Get started
Access to the web application
Articles on: Getting Started Logging in How to change your 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/helpdesk/website/499e7589d88f0400/79c35e22-cPopularGoing Live with FieldPro
This page presents you with the journey when you start using FieldPro solution as a company. A single point of contact must be appointed on your side in order to oversee the deployment of the environment, and be trained on the system. It should be someone with both a sales and IT background, who can understand how to structure the environment. The deployment phase starts once the admin reqFew 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 FiPopularManage 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 a workflow
Terms Building the workflow Configuring the steps Terms Workflow: a series of steps Activity: a form to be filled on mobile or web Job: an automated system action Trigger: a system event Step: A component of a workflow Workflow Instance: A workflow that has been started Workflow Report: A workflow with data Activity Report: An activity with data We have 2 types of workflow Single step workflow MulSome readersCreate, view and edit activity reports
Main Activity parameters Different question types Question parameters Manage questions in the workflow Activity parameters to be defined Scope of the Activity Report Share values of the activity to an external user UseSome readersHow to Write / Formulation Regex
Articles on: Workflows & Activities Regex is a regular expression that defines or restricts what a user inputs/fill on the input questions (Input text, Integer, decimal, etc). We have a provision to use it both in the list and in the workflows, see below on how to formulate one. Characters definition; - A set of characters - Signals a special sequence (can also be used to escape special characters) . - Any chaFew readersHow to fill an activity report from the web app
Articles on: Workflows & Activities It is possible to fill an activity report from the web app directly. Here are the steps to do this: Create a mobile user, assign it to the team to which the workflow and activity is assigned Create a web user, whose profile does not have the option "Give Access to all resources" ticked, typically the viewer default profile (https://storage.crisp.chat/users/helpdesk/website/8365457e92a8f8Few readersHow to use Meta Expression
What is a meta expression and when to use it ? Meta expression in FieldPro is a powerful tool to retrieve different item attributes or activity variables. It is used for: conditions compute (calculated field) item title, activity report title, workflow report title How to use meta expression The title is defined in lower case. The title should be something you can reuse later on in the configuration by typing @ (https://storage.crisp.chat/users/helpdesk/website/eccae9ddFew readersHow to restrict matrix items based on the customer type selected
Items in a matrix can be filtered depending on the customer type selected. On this we have introduced a new way in which Items in an SKU list can display according to the type or channel type selected this aids/relieves field users/workers from having to fill unnecessary SKUs in the matrix during their Sales or Retail Audit visit. This is possible on conditions, like the selected customer type This feature allows us to optimize the loading of matrix items. Therefore we can go from 1000 items oFew readers
Lists
Manage List Items
Articles on: Lists & Items Lists refers to a collection of items grouped together i.e. customers, 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, which are the dimensionPopularCreate / Edit a list
Articles on: Lists & Items Create a standard list Create a custom list Define the list scope Define access rights Define item title List attributes definition Single choice on list attribute Attribute settSome readersView, search and filter list items
Articles on: Lists & Items Compact / expanded view of a list item How to view the list schema Searching items Filtering list items Filtering list items on the metadata Filtering list items with empty values (Some readers