Category Archives: Hints and Tips

After the useful ‘current date’ and ‘current time’ formulas in our Hints & Tips a few weeks ago, we thought a few more would be helpful.

Below you will find some examples of how you can use a number of different formulas to capture accurate data on your forms…

=today()

The current date

=today() + 30

The current date plus 30 days

=today() + 90

The current date plus 90 days

=today() – 1

The current date minus 1 day (yesterday) Insert any number into your formula for the number of days you require to be calculated.

The Calendar tool is used to capture a specific date.  How about if you wanted to capture the date the form was being completed?  Or even capture the exact time the form was being completed…

Your Mobile Users could just fill this detail in themselves but a simple way to ensure the correct date or time is recorded accurately is to use specific formulas.

Date When building your form, in the Form-field properties of the Calendar tool, enter into the Formula box: =today()

Time The Time tool will capture a specific time of day in hours and minutes.  Reduce errors and get more accurate data by using the formula: =now()

There are 3 easy ways to download the WorkMobile® App onto a mobile phone or tablet…

Have you accidentally deleted the App?  Did you not send a free text message through WorkMobile® when you added Mobile Users?  Do you need to download the App onto more devices?

How to Download the App

1.  When you add a Mobile User, you have the option to send them a free text message so they can easily click the link to begin downloading the App.

2.  Visit ‘esay.mobi’ in your mobile phones browser and after selecting the correct version of the App for your device, it will start to download.

3.  Visit the relevant App Store for your device (Apple App Store, BlackBerry World, Android Market etc.) and search for ‘workmobile’, click to install the App!

You need to have the WorkMobile® App on your device and created Mobile Users to access your …

Have you used all of your 100 free credits?  Have you trialled WorkMobile® in your business and now want to go for it?  Used some credits but come to the end of your 14 day trial period?

It’s simple, easy and affordable to buy credits and it’s what makes WorkMobile® so unique…

You are able to buy credits as and when you wish by using the pay-as-you-go payment option – perfect for your small business.  Buy online using a debit card and the credits will be in your account instantly.

Just sign in to your WorkMobile® account and click on Buy Credits on the top menu – you can then choose which bundle you would like to buy, dependent on your needs.

If you prefer to be on a monthly contract or pay per Mobile User – just get in touch! Phone us on +44(0)161 818 4507 or email wmsales@esay-mobile.co.uk for …

While viewing grids on the WorkMobile® website you can choose which columns you see.

For example, this may be useful if you have a form with lots of fields and you want to compare the data in certain columns quickly and easily.

Rather than having to see every column, you can ‘show or hide’ the columns so that you only see relevant details.

Click on the ‘Show / hide columns’ button and a list of the column titles will appear.

You can use the tickboxes to tick/untick the columns you wish to be visible.

Log in to your account to try it yourself!

Do you have the following problem:

You need to send an urgent job to one of your mobile users and make them aware of it immediately.

The solution is to send an SMS through WorkMobile® when you allocate the job.

1.  Once you’ve created a Job with all the relevant details, the next step is to allocate the Job to one of your Mobile Users.

2.  If you want WorkMobile® to send the user an SMS message, tick the box “Send SMS to Mobile User when the Job is Allocated”, then click on the Mobile User you wish to allocate the Job to.

3.  Your Mobile User will then receive an SMS informing them that they have a new Job on WorkMobile®. You’ll need to make sure that you’ve supplied mobile numbers when you setup your mobile users!

Note: This feature consumes an additional credit to cover the cost of …

To log in to the App, you firstly need to create Mobile Users…

Tip – Your email address and password will not log you into the App. Find out how to create your Mobile Users now…

Now that you have registered for a WorkMobile® account, to receive forms and jobs to you and your workforces’ mobile devices, you need to add each individual as a Mobile User.

When you set up a Mobile User on the website, you create a unique username and password for the user that gives access to the App on their phone or tablet.

Remember, your email address and password allows access to your account on the website, but then each user has a unique username and password for access to the App on their device.

See the ‘Adding a Mobile User’ section on Page 12 of the Website User Guide.

…

If you have long forms, with lots of fields, viewing your completed records on the WorkMobile® website can be a little tricky.

Rather than scrolling across the page to see all of your data, you can now see it a little more easily…

When viewing your completed form data on the website, click on the ‘Expand Grid’ button on the top right of the grid.

This will expand your grid to the full width of the screen by removing the menu bars on the left.  You can return to the original view by clicking on the ‘Show Sidebar’ button at the top right of the grid.

Toggle between the two views as much as you want!

When you use the Check box tool in the Form Designer, it appears as a box that on mobile user devices can be ticked on or off…

However, on the iPhone and BlackBerry the Check box tool behaves a little differently.

All platforms have their own individual user interface style; therefore, some form elements (such as check boxes) display and behave differently on different devices.

Apple do not use a tick box on their official iPhone user interface.  Instead, a slider function is used which is defaulted to On/Off.

On BlackBerry devices the pop up list shows the options Yes and No.

This should be considered when designing your forms by using questions that the mobile user will not get confused with and have answers that …

You can control which mobile users can see which forms by creating User Groups.

Find out how…..

To create a User Group:

1.  From the Dashboard click on User Groups from the left hand menu.

2.  The User Group list view will show that you have one User Group – the Default group.  All mobile users are set to be included in the Default group unless you edit them otherwise.

3.  To create a new group, click New User Group on the left hand menu and type the name for your user group.  After pressing Save, this group will then appear in the User Group list.

To allocate your Mobile Users to the required group:

1.  Choose Mobile Users from the top menu bar, then click on the Edit button for the user you wish to allocate to a user group.

2. Choose from the User Group drop down …