Skip to main content
Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

Search

Enable Data Manager on Forms

  • Updated:

If you have Data Manager enabled for your account, then you will first need to choose what forms you want to use. Once the form has been selected, CivicOptimize will start storing any new submissions in Data Manager. If a form is removed from the Data Manager Forms list, then CivicOptimize will stop storing the form in Data Manager. This does not affect the storage of data in submission history.

 

Important Notes

  • Incompatible Form Elements: If the form contains a file, camera, signature, or checklist element using the embedded storage type it will not be available for use in Data Manager. If the form has an element name that contains anything other than letters, numbers, underscores (_), or dashes (-), it will also not be available in Data Manager. Once the form elements have been updated to rectify these requirements new submissions will be available in Data Manager.

  

Instructions  

  1. Sign in to your site
  2. Navigate to Administration and select Account
    Account menu.
  3. Scroll down to the Data Manager section and select + Add Data Manager Form
    Add data manager form.
  4. Select a Form from the drop-down
    Select form from list.
  5. Click Save
    Save form.
  6. Repeat steps 2 to 4 for additional forms you wish to add
    Add forms.

 

Related Articles

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.