iFormBuilder Company
Company Info and Client Customization
*Anyone who has Company Admin rights within your company will have access to edit and make changes to this section.
Under the Company Tab in iFormBuilder.com, you will find a section titled Company Info. On this page, you will find a section titled Client Customization. Client Customization gives you the ability to customize how the app appears on the device. If you have a dedicated database, each company profile can be uniquely customized.
*Both Dropbox and Box accounts can be used to seamlessly host graphics for Client Customization fields. Click Here to learn how to configure your media to host images for your Client Customization.
Client Customization Options
- Custom Title
- Custom Home Message (This function has been deprecated in 7.0 version above, now only available for iForm Kiosk)
- Custom Splash Link (This function has been deprecated in 7.0 version above, now only available for iForm Kiosk)
- Custom Help Link
- Custom Background Link
- Custom Background 2 Link (iForm Kiosk Only)
- Custom Done/Submit Button Link (This function has been deprecated in 7.0 version and higher)
- Custom Done/Submit Button Default
- Custom Sync Button Link ((This function has been deprecated in 7.0 version)
- Custom Button Text Color (FFFFFF)
- Custom Base Color (79AF64)
- Custom Label Color (000000)
- Custom Label Shadow Color (FFFFFF)
- Idle Timeout in Seconds
- Lookup Record Transaction Size(Max Limit 500)
Edit Company Info
To access the Client Customization Options, click the Company tab at the top of the page, pull down Company Info. To edit the Client Customization, click the button "Edit Company Info." Besides being able to edit the Client Customization in this section, you can also edit the Company Info.
The Company Info contains the users company contact information. The general information here includes company name, address, city, state, zip code, phone, fax, and email address and time zone. *Note when changing time zones it will affect any Date-Time data (including Meta Data) you have collected. For full details on the time zone settings CLICK HERE
Company Info also shows the maximum number of users and forms that the company is allowed to create. These allowances are set-up upon account creation, and are not editable by the user.
Once in the edit Company Info section, the screen shot below shows the Client Customization options.
Custom Title
iFormBuilder allows you to add a custom title at the top of your form menu.
PLEASE NOTE: If you do not see the custom title on your device, go into the iForm App Settings and re-sync your device.
Click here for detailed instructions on creating a Custom Title.
Edit Custom Help Link
By placing an HTML file with inline CSS somewhere on the web you can create your own help file for the entire company. Copy and paste that URL in the Custom Help Link field and hit "Save" before syncing the new Company Info down to the device. You can reference live pages, but please be sure to test the page since not all pages are designed the same.
Some hyperlinks may be represented by a local file reference rather than an active URL.
Edit Custom Background Link
Inserting a background image link in this field will change the main background of the iForm client after the splash screen loads. The comparison below shows the default client background and then shows how the background looks after a custom background link has been added. Notice how the background color went from light grey/white to dark gradient gray. Please note these files need to be hosted on a web server like Dropbox.
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After
Edit Custom Background 2 Link (iPad Only - iForm Kiosk)
*Note: Can only be used with iForm Kiosk App.
Inserting a background image link in this field will change the Actions background menu after the splash screen loads. The side-by-side comparison below shows the default client background and then shows how the background looks after a custom background link has been added. Notice how the background color went from light grey to a gradient yellow/orange. Please note this files need to be hosted on a public web server. Because this is for the iPad only, be sure to set the size of your background image to 768x1024 pixels.
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After
Edit Custom Done/Submit Button Link
Inserting an image link in this field will change how the "Done" button looks on the iForm client after the splash screen loads. Because this button will appear on the iPhone and iPad, do not make your button image more than 300x45 pixels. The side-by-side comparison below shows the default client done button and then shows how the done button looks after a custom done button link has been added. Notice how the done button has been replaced with the black and white one you see below. Please note these files need to be hosted on a web server, we suggest using the same folder that was used for the splash screen. This example uses Dropbox:
- Custom Done Button Link: dropbox://iformMedia/done.png
- Custom Sync Button Link: dropbox://iformMedia/sync.png
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After
Edit Custom Done/Submit Button Default
Selecting Either Done or Submit in this section will specify the Text for the Done/Submit Button at the bottom of most forms. Having either one of these options checked will only place the Done or Submit Text inside the button if there is no link in the Custom Done/Submit Button Link. If there is a link then the text for the button this field will not be used.
Done
Submit
Edit Custom Sync Button Link
Inserting an image link in this field will change how the "Sync" button looks in the iForm client settings area after the splash screen loads. Because this button will appear on the iPhone and iPad, do not make your button image more than 300x45 pixels. The side-by-side comparison below shows the default client sync button and then shows how the sync button looks after a custom sync button link has been added. Notice how the sync button has been replaced with the black and white one you see below. Please note these files need to be hosted on a web server.
In this section you can also specify the Color of the Sync/Login Text. If you check the Enable Button Text Color option the Custom button text color option will activate and you will be able to choose the color for the Sync/Login Text.
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Edit Custom Button Text Color
(FFFFFF)**Requires 5.0 Client**
Choosing a HTML color for the Button Text will change the Color of the Done/Submit Button and the Sync Button. This feature is best used with the Custom Done/Submit Button Link and the Custom Sync Button Link.
The Custom button text color becomes enabled when you check either of the Enable Button Text Color boxes.
Enabled
Text Color Customized
What is the Custom Base Color?
The Custom Base Color is the color of the top bar the user sees when inside the iForm app.
PLEASE NOTE: By default the color is 79AF64. To return to this default color simply press the default color button located to the right of that custom feature.
Click here for more information on changing the Custom Base Color.
Custom Label Color
Inserting a different HTML color in this field will change the color of the label text on the iForm client inside your forms. This feature can be used in combination with custom label shadow color, which will be discussed in the next section below. By default the label color is black (000000). *Note: The text color can only be changed on labels, not on the text in an element (like a Subform element or Toggle element).
Below you will see the default settings before a custom label color has been added followed by an example the custom label color being changed to purple. * Note: To return to the default color simply press the Default Color button located to the right of that custom color selector.
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Edit Custom Label Shadow Color
Inserting a different HTML color in this field will change the shadow color of the label text on the iForm client inside your forms. This feature can be used in combination with custom label color which is discussed above. By default the label shadow color is white (#FFFFFF). *Note: To return to the default color simply press the Default Color button located to the right of that custom color selector.
In the example below, you will see a dark purple has been selected for the Label Shadow.
After
What is Idle Timeout?
After a certain amount of app inactivity on the iForm ES and iForm Kiosk apps, the password screen will pop up and the user will not be able to continue until the password has been re-entered.
PLEASE NOTE: The default idle timeout is set to -1, which means the timeout is turned off.
Click here for instructions on how to adjust the Idle Timeout in Seconds.
Edit Lookup Record Transaction Size (Max Limit 500)
With this feature, allows you to choose how many look up records will be downloaded in bulk. By default, it is set to 100.
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