Our new setting will allow you to require third parties to log in before they can complete and submit a form.
To turn the setting on: Click on the cog next to the template > Click on 'Edit' > Click on ‘Advanced’ > Tick where it says 'Third Party users require login?' > Click on ‘Save’.
If you haven’t already added the third party as a user on your account you will also need to do this.
To add a third party go to the User Manager tab then click on ‘Add User’.
Enter the user's details and then you can choose permissions if required. Users with only basic admin permissions are free to add, but if you need to give them advanced admin permissions this will require an additional user licence to be purchased. If you’re unsure whether you require an additional user licence please get in touch with us at support@ipegs.co.uk. If all you want the user to be able to do is log in and complete forms that they’ve been sent then don’t select any permissions at all. Once you’re done click on 'Save' and confirm the email address.
The TPA will then receive an email to set themselves up with a password. They’ll need to click on the link and enter their email address. They will then be sent a code which they’ll need to enter in order to set themselves a password.
Once the user receives the email to approve the form they can click on the link and log in using the email and password they set up and they can go ahead and complete the form and submit.
Form fields can be set to mandatory or optional, depending on your requirements. To check the mandatory field settings you will need to go to Form Manager > Click on the cog next to the form > Form Builder > Click on ‘Edit’ next to a field > ...
This video will show you our new setting in the Submitted Forms section on iPEGS Remote. You can now filter submitted forms to show only the forms with Form Checks enabled.
You can turn this setting off if you wish and it will revert back to the original settings, as long as you understand that you are then taking responsibility for any risks associated with the email notifications and should review the type of data ...
You can set the decimal place setting on a sum field to any value between 0 (this will round the value to the nearest whole number) and 10. To set the decimal place on a sum field you will need to open the form in Form Builder > Click on 'Edit' next ...