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Book Navigation

Books Configuration Templates

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?

To create an email template please follow the steps mentioned below: In your navigation menu go...

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...

Book Navigation

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 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)