Configuration
Learn to setup FeetPort
Workflow
How to create & update a Workflow?
Workflow is the set of different stages of a task. To create a workflow for your organization, fo...
Workflow
What is a Workflow? A workflow is the sequence of processes through which a task (a piece of wor...
How to change permissions in a workflow ?
Workflow permissions can be changed or updated as per requirement. This can be done in followi...
How to add order feature option to a workflow?
Order feature for order taken and order dispatch can be added in the workflow through following s...
How to retrieve a submitted task?
Web user can give permission to mobile user to retrieve the submitted task in case the mobile use...
How to allow deletion of task?
From the Navigation Menu, go to Workflow under Configuration. Click on the workflow to edit by...
How to delete a workflow?
To delete a workflow for your organization, follow the below-mentioned steps: From your Navigat...
How to select icon and color for workflow state?
Workflow is the set of different stages of a task. Giving a color code and icon to a workflow sta...
Activity
How to create Order Form in Activity and map with activity?
Order Management is a very critical process for any organization dealing with Sale of products or...
How to add Scores to a task in activity?
Scoring gives an Extra boost to the team. FeetPort has this unique feature to include/ define sco...
How to define OTP for closure of any task ?
If you have a requirement to validate the information by sending an OTP SMS on your customer's/ p...
How to create an Activity form in FeetPort?
Activity is a digital formation of any Hard copy format. You can convert any hard copy format int...
How to modify an Activity form in FeetPort?
Activity created by a Admin can be modified later on. Any changes made later will be visible to m...
Activity Interfaces
Interface defines the entire set of data fields whose values can be transferred to a form by Fee...
How to delete an Activity?
Activities created can be deleted through Web Console. From the Navigation Menu on the left in ...
How to Configure Score settings in FeetPort web console?
Scoring gives an extra boost to the field team. FeetPort has this unique feature to imbibe scorin...
Configure Email
You can send Auto Emails to your Customer's / Partner's, let's learn how to do that : Create a...
Define sms for Acitivity
Want to send sms to your customer / partner, after every visit done by your field team, FeetPort ...
Public Page
Public page is digital form converted to web page and it can be filled using your web browser. It...
How to create a Public Page?
To configure public page follow below mentioned steps: From Navigation Menu, click the Activitie...
How to configure PDF for activity in FeetPort?
PDF settings can be configured by FeetPort web by following these steps: From Navigation Menu, ...
Activity Interface: Document Scanner
Document Scanner helps user to get clear scanned document in FeetPort. Document scanner field can...
Activity Interface : Video Interface
FeetPort comes with with video interface for activities. It can be added in activity simply by fo...
Activity Interface : File attachment
FeetPort comes with with file attachment interface for activities. It can be added in activity si...
How to connect a searchable database or collection to an activity form?
To connect a collection to an activity form, make sure an activity has been created. Click here t...
How to apply search restrictions on collections?
To apply search restrictions on a collection, you must have an activity linked with a collection....
How to map a private collection to users?
If you have a list of customers that needs to be user specific then a private collection is there...
How to add search result status of collection to activity form?
If you want to know a success or failed response as per your collection search, then you can add ...
How to add order taking form to activity?
To add order taking form to an activity, make sure an activity has been created and mapped with a...
How to make product price editable in order taking form?
If you want to make changes in pricing of your product then you can edit the product price in ord...
How to create packages from orders?
To create packages from orders please follow the steps mentioned below: In the web dashboard na...
How to add GST/ Tax in order taking form?
To map GST in order taking form please follow the steps mentioned below: In your web dashboard ...
How to define taxes for order taking form?
To define taxes for order taking form please follow the steps mentioned below: In your web dash...
How to define discounts for order taking form?
To define taxes for order taking form please follow the steps mentioned below: In your web dash...
How to add tax to an order taking form?
To add tax to an order taking form please follow the steps mentioned below: In your web dashboa...
How to setup scoring system for an activity form?
To setup the scoring system for an activity form please follow the steps mentioned below: In yo...
How to categorize customer or vendor on the basis of score?
To categorize customer or vendor on the basis of score please follow the steps mentioned below: ...
