What's Mirata?

Discover the features and benefits of using Mirata today!  

Mirata Introduction  

Seamlessly integrate new users into your platform with ease.  

Onboard  

Design and customize forms to collect essential information.  

Create Digital Forms  

Create insightful reports to analyze your data effectively.  

Generate Reports  

Easily submit digital forms to streamline your workflow.

Submit Forms

Connect Mirata with your existing business systems easily.

Manage Integrations

Mirata Help Center

The screenshot displays the login page for the Mirata Forms Inbox. At the center, there is the Mirata logo followed by the text 'Mirata Forms Inbox'. Below the logo, there is a prominent blue button labeled 'SIGN IN TO GOOGLE' for users to log in using their Google account. Underneath this button, there is a smaller text link 'Sign in another way' offering alternative login options. The page has a clean and minimalistic design with a white background.

Logging in with Company ID (SSO)

This screenshot shows an email from Mirata Customer Care with the subject 'Verify your Account'. The email is addressed to a user and contains a welcome message to Mirata. It instructs the user to verify their account using the provided email and temporary password. The email address is displayed as 'eric@miratasoft.com' and the temporary password is 'AwB6mRA3'. The email advises that after logging in, the user will be prompted to set a new password. There is a 'HELP CENTER' button located below the instructions, which users can click for additional assistance. The email concludes with a message from 'The Mirata Team'.

Logging in through Mirata Native Log-in (Not SSO)

The screenshot displays a section of the Mirata platform interface, specifically focusing on the Quick Start feature for Android installation/setup. It shows two rows labeled 'SAP Demo' and 'Training', each with a series of icons and buttons. The icons represent different platforms: a globe for web, a Windows logo, an Apple logo, and an Android logo, indicating the availability of the application on these platforms. Next to each platform icon, there are buttons labeled 'Inbox', 'Admin', and 'Designer', which likely provide quick access to these functionalities. The 'Inbox' button is highlighted in blue, suggesting it is clickable or currently selected. A large QR code is prominently displayed on the right side of the screen, which users can scan to quickly access the application or a specific feature on their Android device.

Installation/Setup - Android

Quick Start

The screenshot displays the Mirata platform's interface for managing digital forms. On the left, there is a sidebar with a '+ Create Form' button at the top, followed by options to refresh forms and display settings. Below, filters can be applied to forms based on the last update date, definition, form type, status, assigned users, and submitted by. The main section shows a form titled 'Basic Form Training (Checklist)' with a status of 'started'. The form details include 'My First Mirata Checklist' with fields for 'Check 1 Name', 'Date/Time of Check 1 Start', 'Inspection Notes', and 'Division Name'. At the top right, there are buttons for 'Save', 'Delete', and 'Print or Download'. A confirmation dialog is visible, asking if the user wants to delete the submission, with 'Cancel' and 'OK' options. The bottom right corner has a 'Start Check 1' button.

Delete Submissions

The screenshot displays the 'Submission Management' page within the Mirata platform, specifically focusing on the 'Forms' feature. At the top, there is a navigation bar with options for 'Security', 'Admin', and 'Forms Catalog', along with a user profile icon on the right. The main section is titled 'Submission Management' and includes a 'Search Submissions' area with instructions on using the Query Editor to retrieve submissions. Below, there is a 'Search Parameters' section with a 'Where' button for setting query parameters. To the right of this button are 'Search' and 'Clear Results' buttons for executing or clearing the search, respectively. The left sidebar contains icons for different functionalities, with the 'Submission Management' icon highlighted. The page indicates that no query parameters are currently set.

Submission Management

The screenshot displays a section of the Mirata platform's user interface for managing a 'Work Order Form'. It includes three buttons: 'Save', 'Delete', and 'Print Or Download'. The 'Save' button, located on the left, allows users to save changes made to the form. The 'Delete' button, in the center, provides an option to delete the form, though the context suggests this feature might be disabled. The 'Print Or Download' button, on the right, enables users to print the form or download it as a PDF. These buttons are designed to facilitate form management within the platform.

