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Troubleshooting

Troubleshooting

Articles about issues you might be having using ClearForms. If you don't find what you're looking for, please search our help docs for it!

29 articles
Catherine Geanuracos avatarJasmine Burns avatarStephen Corwin avatar
Written by Catherine Geanuracos, Jasmine Burns and Stephen Corwin

An Overview of how Subprocesses and Logic can help you streamline your applicants' experience with ClearForms

Helping you think through the best way to bring your workflow online with ClearForms Subprocesses and/or Logic features
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Can I edit survey responses?

How workflow admins can access individual survey responses to make necessary edits
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

How can I tell which Team a Workflow belongs to?

How to tell which Team a workflow is part of so you can make sure it will show up in your Public Portal and be able to accept payments.
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

My PDF Outputs are missing information. How can I make sure that the correct version of my custom PDF Output is being used for different processes over time?

Learn how to ensure applicants are seeing the correct download based on which version of a workflow they started
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Can I cancel a required subprocess?

Learn how to Waive the subprocess requirement when needed
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

How can I approve a change request from an applicant for their Entity information?

If you use the Entity feature, you'll need to approve requests from applicants to change their data- here's how
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Is it easy to see an Output that's issued mid-process?

How ClearForms displays Outputs to applicants when they're issued before the end of a process
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

How does Auto-advance work?

Allow applicants to avoid unnecessary questions with the combination of logic triggers and Auto-advance
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why am I seeing a red banner at the top of my Dashboard? Can the public see that?

Understanding the Overdue Balance banner and how to get rid of it
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why can't I find the process I started?

Getting to your Applicant Dashboard and Switching between Applicant and Admin sides of ClearForms
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

For applicants - How do I log back into my ClearForms account or reset my password and find what I already started?

Links and instructions for logging back in to ClearForms and resetting your password
Jasmine Burns avatar
Written by Jasmine Burns. Updated over a week ago

Can I revoke a permit, license, or other Output that's already been issued?

How to cancel the result of a process or Output that's already been completed
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why can't I delete a step, section, or field?

How to clear limitations on what you can delete by removing fields from formulas and/or logic operations
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

I made edits to my workflow but they're not showing up in my test?

Make sure you click "Publish Changes" after editing any workflow to make all changes publicly viewable
Jasmine Burns avatar
Written by Jasmine Burns. Updated over a week ago

Why is only one line of my text field showing up on my mapped PDF Output?

Learn how to configure the field settings in your uploaded PDF to show as much text in each field as possible
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why is my text field showing up blank when I have mapped the field to a Custom PDF Output?

Make sure your field is labeled properly on your reference PDF to avoid missing data and blank spots on your form
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Having a hard time moving a field?

Learn how to make it easier to move a field within a section or between sections on the same step
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why are my steps being skipped when I don't want them to be?

How to correctly set up steps with logic, auto-advance, and required fields to ensure your applicants submit the information you need
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why is the first column on my dashboard blank?

Learn what the Identifier Field settings are for and how to configure them
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why is my formula showing up as "undefined"?

Learn now to troubleshoot formulas that aren't working as expected
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why aren't my applicants able to make a payment online?

Troubleshoot payment steps that aren't working for your applicants
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Having trouble getting the information from a field into a payment step?

Tips and tricks for adding the value of a number field into a payment step
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Having trouble setting or resetting your ClearForms password?

ClearForms has an 8 character minimum length for account passwords
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

How can I find out if ClearForms is down or is having technical issues?

If you're worried that the ClearForms site is down or broken you can check the status via a special Twitter account
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

How can I download an updated LA Al Fresco certificate with the new expiration date?

The City of Los Angeles has extended LA Al Fresco to 12/30/20. Here's how to download your new certificate
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why is my exported data missing information and fields?

Learn how to make sure all the fields and data in your workflow and processes are included in your exports
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Why aren't my payouts showing up in my government's bank account, even though I connected my account?

Whitelisting your bank account for successful payouts
Catherine Geanuracos avatar
Written by Catherine Geanuracos. Updated over a week ago

Not receiving ClearForms emails? Email Notification Issues with Microsoft Exchange

If you are not getting ClearForms email notifications it may be because of a known issue with "quarantine" on Microsoft exchange
Jasmine Burns avatar
Written by Jasmine Burns. Updated over a week ago

How do I get more or fewer emails about a specific workflow or Team?

How to manage email notifications and change the default administrative emails that ClearForms sends you
Stephen Corwin avatar
Written by Stephen Corwin. Updated over a week ago