Designing Forms

• Documenting your Forms using Notes
• About the Logiforms Workspace
• Using the New Form Wizard
• Standard Form
• Refer-a-Friend Form
• Hosted PDF Forms
See all 12 articles

Using the Form Designer

• Form Designer - Overview
• Using the Menu
• Working With Form Elements
• Field General Setting
• Field Validation Setting
• Field Layout & Alignment Properties
See all 11 articles

Integrating with your Website

• Integration Overview
• Embedded Integration
• Pop Up Window
• Direct Link Integration
• Advanced Integration

Standard Form Fields

• Boxed Colored Header
• About Standard Fields
• Adding Field Values for Drop Downs, Radios and Checkboxes
• Text Field
• Radio Button
• Checkbox
See all 23 articles

Special Fields (Form Widgets)

• Canvas Field
• Token Autocomplete: Pulling Data from a Remote API
• Token Autocomplete Fied
• PDF Viewer Form Element
• MultiFileUploader - Drag & Drop Uploader
• About Special Fields
See all 33 articles

Theme & Style

• Extending Functionality with the Bootstrap Library
• Theme & Style - Overview
• Master Themes
• Customizing Form Themes
• SubThemes
• Applying an AdHoc SubTheme
See all 10 articles

Multi Page Forms

• Creating a Multi-Page Form
• Multi-Page Form Navigation Settings
• Multi-Page Form Conditional Branching
• Multi-Page Form Progress Indicator

Form Security

• Form Access Security
• Restrict Access via the Direct Edit Link System
• Downloading your Private key
• Applying Encryption to your Database
• Overview of Security Options
• SSL Security
See all 10 articles

Form Validation

• Custom Regular Expressions List
• Validation - Overview
• Validation Methods for Text Elements
• Validation Methods for Selection Elements
• Validation Types & Masks
• Validation Groups
See all 10 articles

Text Editor

• Insert All WildCards
• Showing Custom Alerts, Messages & Errors
• Rich Text Editor
• Wildcards
• Wildcard Modifier Functions

Responsive Forms

• Responsive Forms Overview
• Default Settings for Mobile and Other Devices
• Responsive Form Settings
• Responsive Form Best Practices

Form How To Articles

• Right to Left (RTL) output on PDF and Hebrew
• Confirm Prompt and Run actions or cancel submit
• Manually Managing a SubForm
• How to Auto Generate a Password
• Calculating Time, adding days and hours to find durations and more with Moment
• How to calculate Point A to point B with Google Maps
See all 29 articles

Working with PDFs

• Overview of PDF Generation Tools
• Managing PDF Templates
• Merged PDFs
• Static PDF Attachment
• Attaching PDFs to Outgoing Email

PDF forms

• My Populated PDF is Showing up Without any Fields Filled
• Populating a PDF Form
• Showing Checkboxes in a Dynamic PDF

Dynamic PDFs

• Converting MS Word Docs to PDF
• Dynamic PDFs
• Advanced Dynamic PDF Generation Techniques
• Showing Uploaded Images in a Dynamic PDF
• Flying Saucer Rendering Engine - Deprecated
• Testing and Debugging Dynamic PDFS

AutoResponder Email & Thank you Page

• AutoResponder Profiles - Overview
• Managing AutoResponder Profiles
• Standard AutoResponder Profile
• Respondent Update Mode
• Follow-up Sequence Profiles

Form Submission Notification Email

• Notification Profiles - Overview
• Standard Notification Profile
• Notification Lookup Profile
• Dynamic Approval Mode Profile
• User Approval Mode Profile

Additional Email Guides

• Tracking Email Delivery, Open Rates & Bounces
• Secure Notifications with logiDecrypt
• Linking to files

Managing Form Submissions

• Managing Form Submissions with the Database Browser
• Sorting Filtering & Arranging Data
• Transferring Records
• Daily FTP Transfer
• Deleting Records
• Printing Data Using Templates
See all 10 articles

DataViews

• Creating Custom Data Views
• Restricting Sub User Access

Importing & Exporting Data

• Importing Data
• Exporting Data

Getting Started with Workflows

• Publishing & Workflows - Overview
• Using the Publishing & Workflow Wizard
• The Publishing & Workflow Designer
• Grid Layout Template
• Table Layout Template
• Configure Table Actions
See all 10 articles