How to auto populate fields after scanning document?
With OCR you can scan ID cards ie. Driving license, Adhaar, PAN card, etc. You can also scan a do...
What type of documents can be scanned with OCR?
With OCR you can scan ID cards ie. Driving license, Adhaar, PAN card, etc. You can also scan a...
How to prioritise a task in Activity Form so that it is done first?
To prioritize a task please follow the steps mentioned below: To auto-populate fields after scan...
How to create a public form for customers?
Before making public form make sure to create a state as public in the workflow. To configure pub...
How to fill a public form?
To fill the public form fist open the public link (ie https://web.feetport.com/public/activity/"Y...
Solution has to be developed for Regional languages.
Feetport app has multilingual feature which can help user to convert English into Regional langua...
How to view the submissions on a public form?
Just like any other tasks, web users can view submissions on public form. To view these tasks ple...
How to auto schedule a task in through Web Console?
To schedule a task in the future we will have to configure scheduler in the activity first. Pleas...
How to schedule a task to be sent to a mobile at a certain time?
To schedule a task to be sent to mobile at a certain time please follow the steps mentioned below...
How to restrict scheduling of tasks?
To restrict the scheduling of tasks please follow the steps mentioned below: From left ...
How to add fields from previous task to a follow-up task?
To add fields from previous task to a follow-up task. Please follow the steps mentioned below for...
How to add OTP before closure of any task?
From left navigation, go to Configuration and choose Activities. Click on the activity, click o...
How to add identity validation before closure of task?
To validate identity before task closure, you may send OTP either through SMS or Email. Please f...
How to configure a messaging channel for closure by OTP?
To configure a messaging channel for closure by OTP please follow the steps mentioned below: Fr...
How to add payment collection to an order taking form?
To add payment collection to an order taking form please follow the steps mentioned below: From...
How to add cash payment collection to an activity form?
In FeetPort, you can add data and permissions to configure payment option in your activity form.T...
How to send quotation / estimate to a customer after order taking form?
How to customize a quotation / estimate format?
How to map check -in address with a form field in activity form?
There is a provision that FeetPort app automatically picks up location address visited when field...
How to validate any field with regex (regular expression)?
How to add a mask for data entry in activity?
To avoid misusing the customer data by any other source, there is feature in FeetPort which is ca...
How to add barcode scanning to activity form?
Web User can configure Barcode scanning option in the activity forms. Here is how it can be don...
How to create triggers on task state change?
Trigger messages can be configured by the web user which can be sent to the customer as well as t...
How to trigger an SMS on task state change?
How to enable Geo Fencing at the time of Check In and Finish?
Web user can mandate the user to Check and Start the task within a particular radius of the Custo...
How to enable minimum required time to spend on a task before a field user can finish it?
A web user can fix time to be spent on a task that will be completed by a field user. This restri...
Activity Interface: NFC
NFC stands for Near Field Communication. Essentially, it provides a wireless connection between ...
How to configure settings for allowing conversation in a task by the field user? (Task Comment)
FeetPort allows the field user to do a conversation with his supervisor while doing a task. This ...
How to configure 'Dynamic Text' on dialog before capturing Signature?
FeetPort facilitates the feature to add acknowledgment text before capturing 'Signature' in activ...
Activity Interface: Audio
Audio Inerface: This interface records the audio of the customer if required. A field user can ta...
How to enable Screen Pin feature?
Screen pinning is a feature that enables the user to only show a specific screen on FeetPort. Thi...
How to enable user to 'Manually Defer' task from FeetPort ?
Web user can configure the settings for users to save the task for later and submit afterwards. ...
Page Break Feature
Page Break feature helps in sectioning the activity form in different parts. It helps in identify...
How to create & edit users?
This feature helps you to create multiple arithmetic calculations in FeetPort activity form. If ...
Show Task ID on Tasks
Task IDs are unique to identify the tasks. A web user can make the task ID visible for a field us...
How to enable track communication?
Enabling this feature will Track communication done by task through Trackable template. Let us k...
How to add Company Logo and color theme in FeetPort app based on Company ?
FeetPort App can be customized as per company requirements like adding company's logo and color t...
