Optimize Your GoCanvas Experience: Top 5 Customer Questions from January 2017

By keith bateman on January 24, 2017

Top 5 Questions from January


Have trouble getting started? Or just have a question you’ve been wanting to ask, but haven’t had the time to? Don’t worry, we’ve got your back. We took your 5 most commonly asked questions from January and shared the responses here!

Q. Is the data that I collect with my mobile forms able to be connected with other systems outside of GoCanvas? Like my Quickbooks accounting program?

A. Yes! This is something we get asked all the time since customers rarely nowadays store their data in just one system. You can easily begin connecting your data to programs like Quickbooks, Quickbase, Salesforce, Dropbox and more. With GoCanvas, you can accomplish this data connection in a variety of ways.

Canvas IntegrationsThe first way is by using our connection with Zapier! The next way is to use one of our 5 quick-connecters. This allows you to connect to programs like Google Drive, Box, Salesforce, Dropbox, and Evernote by just simply signing into your account. The last way, and for more custom/complex integrations, is to consult with our in-house Professional Services team.

Q. I installed GoCanvas on my mobile device but I need to give access to other team members during my free trial, is that possible?

Canvas - Add Users

A. Absolutely! During your Free Trial of GoCanvas, you are able to add as many users to your account for no-charge. You simply need to navigate to the “My Account” section of the GoCanvas website after you log in, click on the orange “Add User” button, and fill out the profile of the new user! They will immediately receive an email notifying them that they have been added to the company account and instructions on how to download GoCanvas on their device.

Q. When I complete filling out my forms on the mobile app where do my final reports go?

A. Great question! The answer is in two places. The report that you just completed submitting will be immediately available on your mobile device. If you access the GoCanvas app you can view, edit, and download all your submitted reports under the “History” tab. An image of the icon is seen below.

Reporting in Canvas

The other way to browse all your completed and submitted reports is to log into your account on www.gocanvas.com. From there, click on the “Submissions” tab at the top of the page. You now will be able to select the specific app that you wish to view, edit, and download the corresponding reports of.

Q. I want to create a site inspection form that includes Pass/Fail dropdowns and calculates a safety score automatically based on the responses. Is this possible?

A. It definitely is. To accomplish this, you simply have to use a combination of Reference Data and Calculation fields. With Reference Data, you simply create an Excel file(.CSV) with Pass and Fail in column A, and their corresponding weighted score in column B.

Scoring in Canvas

You then upload this file to your GoCanvas account online, connect it the site inspection form using the App Builder, and your all set! Read here for a complete walkthrough.

Q. My current paper form has a table for filling in information, is it possible to create tables in GoCanvas mobile forms?

A. Absolutely! Essentially a table is, from a data entry standpoint, the ability to organize and display correlated information together. With GoCanvas, you have the ability to create “Loop” screens that can be used to replicate the process of entering the name and detail description of an unlimited amount of items. An example of this is below. You also have the ability to enable “Grid”, which as it sounds, allows for the data to be placed in an Excel-like table within your Mobile form!

 Canvas Tables               Canvas Tables

We hope that these answers will help make your journey to going paperless even smoother! If you have any additional questions, feel free to contact us via live chat or email us at Support@gocanvas.com!

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