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  • Configuration

  • Workflow

    • How to create & update a Workflow?

    • Workflow

    • How to change permissions in a workflow ?

    • How to add order feature option to a workflow?

    • How to retrieve a submitted task?

    • How to allow deletion of task?

    • How to delete a workflow?

    • How to select icon and color for workflow state?

  • Activity

    • How to create Order Form in Activity?

    • How to add Scores to a task in activity?

    • How to define OTP for closure of any task ?

    • How to create an Activity form in FeetPort?

    • How to modify an Activity form in FeetPort?

    • Activity Interfaces

    • How to delete an Activity?

    • How to Configure Score settings in FeetPort web console?

    • Configure Email

    • Define sms for Acitivity

    • Public Page

    • How to create a Public Page?

    • How to configure PDF for activity in FeetPort?

    • Activity Interface: Document Scanner

    • Activity Interface : Video Interface

    • Activity Interface : File attachment

    • How to connect a searchable database or collection to an activity form?

    • How to apply search restrictions on collections?

    • How to map a private collection to users?

    • How to add search result status of collection to activity form?

    • How to add order taking form to activity?

    • How to make product price editable in order taking form?

    • How to create packages from orders?

    • How to add GST/ Tax in order taking form?

    • How to define taxes for order taking form?

    • How to define discounts for order taking form?

    • How to add tax to an order taking form?

    • How to setup scoring system for an activity form?

    • How to categorize customer or vendor on the basis of score?

    • How to auto populate fields after scanning document?

    • What type of documents can be scanned with OCR?

    • How to prioritise a task in Activity Form so that it is done first?

    • How to create a public form for customers?

    • How to fill a public form?

    • How to view the submissions on a public form?

    • How to auto schedule a task in through Web Console?

    • How to schedule a task to be sent to a mobile at a certain time?

    • How to restrict scheduling of tasks?

    • How to add fields from previous task to a follow-up task?

    • How to add OTP before closure of any task?

    • How to add identity validation before closure of task?

    • How to configure a messaging channel for closure by OTP?

    • How to add payment collection to an order taking form?

    • How to add cash payment collection to an activity form?

    • 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?

    • How to validate any field with regex (regular expression)?

    • How to add a mask for data entry in activity?

    • How to add barcode scanning to activity form?

    • How to create triggers on task state change?

    • How to trigger an SMS on task state change?

    • How to enable Geo Fencing at the time of Check In and Finish?

    • How to enable minimum required time to spend on a task before a field user can finish it?

    • Activity Interface: NFC

    • How to configure settings for allowing conversation in a task by the field user? ( Task Comment)

    • How to configure 'Dynamic Text' on dialog before capturing Signature?

    • Activity Interface: Audio

    • How to enable user to 'Manually Defer' task from FeetPort ?

    • How to enable Screen Pin feature?

    • Page Break Feature

    • How to create & edit users?

    • Show Task ID on Tasks

    • How to enable track communication?

    • How to add Company Logo and color theme in FeetPort app based on Company ?

    • How to create territories/ business levels for an activity form?

    • How to enable Auto Create Report option for any activity?

    • How to set activity fields as filters in FeetPort ? (Hierarchy in activity form)

    • Unique field in Task

    • Digilocker document PDF viewer

    • Activity: Arithmetic Expression

    • How to enable Check In for an activity in FeetPort?

    • How to enable 'Linking option' in FeetPort for public page?

  • Collection

    • Create Collection

    • How to add Package in collection?

    • How to Map Collection with an activity?

    • Package in Mobile app

    • Upload Collection Data

    • How to add Catalog?

    • How to map catalog with a territory?

  • Templates

    • How to map template with an Activity?

    • How to create & edit a PDF template?

    • How to create & edit an SMS template?

    • How to create & edit an Email template?

    • How to create & edit a QR code template?

    • How to create & edit a WhatsApp template?

    • How to delete a template from FeetPort Web Portal?

  • Users & Identity

    • Mobile User Device Reset

    • How to create Mobile User one by one?

    • Mobile User Deactivation

    • Mobile User Modification

    • Web User Creation

    • Web User Deactivation

    • Identity Manager

    • Web User Modification

    • How to create a Subscriber ID?

    • Creating User Group

    • Creating a Role and Permissions

    • How to Assign Activity to Mobile User?

    • Mobile user creation by Bulk Upload

    • How to Provide Geo attendance to mobile user?

    • How to add custom fields to User's Info?

  • Location Analytics

    • Location Tracking

    • Location Tracking

  • Reports & Analysis

    • Exporting Performance Report

    • Configuring Web User Dashboard

    • Configuring Mobile User Dashboard

    • Attendance Report

    • Missing Days Report

  • Communication Center

    • Configure Email

    • How to send broadcast messages to mobile users?

    • Actionable Notifications

    • How to configure 'Screenshot Taken' feature?

  • Performance

    • Defining Target

    • Creating Beat Plan

    • Creating Goals

    • View Beat Planner in Mobile

    • How to create conveyance Expense?

    • How to export target repot in FeetPort?

    • How to export Expense report?

    • Define Incentive

  • Presence

    • Defining Area

    • Geo Attendance

    • Mapping Area with Mobile User

    • How to configure Leave Type?

    • Holiday Calendar

    • How to export Area List Report?

    • Approval

    • How to manually process attendance for multi user data?

    • How to configure missing out attendance for FeetPort App?

    • How to configure Selfie option in FeetPort?

    • How to configure Opening Balance for Leaves ?

    • How to configure Opening Balance?

    • How to enable Minimum time required before Mark Out for a field user?

    • How to create Bands in Presence?

    • How to add color option for Leave and Holiday in bands?

    • How to process the opening balance of leaves?

    • How to edit shift timings of mobile users?

  • Purchase Orders

    • How to define Tax in FeetPort?

    • How to define a Discount in FeetPort ?

    • Mapping Tax with Products/goods

    • How to map discount with Products/Goods ?

    • How to configure tax with activity?

    • How to configure default Tax preferences for Indian organisations?

    • How to setup GST in an organisation?

    • How to create percentage discount?

    • How to create discount for a flat amount?

    • How to configure Tax exemption?

    • How to configure discounts with User Groups or Users?

    • How to delete Discounts in FeetPort?

    • How to update a Discount in FeetPort?

    • How to Delete Taxes from FeetPort?

    • How to update Tax details in FeetPort?

  • Expenses

    • How to setup expense submissions/ cadre for teams?

    • How to flag any expense submission from team?

    • How to create conveyance Expense?

    • How to Update & Delete Cadres in FeetPort?

    • How to add subtype to cadres?

  • Data APIs

    • How to populate activity fields from an external API?

  • Chatbot

    • How to connect chatbot to my FeetPort account?

  • Team

  • Learning

    • Question Bank

    • Creating Quiz

  • How to enable Kiosk Mode in an activity?

  • Triggers

    • How to create triggers on task state change?

    • How to delete Triggers?

    • How to view and create Triggers in FeetPort?

  • Bill Approval

    • How to Upload and Approve Documents using multi-state approvals in FeetPort?

Books
Configuration
Reports & Analysis

Reports & Analysis

Exporting Performance Report

  To export performance report in FeetPort Web Console user can follow the steps mentioned below...

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...

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Created 3 years ago
Updated 1 year ago by Saraansh Tandon
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