How to create territories/ business levels for an activity form?
Business levels represent the levels for segregation of data at deeper levels on based of locatio...
How to enable Auto Create Report option for any activity?
Reports are very valuable for any business organisation as it helps in making analysis of perform...
How to set activity fields as filters in FeetPort ? (Hierarchy in activity form)
Activity fields can be set as filters in hierarchy. To Enable this feature, follow these steps: ...
Unique field in Task
Adding a field as unique field in an activity ensures no duplicacy for that field. Hence, genuine...
Digilocker document PDF viewer
Digilocker can be enabled to add file attachments in FeetPort activity form by following steps: ...
Activity: Arithmetic Expression
This feature helps you to create multiple arithmetic calculations in FeetPort activity form. If ...
How to enable Check In for an activity in FeetPort?
Admin user can configure check in requirement for the From Navigation Menu, go to Activities u...
How to enable 'Linking option' in FeetPort for public page?
You need your customers or applicants or users of your services to fill out an information form o...
How to upload hierarchy in bulk .
FeetPort facilitates you with the option to allocate Hierarchy in bulk, hence multiple hierarchy ...
How to do data formatting of hierarachy?
Feertport Users can format data according to hierarachy by following steps which are mentioned be...
How to Bind collection with Activity?
To connect a collection to an activity form, make sure an activity has been created. Click here t...
Capability to take images, signature using forms.
Activity is a digital formation of any Hard copy format. You can convert any hard copy format int...
How to get Option to take inputs in the form assigned by web user?
In Activity form there is a option to take inputs in the form assigned by Web user. Let's learn ...
How to define a Turn-around-time/ SLA in FeetPort web?
SLA or TAT can be defined in FeetPort web where the managers can set a time limit for the tasks t...
How to define Activity form settings?
Collection
Create Collection
FeetPort facilitates you to create your own database from back end and map it with your Activity....
How to add Package in collection?
Package is a sub-type of collection which can categories segment wise product so user can search ...
Package in Mobile app
Package created from backed enables categorized view of collection data in mobile data. Process r...
Upload Collection Data
Once the collection is created, data can be uploaded in three simple steps as mentioned : Under...
How to add Catalog?
To create a Catalog follow below mentioned steps? From Navigation Menu, click on 'Catalog'. Cl...
How to map catalog with a territory?
Go to foundation module and click on hierarchy sub module Choose your hierarchy If you are cre...
Templates
How to map template with an Activity?
SMS template needs to be mapped with the activity as we need to define when and to whom this sms ...
How to create & edit a PDF template?
To create a PDF template please follow the steps mentioned below: In your navigation menu go to...
How to create & edit an SMS template?
If you want to send SMS to your customers, after every visit done by your field team, don't worry...
How to create & edit an Email template?
You can create a template for email notifications to any user or customer. You can create an emai...
How to create & edit a QR code template?
How to create & edit a WhatsApp template?
To create a WhatsApp template please follow the steps mentioned below: From your Navigation Men...
How to delete a template from FeetPort Web Portal?
Follow the steps to delete templates from FeetPort web portal: In your Navigation Menu, go to C...
How to create notification for Customer?
If you want to send a push notification to your customers, don't worry we have this sorted for yo...
Users & Identity
Mobile User Device Reset
In FeetPort we have restricted the User ID to be logged in on multiple devices. To do this User I...
How to create Mobile User one by one?
User who have access to FeetPort Mobile application are called Mobile users. These IDs are create...
Mobile User Deactivation
Mobile user IDs can be deactivated / deleted from FeetPort web console. Once user ID is deactivat...
Mobile User Modification
Mentioned below are the steps to modify a mobile user : Click on identity management under n...
Web User Creation
Web user are the one who access FeetPort console for fetching reports/ task assignment etc. These...
Web User Deactivation
Web user ID can be deactivated. Follow below steps to do the same : Go to identity management i...
Identity Manager
MOBILE USER Mobile users are those field workers who works in the field, whether that field is a...
Web User Modification
Web user can be modified and any changes can be updated for the ID, below steps explain the proce...
How to create a Subscriber ID?
