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Configuration
Workflow
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Templates
- How to create & edit an Email template?
- How to delete a template from FeetPort Web Portal?
SPAM
SPAM 2
SPAM 3
Communication Center
Performance
Presence
Purchase Orders
SPAM
Data APIs
- How to populate activity fields from an external API?
Chatbot
Team
Learning
Triggers
- How to view and create Triggers in FeetPort and send notification to users ?
- How to configure notification for customer?
Bill Approval
- How to Upload and Approve Documents using multi-state approvals in FeetPort?
- How to create Segmentation for Approval System?
Email/ SMS Integration
Home Builder
- How to create Cards in Home Builder?

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Configuration

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Created 3 years ago by Saraansh Tandon

Updated 2 months ago by Kamna

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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?

How to create Order Form in Activity and map with 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?

How to create Follow up for tasks?

How to create a Public Page?

Configuring Scheduler for tasks on Web Console?

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 configure task priority in 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?

Solution has to be developed for Regional languages.

How to view the submissions on a public form?

How to create Collection based dependency?

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 Screen Pin feature?

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

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

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