Info
Content
Book Navigation
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Configuration
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Workflow
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Activity
56 Pages
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How to create Order Form in Activity?
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How to Configure Score?
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How to define OTP ?
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How to create and modify an Activity?
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Modify an Activity
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Activity Interfaces
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How to delete an Activity?
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Configure Score
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Define OTP
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Configure Email
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Define sms for Acitivity
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Public Page
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How to create a Public Page?
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Configuring PDF template
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Activity Interface: Document Scanner
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Activity Interface : Video Interface
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Activity Interface : File attachment
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How to connect a searchable database or collection to an activity form?
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How to apply search restrictions on collections?
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How to map a private collection to users?
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How to add search result status of collection to activity form?
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How to add order taking form to activity?
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How to make product price editable in order taking form?
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How to create packages from orders?
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How to add GST/ Tax in order taking form?
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How to define taxes for order taking form?
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How to define discounts for order taking form?
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How to add tax to an order taking form?
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How to setup scoring system for an activity form?
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How to categorize customer or vendor on the basis of score?
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How to auto populate fields after scanning document?
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What type of documents can be scanned with OCR?
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How to prioritise a task in Activity Form so that it is done first?
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How to create a public form for customers?
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How to fill a public form?
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How to view the submissions on a public form?
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How to auto schedule a task in through Web Console?
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How to schedule a task to be sent to a mobile at a certain time?
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How to restrict scheduling of tasks?
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How to add fields from previous task to a follow-up task?
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How to add OTP before closure of any task?
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How to add identity validation before closure of task?
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How to configure a messaging channel for closure by OTP?
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How to add payment collection to an order taking form?
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How to add cash payment collection to an activity form?
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How to send quotation / estimate to a customer after order taking form?
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How to customize a quotation / estimate format?
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Is there a provision that application automatically pick up location address visited when field user is filling form?
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How to validate any field with regex (regular expression)?
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How to add a mask for data entry in activity?
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How to add barcode scanning to activity form?
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How to create triggers on task state change?
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How to trigger an SMS on task state change?
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How to enable Geo Fencing at the time of Check In and Finish?
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How to enable required time to spend on a task before a field user can finish it?
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Activity Interface: NFC
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Collection
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Templates
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Users & Identity
14 Pages
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Mobile User Device Reset
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How to create Mobile User one by one?
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Mobile User Deactivation
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Mobile User Modification
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Web User Creation
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Web User Deactivation
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Identity Manager
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Web User Modification
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How to create a Subscriber ID?
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Creating User Group
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Creating a Role and Permissions
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How to Assign Activity to Mobile User?
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Mobile user creation by Bulk Upload
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How to Provide Geo attendance to mobile user?
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Location Analytics
2 Pages
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Reports & Analysis
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Communication Center
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Performance
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Presence
15 Pages
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Defining Area
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Geo Attendance
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Mapping Area with Mobile User
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How to configure Leave Type?
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Holiday Calendar
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How to export Area List Report?
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Approval
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How to manually process attendance for multi user data?
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How to configure missing out attendance for FeetPort App?
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How to configure Selfie option in FeetPort?
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Bypass location checks if found an error in detecting location
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How to configure Opening Balance for Leaves ?
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How to configure Opening Balance?
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How to enable Minimum time required before Mark Out for a field user?
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How to create Bands in Presence?
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Purchase Orders
11 Pages
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How to define tax?
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How to define discount?
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Mapping Tax with Products/goods
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How to map discount with Products/Goods ?
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How to configure tax with activity?
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How to setup taxes?
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How to configure default Tax preferences for Indian organisations?
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How to setup GST in an organisation?
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How to create percentage discount?
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How to create discount for flat amount?
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How to configure Tax exemption?
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Expenses
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Data APIs
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Chatbot
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Team
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Learning
2 Pages
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How to enable Kiosk Mode in an activity?
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Triggers
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: In your navigation menu ...