Workflow Page Types

• Audit Log Page
• Page Types & Their Common Properties
• Data Page
• Drill Down Page
• Search Page
• Edit Page
See all 7 articles

Workflow Widgets

• Current User Filter
• PDF Viewer Widget
• Audit Log Widget
• Decryption Widget
• Workflow Widgets - Overview
• Edit Field Widget
See all 15 articles

Workflow Links

• Workflow Link
• Workflow Link Wizard

Securing Access to your Workflow

• Single Sign On for Workflows
• Adding your Logo to the Login Page
• Security Overview
• CurrentUser Wildcards
• Set a Password Reminder
• Integrated Registration
See all 8 articles

WorkFlow How To Articles

• Showing Alerts & Confirmation Messages within Workflows via URL Parameters
• Workflow Data Page with Fixed Header Row
• Advanced (JS): Color code your drop down edit fields
• How to use tooltips to show full text of long cell values in a workflow
• Duplicating your Workflow
• Documenting your Workflows using Notes
See all 13 articles

Bindings

• Binding - Overview
• Using the Binding Editor
• Mathematical Calculations in Bindings
• Writing Conditional Statements
• Using Statistical Functions
• String Concatenation

Triggers

• Trigger Action - Transfer Multiple Records to Another Table
• Trigger Action – System Process – Mark Comparison History Viewed
• Triggers - Overview
• Creating a Trigger
• Managing Triggers - Profiles
• Managing Triggers - Actions
See all 16 articles

Enterprise Triggers

• Enterprise Trigger Manager and System Triggers
• Types of System Triggers
• Recurring System Triggers
• OnDemand System Triggers
• Enterprise Trigger Management Log Window
• Central Trigger Management
See all 12 articles

Form Extensions

• Form Extensions - Overview
• Save & Finish Later
• Aligning the Save & Finish Later Button
• Finish Later Actions
• Password Retrieval
• Form Availability
See all 8 articles

Form & Field Actions

• Abort Submission Action
• Show Alert Action
• Confirm Page Navigation Action
• Actions - Overview
• Show/Hide
• Update Values
See all 12 articles

Lead Distribution

• Creating a Lead Distribution Profile
• Managing Lead Distribution Profiles
• Lead Distribution & Sub User Accounts

WebHooks (Custom JS Integrations)

• Web Hooks Overview
• Creating a Web Hook
• Web Hooks: Making Remote API Calls
• Web Hooks: JavaScript API & Syntax Guide
• Using WebHooks to create Zendesk Tickets with Group Assignment and Custom Fields

Rules

• Overview of Rules
• Rules - Matching Options
• Advanced Mode
• Creating Rules

Form Views

• Form Views

Other Advanced Information

• Dynamic Data (Lookup Query)
• Dynamic Data: Pulling Data from a Remote API
• Replace text/wildcards in captions, buttons, table headers and more
• Working with SubForm Element Data
• Using Lookup Data
• Showing Custom Error Messages
See all 13 articles

Electronic Signatures

• Electronic Signatures Overview
• What are Electronic Signatures
• Pricing Overview

Inline Signatures

• Inline Signature
• Using the Inline Signature Element
• Using the Signature Image

HelloSign E-Signatures

• HelloSign Migration Guide
• Resending an Agreement with updated Values
• HelloSign Integration Overview
• Creating a Sender License
• Cancelling a Sender License
• Placing Signature Fields (text tags) with Dynamic PDFs
See all 15 articles

Integrations

• Asana Integration
• Google Analytics 4 Migration Guide
• Google Drive Integration
• Aweber Integration using Zapier
• ZOHO Integration using Zapier
• iContact Integration using Zapier
See all 21 articles

Account Management

• Understanding Workflow User Billing
• Security & Temporary Password on 15-Day Free Trial Accounts
• About Your Logiforms Account
• Account Usage
• Add On Subscriptions
• Billing History
See all 10 articles

Integration with Triggers

• Using a Trigger to get an Unsigned Widget Signed
• Using Triggers to Handle Events
• Using a Trigger to Initiate the Signing Process

Sub User General

• Sub User Groups
• Introduction to Sub User Accounts
• Creating Sub User Accounts
• Managing Sub Users
• Data Access Module
• SAML SSO Overview
See all 8 articles

Permissions

• Data Only Sub User Permissions
• Form Creator Sub User Permissions
• Data Only Sub User Account Permissions
• Form Creator Sub User Account Permissions