A subscriber is non-user of FeetPort, basically person who doesn't have access to either FeetPort...
Creating User Group
To create a user group follow the steps mentioned below: Go to Identity management module and c...
Creating a Role and Permissions
Every Web User has a assigned role and it has permissions given. Based on these permissions this ...
How to Assign Activity to Mobile User?
To enable users view or perform tasks, activity needs to be assigned to them. The process to assi...
Mobile user creation by Bulk Upload
Mobile user creation in Bulk: Users can be created in Bulk by updating data in excel sheet.Hence...
How to Provide Geo attendance to mobile user?
Every feature in FeetPort is kept optional. On the basis of client's requirement, feature can be ...
How to add custom fields to User's Info?
If a web user wants to add some information to user's info that must be required for company reco...
Location Analytics
Reports & Analysis
Configuring Web User Dashboard
Web user dashboard can be easily configured with the following steps: On FeetPort Web Console g...
Configuring Mobile User Dashboard
Mobile user dashboard keeps mobile users updated with their performance with help of analytics an...
Attendance Report
Geo Attendance is very unique feature of FeetPort that facilitates Mobile users to mark their att...
Missing Days Report
Fetch report of Mobile users for Missing days when they haven't done any task. Open Navigatio...
How to view and download Reports?
This FeetPort app has feature for the users to view reports and also can download the Reports by ...
Communication Center
Configure Email
Want to send Email to your customer / partner, after every visit done by your field team, don't w...
How to send broadcast messages to mobile users?
Web users can send communication by composing messages and send them to one user or multiple user...
Actionable Notifications
FeetPort is now helping mobile users with actionable notifications. Mobile user will get these no...
How to configure 'Screenshot Taken' feature?
This feature helps webuser to know if mobile user has taken screenshot or not in FeetPort app. Fo...
Performance
Defining Target
Target is a vital feature that help derive results for field team. In FeetPort Targets can be bas...
How to Assign Beat Route to Users?
In your web console , go to the Profile on the right top corner. Open the URL link https://50...
Creating Goals
Goals or schemes or discounts or offers (whatever you call them) are run for every company which ...
View Beat Planner in Mobile
Beat Planner facilitates you to view all your customers instantly.Take a glance of all nearby cu...
How to create conveyance Expense?
To create a conveyance Expense follow the steps mentioned below? From Navigation Menu, go to Co...
How to export target repot in FeetPort?
To export target FeetPort please follow the steps mentioned below? Go to Reports module in Feet...
How to export Expense report?
To view Expense data web user can follow below mentioned steps: Go to Report Module Click on P...
Define Incentive
FeetPort has the feature of calculating Commission / Incentive for Mobile users based on paramete...
How to change Route of Users?
In your web console , go to the Profile on the right top corner. Open the URL link https://50...
How to set create Beat Routes for Monthly, Weekly and Fortnightly
In your web console , go to the Profile on the right top corner. Open the URL link https://...
Presence
Defining Area
Area and mapping is a helpful tool to plan tour for any specific user. FeetPort facilitates web u...
Geo Attendance
Geo Attendance is very unique feature of FeetPort that facilitates Mobile users to mark their att...
Mapping Area with Mobile User
After configuring and adding an area we can map & assign certain areas to field users. In or...
How to configure Leave Type?
To configure type of leaves and leave bands, please follow the below steps: Leave Type To creat...
Holiday Calendar
Holiday calendar consists details of working days and holidays. To create a holiday calendar foll...
How to export Area List Report?
To export area report please follow the steps mentioned below: Go to Presence module from Navig...
Approval
Approval sub module is used to approve leaves and attendance of users. Web user can follow below ...
How to manually process attendance for multi user data?
To process attendance manually, Web user needs to follow below mentioned steps: From Navigation...
How to configure missing out attendance for FeetPort App?
Missing out attendance is pop-up message for providing exception if mobile user forget to mark ou...
How to configure Selfie option in FeetPort?
FeetPort facilitates users with Marking attendance with or without selfie option. To configure th...
How to configure Opening Balance for Leaves ?
Opening Balance Opening Balance tab is used for uploading and processing of leaves. Web user can...