Disable Form Deletion from the Inbox

The screenshot displays the Mirata Designer interface, part of the Mirata digital work execution solution. On the left, a large blue panel labeled 'Mirata Designer' is visible. To the right, there is a section titled 'Open Recent' showing thumbnails of recently accessed forms with names and modification dates, such as '00111Terri' and 'SSAM Inspection Form'. Below, there are three tabs: 'Forms', 'Templates', and 'Dashboards', with 'Forms' currently selected. A table lists forms with columns for 'Name', 'Modified', 'Updated by', and 'Version'. A search bar labeled 'Search designer' is located at the top right of the table, next to a green 'Create' button with a dropdown arrow. The user profile is accessible at the top right corner, displaying the name 'Samantha Flaim'.

Create Forms

The screenshot displays the transition configuration interface within the Mirata platform, specifically for making a form SSAM+Forms compatible. On the left side, there is a visual flowchart showing the states of a form: 'create', 'created', and 'completed', with arrows indicating the transition flow. The 'create' state is highlighted with a yellow border, indicating it is the current focus. On the right side, the transition details are shown, with the title 'create Transition' and an 'Edit' button next to it. Below, the 'Start Status' is marked as 'N/A' and the 'End Status' is 'created'. The 'Properties' section allows setting parameters, with a dropdown labeled 'Set' and an option to add more settings with a '+' icon. The 'Assignments' tab is active, showing a dropdown to assign 'current user' with a trash icon for deletion. At the top right, there are '+ NEW' and 'DELETE TRANSITION' buttons for adding or removing transitions. Tabs for 'Form Updates', 'Integration Actions', 'Create Form', and 'Update Other Form' are located at the bottom, indicating additional configuration options.

How to make a form SSAM+Forms compatible

{UI screenshot display: The Mirata Designer homepage is displayed, showcasing a list of forms, templates, and dashboards, with options to search and create new items.; UI elements: Mirata Designer title, Open Recent section, Forms tab, Templates tab, Dashboards tab, Search designer input field, Create button, Name column, Modified column, Updated by column, Version column.}

Designer Overview

{UI screenshot display: The user is in the process of configuring an image grid within a form, as indicated by the 'image-grid-1' label and the 'Click here to select an image' prompt.; UI elements: Layers panel: visible, Configure New Field section: visible, Type dropdown: visible, Form section: visible, array-1 section: visible, group-3 section: visible, image-grid-1 section: visible, Control Properties panel: visible, TYPE dropdown: visible, SETTINGS section: visible, HEIGHT section: visible, LAYOUT section: visible, Columns input: visible, Spacing input: visible, Image Item Scaling dropdown: visible, Icon Color input: visible, Icon Position dropdown: visible, IMAGE FIELDS section: visible, array-1 section: visible, Columns Field dropdown: visible, Rows Field dropdown: visible, Title Field dropdown: visible, Subtitle Field dropdown: visible, Image Field dropdown: visible, Icon Field dropdown: visible, ANNOTATION section: visible, Image selection area: visible, 'Click here to select an image' text: visible}

Creating an Image Grid

Submit Form

Using the Designer Preview

The screenshot displays a form titled 'Sign-Off Section DEMO (Adam)' with version 16 indicated at the top right. The form is divided into two main sections. The first section, labeled 'NFL Fan Detail' in a blue header, contains three fields: a dropdown menu for selecting 'Who is your favorite NFL Team?', a slider for 'How long have you been watching your team?', and a text input for 'Who is your favorite player?'. The second section, labeled 'Sign Off' in a red header, includes a 'Please Sign' button on the left, and text input fields for 'Signor' and 'Date' on the right.

