps for building workflows, and how to view and manage workflow reports. Key Terms Building the workflow Configuring the steps Configuring the 2 types of workflows Key Terms WSome readers

• How to Write / Formulation Regex

  Articles on: Workflows & Activities formula is a, primarily used for pattern matching within strings (such as search, replace, or validation tasks). Regular expressions are commonly used in programming and text processing. Regex is a regular expression that defines or restricts what a user inputs/fill on the input questions (Input text, Integer, decimal, etc). It is a sequence of characters that define a search pattern. We have a provision to useFew readers

• Filling activity report from the Web app

  Articles on: Workflows & Activities It's become easier than ever to fill out activity reports directly from the web app. Here's a simple guide to help you do just that: Set Up Users: First, create a mobile user and assign them to the team in charge of the workflow. Then, make a web user without giving them access to everything. This is usually done by using the default viewer profile. (https://storage.crisp.chat/users/helpdesk/website/eFew readers

• Meta Expressions

  Definition of Meta Expressions Meta expression in FieldPro is a powerful tool used to retrieve data from different item attributes, activity variables and also workflow restrictions It is utilized for: Setting conditions Computing (calculating field values) Crafting item titles, activity report titles, and workflow report titles Meta Expression Parameters Meta expression parameters refers to variables or placeholders used to dynamically generate or manipulate data. The metFew readers

• How to filter items by type

  We've recently introduced a new functionality that allows items in a list e.g SKUs, assets, or other items to be displayed based on selected attributes on the list, such as type, category, channel type, etc. The same logic applies to displaying items on a list based on a single choice activity question for workflows. This enhancement serves to streamline the experience for field users and workers during sales, retail audits, and other visits by eliminating the need to fill unnecessary SKUs orFew readers

• Using the daily status value

  Workflow restrictionFew readers

Lists

• Manage List Items

  Articles on: Lists & Items Lists refers to a collection of items grouped together i.e. customers/agents/merchants, products/SKU’s, assets etc. In the list section, you can view all the lists present in the environment, e.g. list of products, list of customers, assets, etc. We have a propose a template of lists. We can customize the list to your users needs. A list is structured with attributes, whichPopular

Map

• Customers Map

  Articles on: Web App Key Features Interactive Map Interface Advanced Filters Maps clusters Map Legends Territory Management View customer details Customers Map is an intuitive tool that provides a comprehensive visual representatiPopular

Pictures

• View, filter and download pictures.

  InArticles on: Web App Pictures are visual representations of images captured during fieldwork. In the section Pictures you will see the latest pictures taken by mobile or web users, either: related to a workflow activity or related to a list item with item attributes of the type “picture” Below are the various actions one can perform on the pictures View pictures (3-viSome readers

Documents

• How to upload documents

  Articles on: Web App WebApp users are able to share documents (word, excel, pdf, jpg, png, mp4, avi) with Mobile users through the documentation section. Mobile users can access these documents on the mobile app (resources section). These documents can be organized on folders based on the details and categorization, to create a folder; Click on the Documents section. At the top rightSome readers

Environment

• Workspace template logic

  FieldPro allows creation of child environment from one template environment, this applies mainly to clients in different countries / regions with each region working independently on their own environment. It also applies to environments created from already developed verticals i.e Retail or Agriculture. The relationship between the parent / father and the child environment is as below: The propertiesFew readers