Search for tag: "formbuilder"

ATLAS FormBuilder - How to enable payments

This tutorial shows you how to accept payments from your form responders.

From  Hannah Preston 66 plays 0  

ATLAS FormBuilder - Compiling data using aggregate form views

This tutorial walks through how to select and compile data from form responses into a form view.

From  Hannah Preston 42 plays 0  

ATLAS FormBuilder - How to process I-Pay Refunds

This tutorial features instruction on how to mark payments as refunded within FormBuilder.

From  Hannah Preston 2 plays 0  

ATLAS FormBuilder - Canceling vs. deleting a form response

This tutorial explains the difference between canceling a form response and deleting a form response and how to do both.

From  Hannah Preston 1 plays 0  

ATLAS FormBuilder - How to add and edit a payment line item

This tutorial explains how to add and edit payment line items, which allow you to attach monetary values to your form and specific form responses.

From  Hannah Preston 49 plays 0  

ATLAS FormBuilder - How to reconcile check payments

This tutorial will walk through the process of marking a form response check payment as completed. Please note: this process shown here does not transfer funds, as the check must be processed.

From  Hannah Preston 0 plays 0  

ATLAS FormBuilder - How to export form response data as a PDF

This tutorial will walk you through exporting response data as a PDF document.

From  Hannah Preston 36 plays 0  

ATLAS FormBuilder - How to export form response data as text/Excel doc

This tutorial walks you through the process of exporting your form response data as text or Excel document.

From  Hannah Preston 18 plays 0  

ATLAS Formbuilder - How to cancel a registration submission

This tutorial will instruct you how to cancel a registration submission.

From  Hannah Preston 23 plays 0  

ATLAS FormBuilder - How to access form responses

This tutorial walks you through how to access form responses that have been submitted to your form.

From  Hannah Preston 2 plays 0  

ATLAS FormBuilder - How to edit a form response

This tutorial goes through the process of editing a form response.

From  Hannah Preston 14 plays 0  

ATLAS FormBuilder - How to delete a form response

This tutorial walks through the process of deleting a form response.

From  Hannah Preston 16 plays 0  

ATLAS FormBuilder - How to copy a question

This tutorial walks you through the process of copying and pasting an existing question with the intention of duplicating it.

From  Hannah Preston 24 plays 0  

ATLAS FormBuilder - How to create select-list questions

This tutorial provides instructions on how to add a "select list" question to your form.

From  Hannah Preston 26 plays 0  

ATLAS FormBuilder - How to create checkbox questions

This tutorial walks you through how to create and include checkbox questions in your form.

From  Hannah Preston 47 plays 0  

ATLAS FormBuilder - Removing period restrictions for selected users

This tutorial explains how to remove period restrictions for selected users in the phase permission settings.

From  Hannah Preston 23 plays 0  

ATLAS FormBuilder - Timed Routing Actions

This tutorial walks through the process of creating timed routing triggers.

From  Hannah Preston 23 plays 0  

ATLAS FormBuilder - How to delete a phase permission

This tutorial will walk through how to delete a phase permission.

From  Hannah Preston 15 plays 0  

ATLAS FormBuilder - Inactive vs. Active Forms

This tutorial will walk you through how to make a form active or inactive.

From  Hannah Preston 28 plays 0  

ATLAS FormBuilder - How to Change/Edit a Form Title

This tutorial will guide you through the process of changing the title of an existing form.

From  Hannah Preston 20 plays 0  

ATLAS FormBuilder - How to Adjust Form Periods

This tutorial guides you through the process of adjusting a period's start date and end date on FormBuilder.

From  Hannah Preston 75 plays 0  

ATLAS FormBuilder - Make a copy of a form

This tutorial guides you through the process of making a copy of a form in FormBuilder.

From  Hannah Preston 101 plays 0  

ATLAS FormBuilder - How to make a copy of a security group

This tutorial will guide you through creating a copy of a security group in FormBuilder.

From  Hannah Preston 13 plays 0  

ATLAS FormBuilder - How to make a copy of a form

This tutorial guides you through the process of making a copy of a form in FormBuilder.

From  Hannah Preston 3 plays 0