How to Configure a Sign-Off Section

The screenshot displays the 'Control Properties' panel for configuring a list in a form within the Mirata platform. At the top, the 'List' section is expanded, showing options to set the 'TYPE' of the list, which is currently set to 'list'. Under 'SETTINGS', there is a 'Selection Field' labeled 'row-id' with an adjacent icon for editing. Below, there is an option to add 'Search Fields' with a '+ Add Field' button. The 'LAYOUT' section allows users to set the 'Orientation' of the list, currently set to 'vertical', and specify 'Max Height'. The 'SEPARATOR STYLE' section includes a 'Color' option, currently set to 'none', with a checkerboard pattern indicating transparency. On the right side, there is a vertical toolbar with icons for settings, actions, and navigation.

Using Array's "Selection Field" for Selected Row

The screenshot displays a section of the Mirata platform focused on styling a button within a form. At the top left, there is a label 'Section Verification DEMO (Adam)' indicating the current section or project. On the top right, the version number 'version 11' is displayed. Below the label, there is a blue button labeled 'button-1' located towards the left side of the screen. This button is likely the subject of styling or customization within the form feature of the platform.

Styling a Button

{UI screenshot display: The screenshot shows the Mirata platform's form design interface, with style properties being displayed for a selected field. The user is able to customize the form's appearance.; UI elements: Component Selector: Visible, Expand All: Visible, Grouping Options: Visible, Section: Visible, Expandable Section: Visible, Tabs Container: Visible, Tab: Visible, Individual Items: Visible, Selectors: Visible, Data Groupings: Visible, Images & Media: Visible, Graphs & Charts: Visible, Actions: Visible, OL-TestingForm: Visible, Style Properties: Visible, General: Visible, MARGIN: Visible, PADDING: Visible, Field Style: Visible, Border: Visible}

Parent vs Child Style Properties

Adjust Field Height

Quick Edit

The screenshot displays the Mirata platform's interface for configuring a digital form. On the left side, there is a 'Layers' panel showing a hierarchy of form elements, including 'Form', 'status', 'image-grid', and 'group-1'. The 'Configure New Field' section allows users to add new fields, with options to select 'Field' or 'Template' and specify the type as 'string'. The main area shows an 'Image Grid' with photos of utility meters, where users can capture photos using the camera icon. The right side features 'Control Properties' for the 'Image-Grid', allowing customization of type, settings, title position, height, layout, and image item scaling. Users can adjust columns, spacing, and icon settings. The top bar includes navigation options like 'Form', 'Workflow', and 'Dashboard', along with user settings and help icons. The bottom bar shows the version and date of the software.

How to Capture Multiple Images in a Form

{UI screenshot display: The user is configuring a drop-down field within a form, likely to include source data for the 'State' field, as indicated by the highlighted field and the 'Data' options on the right.; UI elements: Component Selector, Expand All, Grouping Options, Individual Items, OL-TestingForm, User Information, Name, Birth Date, Address, State, Zip-Code, Data, Source Type, Inline Table, Items, Labels, Values, Add label, Add value}

Source Dropdown Fields From a Data Table

The screenshot displays a section titled 'Individual Items' within the Mirata platform, showcasing various input options for form creation. These include 'Text Input' for single-line text, 'Multi-Line Text Input' for multi-line text, and 'Formatted Text' for text with formatting. Numeric inputs are available as 'Integer Input' for whole numbers, 'Decimal Input' for numbers with decimals, and 'Numeric Slider' for selecting a value within a range. Date and time inputs include 'Date/Time' for both date and time, 'Date' for date only, and 'Time' for time only. 'Duration' allows input for a length of time. 'Location (Lat/Long)' provides input boxes for latitude and longitude coordinates. 'Horizontal Space' is used to add empty space for form layout purposes. Each item is accompanied by a brief description of its function.

