On the App Setup page, you can customize a few basic in-app cosmetics (visible after logging in to the app) and global app functionality, as well as configure field themes to aid rapid solution development.

It also displays additional areas where you can Customize Icons and set up Launch Options to create custom URL app links.

Accessing the App Setup page is done by navigating the side menu area, Apps > App Setup.

Basic Settings 

Property

Description

Remember Logins

By default, the app requires the user to log in on the device every time it is opened.

This provides high security, although it can be a nuisance if the device has its own PIN to unlock. Ticking this option means the user will stay logged in on the app between sessions.

Log User Location

Enables logging of the user’s GPS location.
Location (if available) is logged on every app synchronization and stored in a user’s account history.

Date Format

Enter the date format to display. Valid options are:
d, dd = day
ddd, dddd = day of week
M = month
y = year

Example:
MM/dd/yyyy, dd-MMM-yyyy

Time Format

Enter the time format to display. Valid options are:
h = hour
m = minute
s = second
tt = A.M. or P.M.
h/H = 12/24 hour
hh, mm, ss = display leading zero
h, m, s = do not display leading zero

Example:
HH:mm, hh:mm tt, HH:mm:ss

Start Screen

Choose a Custom Board of Icons screen as the starting point for your app; this will replace the default app start screen.

Note: The Info Alert Box also appears on custom start screens.

Info Alert

Customize the Info Alert box (In-app Task Notification) that appears at the bottom center of the app’s start screens, including both default and custom start screens.

Formula Examples:
Title
{( DSCOUNT(‘APPTASKS’) )} Assigned Task(s)

Subtitle
{( IF(DSCOUNT(‘APPTASKS’, ‘{{this[5]}} < UTCNOW()’) > 0, CONCAT(DSCOUNT(‘APPTASKS’, ‘{{this[5]}} < UTCNOW()’) , ‘ Overdue!’) , CONCAT(‘Next due on ‘ , FORMAT-DATE(DSFIRST(‘APPTASKS’ , 5) , ‘dd MMM’))) )}

Text Color – f(x) Mode
IF(DSCOUNT(‘APPTASKS’, ‘{{this[5]}} < UTCNOW()’) > 0 ,
‘#f24444’, ‘#7b7b7b’)


Background Color
#D1EBFF

In-app Result


Advanced Options 

Property

Description

Disable Password Change

By default, the app’s Settings screen allows users to change their password as desired.


Use this option to remove the password change area from the in-app Settings screen for all users in this company account.

Enabling this option does not remove the “Forgot Password” link from the outer app login screen.

If an App-Only user (without website access) uses the “Forgot Password” link, they will still receive a reset email. However, clicking the link inside that email will result in an error blocking them (“Your account is not permitted to change password. Please contact your administrator”).

To manage password resets effectively while this setting is enabled, administrators can:

– Use Reroute Password Resets: Configure this setting to forward password reset request emails directly to an administrator instead of the end-user.


– Manual Admin Reset: Reset the user’s password manually via the User Details page in the web portal, where you can generate and provide a new password directly to them.


– Communication: Customize your invite/reset email templates to clearly instruct app-only users on your internal password recovery process.

Wait for Sync On Load

By default, the app will perform all data syncing in the background, allowing the user to start working immediately while the sync is still in progress.

When this option is enabled, the app will instead display a blocking overlay when syncing, forcing the user to wait for the sync to finish. This will only occur when the user logs into the app or resumes the app from the background -other background sync intervals will continue as normal.

This is useful for cases where you must ensure the users have the latest data before they start working with the app.

Hide Remember Answers

By default, the app’s Settings screen allows users to remember answers for Form screens.

Use this option to remove the Remember Answers checkbox from the app for all users in this company account.

Show Draft Entry Badges

Form Screen icons on the app’s start screen show a circular badge containing the number of saved, in-progress entries for that Form.

Hide Task Status

By default, the app will show a box outlining the user’s Tasks on the start screen. This option allows you to disable this default.


Title Bar & Background 

Property

Description

Background Shading

Specify your app’s custom background color style.

Title Bar Shading

Specify your app’s title bar color style.

Title Bar Text

Specify your app’s custom title text color.

Title Navigation

Specify your app’s custom title navigation color.

Title Bar Image

Specify a custom title image for your app (it must be in PNG format).


Field Themes 

Define general, table, gallery, or page field themes that can be applied to fields in the Form Designer. This will help you maintain a consistent field style when quickly designing your forms.

Property

Description

Theme Name

Give a unique name to your customized theme.

Default Theme

Make default theme.

Theme Elements

Select which elements you want to customize:

– General
– Page
– Table/Gallery
– Choices
– Action

Title Text Style

The title text style shown to the user.

Hint Text Style

The Hint text style shown to the user.

Field Layout

Specify how this field is shown on the screen.


Vertical places the Title and Hint vertically above the entry field.

Horizontal will stack the entry field to the right of the Title and Hint text.

Horizontal (Tablets Only) will use Vertical layout for phones and Horizontal for tablets.

Background Color

Set the background color of the Title & Hint.
For Horizontal layouts, the background color will also appear under the entry field.

Buttons

Define button text color, background color, and icons for the different button types.

Where fields have more than one button (eg, Location field: Get GPS, Get Map), the button colors will be applied in the order:
Primary, Secondary, and Tertiary:
The colors will be applied to the first (Primary), second (Secondary), and third (Tertiary) buttons in the field, respectively.

Text Color

Define the text color of the buttons.

Field & Icon

Define specific icons to display on the buttons depending on the field type. You can add an icon to any of the fields in the list below:

Annotation, Attachment, Barcode, Gallery, Location, Media, NFC, OCR, Signature, Sketch