FAQ

What is the purpose of the formula field?

A formual field is a field type that allows users to perform basic and advanced functions using different formulas. Using a formula field, you can create fields that are calculated instead of being entered by the user. Learn more about formula field.

I have added a field by mistake, how do I delete it?

  1. Log in as Administrator.
  2. Click Setup > Forms & Tabs.
  3. Click on the specific form to want to delete.
  4. Mouse over the respective form name in the form customization page and click Delete this Field.
  5. Click Done. Learn more about fields.

Note:

  • You can also disable/enable a specific field.

I'm a free user, can I add new custom forms?

No. Free users are not allowed to add custom forms. You need to upgrade to one of the paid plans in order to add new forms. Learn more about pricing comparison.

How do I export/import data?

To import data:

  1. Log in as Administrator.
  2. Click Organization > Employee.
  3. Click More Actions > Import Data.
  4. Click Browse to browse the file(Excel/CSV file) from your computer that you want to import.
  5. Click Import File.
  6. Map the respective fields in the form and the columns in the excel. Learn more about import users.
  7. Click Next.
  8. Confirm the mapping and click Import.

To export data:

  1. Log in as Administrator.
  2. Click Organization > Employee.
  3. Click More Actions > Export Data.
  4. Choose the file format(Excel/CSV file)and include the tabular section data if required.
  5. Click Export. Learn more about views.

Is it possible to filter the search based on fields?

Yes, it is possible. Click Search drop-down list and select the desired field before searching.

Note:

  • The fields given in the search box are default fields and it cannot be customized.

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