How to use Location (Lat/Long) Detection

Add Custom Icons to Sketchpad

How to add custom sketch icons

The 'Presentation Properties' screen in Mirata allows users to configure the display settings of a form element. Under 'GENERAL', users can set the 'Width' to 'Full' or 'Half', with a text box for specifying a custom width value, currently set to 6. A 'Hint' field is available for additional guidance text. The 'HIDE WHILE' section includes a toggle switch labeled 'Disabled' to control visibility conditions. In 'CONDITIONS', a dropdown menu labeled 'Visible' offers options such as 'false', 'true', and 'calculation'. The 'LABEL' section contains a 'Label Text' field with the example text 'What was the temperature?'. The 'Position' section provides alignment options with icons for vertical and horizontal positioning. Users can also set the 'Width' to 'Full' or 'Half' here. The 'ICON' section allows for icon selection and positioning, with a dropdown for 'Style' set to 'fill'.

Visibility Property

The screenshot displays a form field labeled 'Inspection Timeline' with a dropdown menu indicated by a downward arrow on the right side. Below the field, there is a validation message in red text stating 'Please select an Inspection Timeline.' This message indicates that the user must make a selection from the dropdown to proceed, highlighting a required field validation in the form.

Form Field Validations

The screenshot displays a section of the Mirata platform's form feature, specifically focusing on dropdown lists that reference form lists. At the top, there is a label 'list-1' with a button labeled 'Add Row' to the left, allowing users to add new entries. Below, there is a list item labeled 'list-item-1' containing two input fields labeled 'Serial Number' and 'Equipment ID' for entering relevant data. To the right of these fields, there are two icons: a pencil icon for editing the entry and a trash can icon for deleting it. The interface is designed to facilitate easy data entry and management within digital forms.

Dropdown Lists that Reference Form Lists

The screenshot displays the 'Images & Media' section of the Mirata platform, which is part of the Forms feature. It includes several options for managing images and media within digital forms. The options listed are: 'Image' for displaying, capturing, or uploading a single image; 'Sketch' for adding an image with annotation capabilities; 'Signature' for creating a signature; 'Image Grid' for displaying, capturing, or uploading multiple images; and 'Static Image Grid' for displaying multiple images via URLs. Each option is accompanied by an icon and a brief description, and they are arranged vertically in a list format.

Images and Annotation

Update Forms from Other Forms

The screenshot displays a form interface within the Mirata platform, specifically focusing on inserting list rows via a process button. At the top, there is a section labeled 'section-1' containing three input fields for 'Name', 'Color', and 'Age'. Below this section, there is a subsection labeled 'list-1' with a button labeled 'Add Row' on the left side, which allows users to add new entries to the list. Underneath, there is an item labeled 'list-item-1' with similar input fields for 'Name', 'Color', and 'Age'. To the right of 'list-item-1', there are two icons: a pencil icon for editing and a trash can icon for deleting the list item.

Inserting List Rows via Process Button

The screenshot displays a section titled 'Actions' within the Mirata platform, focusing on action buttons related to forms. It includes three distinct buttons: 'Workflow Transition Button' with a play icon, which allows users to trigger a workflow transition; 'Launch URL Button' with a link icon, which enables users to open a specified URL; and 'Search Button' with a magnifying glass icon, which lets users run a query to search for data. Each button is accompanied by a brief description in blue text, indicating its function. The section is designed to facilitate user interaction with workflows, URLs, and data searches.

Action Buttons

The screenshot displays the 'Form Type' configuration screen in the Mirata platform, where users can define and manage form types. At the top, there is a text field labeled 'Name' for entering the form type name, currently showing 'Form Type'. Below it, a 'Unique ID' field is present with a value 'ugi-dev-2.formtype', accompanied by a 'COPY' button to the right for easy duplication. The 'Description' field contains the text 'Root Form Type Tree', providing additional details about the form type. The 'Parent Item' dropdown is set to 'Root', allowing users to select a hierarchical parent for the form type. At the bottom, there is a toggle switch labeled 'Inbox Create Rights' with options 'Not Allowed' and 'Allowed', currently set to 'Allowed', indicating whether users can create forms of this type from the Inbox's create dialog. The 'SAVE' and 'DELETE' buttons are located at the top right corner for saving changes or deleting the form type.