How to configure Opening Balance?
You can configure the Master Log by following the below mentioned process: From Navigation Menu...
How to enable Minimum time required before Mark Out for a field user?
Through this feature, a web user can configure the time required fro a field user to be present b...
How to create Bands in Presence?
In order to create bands in FeetPort for attendance and leave management. It helps the web user t...
How to add color option for Leave and Holiday in bands?
FeetPort provides you the feature to select the color coding for leaves and holidays which helps ...
How to process the opening balance of leaves?
Opening balance can be processed manually or automatically by following steps: From Navigation ...
How to edit shift timings of mobile users?
A web user can change edit/ modify the shift timings of the field users using FeetPort mobile app...
How to enable attendance for user?
Now FeetPort Mobile users can mark their attendance while they are travelling. Now they need not...
Purchase Orders
How to define Tax in FeetPort?
Various Taxes can be set up for an organisation in FeetPort. Web User can set and define tax pref...
How to define a Discount in FeetPort ?
FeetPort provides you the option to add discount to be given on products and services. This can b...
Mapping Tax with Products/goods
To map the tax with activity follow these steps mentioned below: From Navigation Menu, go to P...
How to map discount with Products/Goods ?
To map discount with products/ goods, please follow the steps mentioned below: From Navigation ...
How to configure tax with activity?
We have configured tax and made it applicable with items, now we have to map it with activity. In...
How to configure default Tax preferences for Indian organisations?
To configure GST for Indian organizations please follow the steps mentioned below: In the navig...
How to setup GST in an organisation?
To setup GST in an organization please follow the steps mentioned below: From Navigation Menu, ...
How to create percentage discount?
To create Percentage Discount, follow the below steps: In the navigation menu of your web conso...
How to create discount for a flat amount?
To create a discount for a flat amount, please follow the steps mentioned below: From Navigatio...
How to configure Tax exemption?
In order to configure Tax Exemption, follow the below steps: From Navigation Menu, click on t...
How to configure discounts with User Groups or Users?
Discount created can be assigned to the user through User Groups This can be done by following st...
How to delete Discounts in FeetPort?
Discounts created in FeetPort for respective products an services can be edited any time by follo...
How to update a Discount in FeetPort?
To update the Discounts in FeetPort, follow the below steps: From Navigation Menu, go to Config...
How to Delete Taxes from FeetPort?
Various taxes can be deleted by following below steps: From Navigation Menu, go to Configurati...
How to update Tax details in FeetPort?
Tax Details in FeetPort web portal can be updated as per following steps: From Navigation Menu...
Expenses
How to setup expense submissions/ cadre for teams?
To setup expense first, cadre has to be created. Please follow the steps mentioned below: In we...
How to flag any expense submission from team?
To flag any expense submission from the team please follow the steps mentioned below: On your n...
How to create conveyance Expense?
To create a conveyance Expense follow the steps mentioned below? From Navigation Menu, go to Co...
How to Update & Delete Cadres in FeetPort?
Cadres created for expense management can be easily updated and deleted at any point of time. Ju...
How to add subtype to cadres?
Sub Types are modes of transport and expense that a company wish to pay off to it's employees whi...
Data APIs
Chatbot
Team
Learning
Learning and question bank
How to enable Kiosk Mode in an activity?
To Enable Kiosk mode, please follow the below steps: In the Navigation menu, click on the Activ...
Triggers
How to create triggers on task state change?
Trigger messages can be configured by the web user which can be sent to the customer as well as t...
How to delete Triggers?
Triggers can be deleted by following below steps: From Navigation Menu, click on Configuration....
How to view and create Triggers in FeetPort and send notification to users ?
Triggers module allows you to create trigger messages on various platforms like Email, SMS, Whats...
How to configure notification for customer?
Trigger messages can be configured by the web user which can be sent to the customer as well as t...
Bill Approval
How to Upload and Approve Documents using multi-state approvals in FeetPort?
Follow the below steps for Multi-State Approval System: From Navigation Menu, go to Tasks. Ch...
How to create Segmentation for Approval System?
To add order taking form to an activity, make sure an activity has been created and mapped with a...