PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Channels
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Feature reference
eSignatures
DocuSign template tags
Mapping eSignature tags
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
Azure AD
Okta IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
FAQ
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Administration
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Billing Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Web Adapter Factory
Questions to ask yourself
Locating the Web Adapter Factory
What are Web Adapters
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Web Adapter Message Format
FAQ
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
FormSense
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Project Summary
Roles and User Administration
Visualize Workflows
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View

FormSense

Save time and reduce errors on repetitive form value entry with FormSense.

FormSense feature


Questions to ask yourself about FormSense:

Which values do I repetitively fill in on Forms that I’m required to fill out?
How can I delete a pre-defined Form value?

Locating the FormSense feature

All users (applicants, administrators) can use FormSense by opening the SETTINGS menu and clicking on FormSense:

 

Locating the FormSense feature

Figure 1: SETTINGS >> FormSense

 

How to use the FormSense feature

With FormSense you can define default values for input fields on your Forms you frequently fill out. To do so, start by selecting the Form you would like to enter a default value for, and click on Edit My Defaults:

 

Edit My Defaults

Figure 2: Edit My Defaults


As shown in the example below, you can pre-define the field “Work Completed By” and click the Save FormSense Defaults button:

 

Save FormSense Defaults

Figure 3: Save FormSense Defaults


Your Form will now show this default value anytime you fill it out:

 

Save FormSense Defaults

Figure 4: Save FormSense Defaults


Note: You cannot pre-define Data Field values for fields that are marked as Read Only.


To delete a FormSense default value, navigate to the respective From within the FormSense feature and empty the Data Field you wish to delete the FormSense default from, then click the Save FormSense Defaults button again.


Alternatively you can also delete all your FormSense defaults by clicking on Delete All My Default Values and confirming this deletion in the Clear DataFields dialog as shown below:

 

Deleting all FormSense defaults

Figure 5: Deleting all FormSense defaults


Note: this will only clear defaults that you have set for your personal account, not company-wide defaults.

Video Guides

FormSense

This video guide will demonstrate how to define default values with FormSense.

FAQs

Q: Are changes configured for FormSense in a Test Environment carried over upon committing the Test Environment?
A: FormSense is a feature only affecting the individual PowerClerk account it is configured for, meaning for example if an installer has to fill out the same application form many times for different projects, they can take advantage of FormSense to ease the burden of repetitive data entry. FormSense may also help you during testing by being able to more swiftly create dummy projects having FormSense pre-fill data fields as needed.   An account’s FormSense configuration does not carry over into a Test Environment, and neither are edits to one’s FormSense configuration made in a Test Environment committed to the underlying production program.

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.