Restrict Creating Forms by Form Type

The screenshot displays a comparison between a 'Normal List' and a 'Code-Based List' within a form. Both lists contain three columns: 'List Position', 'Name', and 'Color'. In the 'Normal List', the 'List Position' starts at 1, while in the 'Code-Based List', it starts at 0. The names and colors are consistent across both lists, with 'Josh' associated with 'Orange', 'Sarah' with 'Blue', 'Rahul' with 'Green', and 'Lin' with 'Purple'. This setup is likely used to illustrate position-based calculations in forms.

Position-Based Calculations

The screenshot displays the Mirata platform's interface for managing digital forms. On the left side, there is a panel with a '+ Create Form' button at the top, allowing users to initiate the creation of a new form. Below it, a 'Refresh Forms' button is available to update the list of forms. The 'Display' section offers two icons for toggling between different view modes. The 'Filters' section allows users to apply filters to the form list, with options to filter by 'Date by Last Update' using a date picker, and predefined time ranges such as 'Last 7 days', 'Last 30 days', 'Last 90 days', 'Current month', and 'Last month'. There is also a 'Definition' filter with a checkbox labeled '123ttt'. The central area lists forms with their names and creation dates, such as 'Sf Test 3' and '1allImages For MDK'. On the right side, the selected form 'sf test 3' is displayed with options to 'Save', 'Delete', and 'Print Or Download' at the top. The form includes a 'checkbox-1' and a 'list-3' section with an 'Add Row' button. Each list item has a 'Name' field and a 'checkbox-2', with edit and delete icons for managing the items.

How to Customize Inbox Queue View (using List Entry)

The screenshot displays the Control Properties panel within the Mirata platform, specifically for customizing list transitions in forms. At the top, there is a dropdown menu for selecting the orientation of the control, currently set to 'vertical'. Below, under Separator Style, there is an option to choose a color, which is currently set to 'none', and a slider to adjust the size of the separator. The Conditions section includes two dropdown menus: 'Add Enabled', set to 'true', and 'Filter', set to 'unset'. Further down, there are expandable sections for 'Add Transition', 'Delete Transition', 'Edit Transition', and 'Selection Transition', each with a dropdown arrow to the right for further customization. On the right side of the panel, there is a vertical toolbar with icons for settings, a wrench for tools, a play button for preview, a pencil for edit, and a list for additional options.

Customized List Transitions

The screenshot displays the 'Workflow step 1 Transition' configuration screen within the Mirata platform, which is part of the process of creating or editing a form workflow. At the top, there is a title 'Workflow step 1 Transition' with an 'Edit' button next to it, allowing users to modify the transition details. Below, the 'Start Status' is set to 'created' and the 'End Status' is set to 'finnish wf 1', indicating the transition path. On the right side, there are two buttons: '+ NEW' in blue for adding a new transition and 'DELETE TRANSITION' in red for removing the current transition. The screen is divided into several tabs: 'Properties', 'Validations', 'Assignments', 'Dialog', and 'Button', with 'Properties' being the active tab. Under 'Properties', there is a field labeled 'Name' with the value 'Workflow step 1'. The 'HIDE WHILE' section includes a toggle for 'Disabled'. The 'TRANSITION' section has toggles for 'Show Button', 'Hide Dialog', and 'Save Form', with 'Show Button' and 'Save Form' toggled on. The 'CONDITIONS' section includes dropdowns for 'Enabled' set to 'calculation' and 'Visible' set to 'true', with a calculator icon next to 'Enabled'. At the bottom, there are tabs for 'Form Updates (1)', 'Integration Actions (1)', 'Create Form', and 'Update Other Form', with 'Form Updates (1)' being active. Below this, a table lists 'Set / Array', 'From / Value', and 'Type' with a row showing 'status', 'status', and 'field'.

