After successful installation, the app is located on the SharePoint Site Contents.
First, enter the app (first page) and copy the full URL from the browser's address bar into the clipboard (Ctlr+C).
The copied app URL will be useful in the following instructions.

Pin app to the SharePoint Site menu

Step 1) Go to the SharePoint Site
Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
Details are described in this document, steps are different depends on the SharePoint UI type (classic view/modern view)

Pin app to MS Teams as a new tab

Step 1) Open MS Teams
Step 2) Click "+" icon to add a new tab


Step 3) Type 'website' in the search box to find an item "Website"


Step 4) Enter tab name, copy&paste above app URL (Method 1 or 2) and click Save button

Pin app to the Office 365 app launcher

You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.


Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"

App is 100% SharePoint-hosted - all data is stored securely on the customer's SharePoint environment.
App's data is never leaving your SharePoint env, we don't have access to your data and we never see it.

Process in Forms Center consists of four major aspects:

• The workflow template designed for the specific business process (e.g. approval, help desk, etc)
• The request form (template) - with form fields designed for specific business needs (e.g. travel requimbursement form).
• Work assigment - request can be assigned to the appropriate person(s) (one or more users).
• Email notifications that enable process participants to be aware of all changes in a request (e.g. edit, assignment changes, etc).

Forms Center makes it easy to model and automate business workflows and ensure compliance with business processes.
Building a new workflow in Forms Center consists of designing a workflow template in the workflow designer and designing a request template in the form designer.

App offers three predefined user roles:

• Regular user - can submit requests and see only own data
• Manager - can see requests created from assigned templates under "Manage Requests" section
• Administrator - can see all data under "Administration" section

You can custom brand your logo and color under Administration->Settings->tab "Logo&Colors".
To upload own logo you need to:
a) switch setting "Logo" to the value "Custom"
b) click on area "Logo File" (or use drag&drop) to upload logo file.
c) click on button "Save Logo&Colors"

To change blue theme to another you need to click on color picker (setting "Default color"), select your color and click on the button "Save Logo&Colors".

You can translate an app under Administration->Settings->tab "Translations".

Language translation is available for regular user and manager views (except section "Administration").

To get more information about subscription and payments please read Billing & Payments FAQ

If you remove a user from the app, no data will be lost. The user will lose access to app, but their data will remain visible on all reports.

App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
SharePoint user is added to the User Information List after first login to the SharePoint Site.
After first login, user will be visible in the user's drop-down list.

Table export is supported for all the objects in the app (columns displayed in data tables). To export or print data, click the proper button in the top-right corner, above the data table.


Additionally, you can export all data from request details into MS Excel (all standard fields + custom fields + comments)

The app allows for creating custom fields for requests form. One of the custom field types is "Choice from External SharePoint List" which allows to dynamically populate the Choice Field options from the external SharePoint list on the parent SharePoint Site.
To configure this type of field, you need to change the "Type" field to the value "Choice from External SharePoint List", afterward select list name from the drop-down and enter column name from which app will get data.

The app allows adding a custom form field to the administrator and manager reports that shows all requests.
Step 1) Go to Administration->Request Templates->Edit->tab "Custom Form Fields" to check what is "ID" of custom form field (e.g. CustomField1)


Step 2) Go to Administration->Settings->tab "Requests Report Columns", click on empty row at the bottom of the data table and select custom field from the drop-down list. Make sure that the column "Is Visible" is marked.


Step 3) Click button "Save Requests Report Columns" to save changes.