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

  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

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

  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 readers

• Create, view and download workflow reports

  Terms Building the workflow Configuring the steps Configuring the 2 types of workflows 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 RepoSome readers

• How 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 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 Expresssion Parameters Meta expression parameters refers to variables or placeholders used to dynamically generate or manipulate data. The metaFew readers

• How to filter items by type

  We've recently introduced a new functionality that allows items in an SKU list to be displayed based on selected attributes on the list, such as type or channel type. This enhancement serves to streamline the experience for field users and workers during sales or retail audit visits by eliminating the need to fill unnecessary SKUs in the matrix. This capability operates on conditions, particularly the selected attribute type. By leveraging this feature, we optimize the loading of matrix items,Few 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 dimensionPopular

Map

• Customers Map

  Articles on: Web App Maps cluster Map Legends Filters View customer details Maps cluster On the left panel select Map, this will show you a map of all your customers. They are clustered as per the number. By zooming in on a cluster, you will be able to view the customers composing it. (https://storage.cPopular

Pictures

• View, filter and download pictures.

  Articles on: Web App Pictures are visual representation of images captured during fieldwork. On 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-vieSome 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 properties ofFew readers