Create Other Form

Changing a Text Field To a Drop Down

Setting Up Associated Form Control

The screenshot displays the 'Form Details' section of the Mirata platform, which is part of the digital work execution solution. This section allows users to define various transition names for a form, including Delete Transition Name, Refresh Transition Name, Pre-Print Transition Name, Post-Print Transition Name, Create Associated Form Transition, Complete Associated Form Transition, and Open Associated Form Transition. Each field is a text input box where users can enter specific transition names. Below the transition fields, there is a 'Search Fields' section where users can manage search fields for the form. It includes an 'Add Field' option, indicated by a plus icon, allowing users to add new search fields. The existing search field is labeled 'status,' with an editable text box displaying the label 'status.' To the right of the 'status' field, there are two icons: a pencil icon for editing and a trash can icon for deleting the field.

Search Fields (Header Fields)

Forms

The screenshot displays a workflow diagram in the Mirata platform, illustrating the process of connecting an integration action to the workflow. The flow begins with a 'create' step, followed by a 'created' status. It then moves to 'Move to Section 1', indicating 'section 1 in progress'. The final step is 'Complete', which transitions to a 'completed' status. Each step is represented by a blue box with a descriptive label, connected by arrows indicating the flow direction. The diagram is centrally located with a smaller version on the left side for quick reference.

Connecting Integration Actions to Workflow

The screenshot displays the 'Form Updates' section of the Mirata platform, which is part of the Workflows feature. At the top, there are navigation tabs labeled 'Form Updates (1)', 'Integration Actions', 'Create Form', and 'Update Other Form'. The 'Form Updates' tab is currently active. Below the tabs, there is a table with columns labeled 'Set / Array', 'From / Value', and 'Type'. The table contains one row with the values 'status' under both 'Set / Array' and 'From / Value', and 'field' under 'Type'. To the left of the row, there are icons for editing and deleting, represented by a pencil and a trash can respectively. A plus icon is located above the table, indicating the option to add a new entry.

Form Updates

The screenshot displays a vertical navigation bar from the Mirata platform, designed for managing workflows. The icons represent different functionalities: a menu icon at the top for accessing various sections, a dashboard icon for viewing analytics, a list icon for managing tasks or forms, a workflow icon for creating or editing workflows, a grid icon for accessing different modules, a clock icon for scheduling or viewing timelines, a search icon for finding specific items, and a stack icon for managing multiple layers or documents. These icons are arranged vertically on a blue background, providing quick access to key features of the platform.

Email Automation

Form Assignments

The screenshot displays the Mirata platform interface focused on managing workflows. The main section shows a dialog box with the message 'complete' and asks 'Are you sure you want to complete?' with two options: 'Cancel' and 'OK' at the bottom. The background shows a form titled 'Test Form 1 Adam' with options to 'Save', 'Delete', and 'Print or Download' located at the top right. Below these options, there is a question 'Was the weather nice today?' with radio buttons for 'True' and 'False'. The left sidebar includes a 'Create Form' button, a 'Refresh Forms' button, and filter options for displaying forms by date, definition, form type, status, assigned users, and submitted by. The top navigation bar includes links to 'Inbox' and 'Analytics'.

Using Dialogs

The screenshot displays the workflow design interface of the Mirata platform, specifically focusing on the 'Send Email' transaction. On the left, a panel titled 'Transactions' lists the 'Send Email' transaction with options like 'Show Button' and 'Dialog', and statuses 'created' and 'section 2 in progress'. The central area shows a flowchart with steps: 'create', 'created', 'Go to section 2', and 'section 2 in progress'. On the right, the 'Send Email Transaction' properties are shown, including the ability to edit statuses, and various settings under 'Properties' such as 'Name', 'Hide While', 'Transition', and 'Conditions'. The 'DELETE TRANSACTION' button is prominently located at the top right, next to a '+ NEW' button. Navigation and user options are available at the top, with zoom controls at the bottom right of the flowchart.

