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/helpPopularGoing 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-liFew readers
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 FiltPopularManage 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 readersCreate, 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 WoSome readersHow 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 readersFilling 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 readersMeta 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 readersHow 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 readersUsing 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, whichPopularHow to set up 2 Currencies & add SKU filter on user role
How can I set up two currencies ? To set up two currencies on sales activity, you need to follow these septs : 1 - Create the value on the SKU list Open the settings page of the SKU list Add one currency value on the SKU list, For Example Franc or Dollar 2 - Create an Exchange rate list On the list page click on “Create” and fill in the List information (https://storage.crisp.chat/users/hFew readers