Book Navigation

• Configuration

• Workflow

  7 Pages

  • 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?

• Activity

  70 Pages

  • 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 and modify an Activity?

  • Modify an Activity

  • 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?

  • Configuring PDF template

  • 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?

  • 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/ hierarchy 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

• Collection

  7 Pages

  • 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

  7 Pages

  • 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

  14 Pages

  • 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?

• Location Analytics

  2 Pages

  • Location Tracking

  • Location Tracking

• Reports & Analysis

  5 Pages

  • Exporting Performance Report

  • Configuring Web User Dashboard

  • Configuring Mobile User Dashboard

  • Attendance Report

  • Missing Days Report

• Communication Center

  4 Pages

  • Configure Email

  • How to send broadcast messages to mobile users?

  • Actionable Notifications

  • How to configure 'Screenshot Taken' feature?

• Performance

  8 Pages

  • 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

  15 Pages

  • 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?

• Purchase Orders

  15 Pages

  • 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

  5 Pages

  • 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

  1 Page

  • How to populate activity fields from an external API?

• Chatbot

  1 Page

  • How to connect chatbot to my FeetPort account?

• Team

• Learning

  2 Pages

  • Question Bank

  • Creating Quiz

• How to enable Kiosk Mode in an activity?

• Triggers

  3 Pages

  • How to create triggers on task state change?

  • How to delete Triggers?

  • How to view and create Triggers in FeetPort?

• Bill Approval

  1 Page

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