Delete a Transition/Transaction

Workflows

The screenshot displays the 'Scheduled Jobs' page in the Mirata platform, which is part of the Workflows feature. The main section lists scheduled jobs with columns for Name, ID, Last Modified date, and Last Updated By. A specific job, 'Delete Basic Checklist Forms', is highlighted, showing its ID as 'acme-id.job.delete-basic-checklist-forms', last modified on 4/27/2025 by Chloe Padula. A search bar at the top allows users to search scheduled jobs, and a button labeled 'ADD SCHEDULED JOB' is located to the right of the search bar. On the right side, a 'Scheduled Job Preview' panel provides details about the selected job, including its name, ID, description, last modified date, last updated by, and dependencies. A 'DOWNLOAD FILE' button is available for downloading related files. The top navigation bar includes options for Security, Admin, Forms Catalog, and user profile access.

Create Scheduled Jobs

The screenshot displays a section titled 'Line Numbers by Region' with a record count of 7. Below the title, there is a toolbar with several icons: a plus sign for adding a new record, a pencil for editing, an upward arrow for sorting, a download icon for exporting data, and a refresh icon for reloading the data. The main content is a table with three columns labeled 'Record Key', 'LineNumber', and 'Region'. The table lists seven records, each with a unique record key, a line number, and a region name, such as 'North', 'South', and 'West'.

Create Dependent Dropdown

The screenshot displays the 'Submissions for XYZ Process' query page within the Mirata platform's Admin section. The page is used for building and managing submission queries. At the top, there is a navigation bar with options for Security, Admin, and Forms Catalog, along with a user profile icon. The left sidebar contains navigation links including Data Tables, Integration Actions, Connection Info List, Dashboards, Scheduled Jobs, Submission Queries, and Log Info. The main section is titled 'Submissions for XYZ Process' and includes fields for 'Submission Query' with 'Name' and 'Unique ID', both pre-filled, and a 'Description' field. Below, the 'Query Parameters' section allows users to define conditions using dropdowns for 'Definition', 'Status', and logical operators like 'AND' and 'OR'. There are buttons for adding or removing conditions, located to the right of each condition row. The top right corner features buttons labeled DETAILS, HISTORY, INPUTS, and TEST for additional actions.

Admin Tool Query Editor

The screenshot displays a navigation menu from the Mirata platform, featuring three main options: 'Security', 'Admin', and 'Forms Catalog'. These options are likely part of the main navigation bar, allowing users to switch between different sections of the platform. 'Security' is likely related to managing security settings and user privileges, 'Admin' may involve administrative tasks and settings, and 'Forms Catalog' is probably where users can access and manage digital forms. The 'Forms Catalog' option is highlighted in blue, indicating it is currently selected or clickable.

Managing Images

The screenshot displays the 'Integration Action' setup page in the Mirata platform, where users can configure integration actions for workflows. At the top, there is a 'DELETE' button on the right for removing the integration action. Below, the 'Name' field is filled with 'Integration Action DEMO (Adam)', indicating the title of the action. The 'Unique ID' field shows a partially filled ID with a 'COPY' button to the right for easy duplication. The 'Action Request Type' dropdown is set to 'Data Table Request', allowing users to specify the type of request. The 'Description' field contains the text 'For demonstration purposes ONLY', providing additional context. At the bottom, there is a 'Test Status' toggle with options for 'Test Mode' and 'Live Mode', currently set to 'Test Mode'. A note below explains that 'Live' will execute the request and log errors to the console.

How to Save Data From a Form to a Mirata Data Table

The screenshot displays a data table imported from a CSV file within the Mirata platform, showcasing the feature of creating data tables from external data sources. The table consists of four columns labeled 'State', 'Code', 'Population', and 'key'. Each row represents a different state, with the 'State' column listing the state names, the 'Code' column showing the state abbreviations, the 'Population' column providing population figures, and the 'key' column containing unique numerical identifiers. This table is part of the data management feature, allowing users to import and organize data efficiently.

Create Data Table from CSV

The screenshot displays the 'Import/Export Data DEMO (Adam)' page within the Mirata platform, specifically under the Data Management feature. The page is designed for managing records, with a section labeled 'Records' showing a record count of zero, indicating no records are currently present. There are several interactive elements: a plus icon for adding new records, a pencil icon for editing, and a circular arrow for refreshing the data. A tooltip is visible over the upload icon, labeled 'Upload CSV,' suggesting functionality for importing data. On the right side, there are buttons labeled 'DETAILS,' 'HISTORY,' 'SCHEMA,' and 'RECORDS,' with 'RECORDS' being highlighted, indicating the current view. A 'FILTERS' button is also present on the right side, allowing users to apply filters to the data. The left sidebar contains navigation icons for different sections of the platform. The top navigation bar includes a search bar, user profile options, and a breadcrumb trail showing the current page path.

Importing and Exporting Mirata Data Table Data

{UI screenshot display: The screenshot shows the 'Submission to CSV Example' page within the Mirata platform. It focuses on the 'Request Info' section, specifically prompting the user to select the type of request they want to create.; UI elements: Submission to CSV Example, Submission Request, How it works, Request Info, Request Type, Select the type of request you want to create, DETAILS, HISTORY, INPUTS, REQUEST, TEST}

Create CSV Reports

{UI screenshot display: The screenshot shows the Mirata platform's data table profile, focusing on the configuration for data table schema, filtering, downloading, and uploading records. It highlights options for mobile client access and offline availability.; UI elements: Data Table Profile: Name (text field), Unique ID (text field), Description (text field), Storage Type (dropdown), Mobile Clients (toggle), Export (button), DETAILS (button), HISTORY (button), SCHEMA (button), RECORDS (button), DELETE (button), COPY (button)}

Data Tables in the Admin Tool

{UI screenshot display: The user is configuring a data table request action within the Mirata platform. They are selecting the type of request, with options including Add, Update, Delete, and Query.; UI elements: DATA TABLES: inactive, INTEGRATION ACTIONS: active, CONNECTION INFO LIST: inactive, DASHBOARDS: inactive, SCHEDULED JOBS: inactive, SUBMISSION QUERIES: inactive, LOG INFO: inactive, Data Table Request: visible, How it works: visible, Request Info: visible, Data Table *: visible, US States: visible, Request Type *: visible, Add: visible, Update: visible, AddUpdate: visible, Delete: visible, Query: active, QueryDelete: visible, QueryToCSV: visible, DETAILS: inactive, HISTORY: inactive, INPUTS: inactive, REQUEST: active, TEST: inactive, SAVE: visible}

Data Table Request

The screenshot displays the 'Testing - Data tables' page in the Mirata platform, showing a list of records related to tasks and equipment. At the top, there is a search bar labeled 'Search admin tool' and a user icon with the name 'Tim Weaver'. The main section contains a table under the heading 'Records' with columns labeled 'Record Key', 'Task', 'Task-Description', and 'Equipment'. Each row in the table lists a task with its corresponding description and equipment. Above the table, there are icons for adding, editing, and managing records, including a plus sign for adding new records, a pencil for editing, and a trash can for deleting. On the right, there is a 'Filters' button for refining the data view. The navigation bar on the left includes icons for different sections of the platform, such as dashboards and forms. The top right has tabs labeled 'DETAILS', 'HISTORY', 'SCHEMA', and 'RECORDS', with 'RECORDS' currently selected.

Pull Data from Data Table into Form List

The screenshot displays the 'Integration Actions' page within the Mirata platform, under the 'ADMIN' section. The page lists various integration actions in a table format with columns for 'Name', 'ID', 'Request Type', 'Last Modified', and 'Last Updated By'. Each row represents a different integration action, such as 'Add to Equipment Verification Record' and 'Send an Email', with corresponding details. The top right corner features a search bar labeled 'Search Integration Actions' for filtering the list, and a button labeled '+ ADD INTEGRATION ACTION' for adding new actions. The left sidebar contains navigation icons for different sections of the platform. The top navigation bar includes options for 'SECURITY', 'ADMIN', 'FORMS CATALOG', and a user profile menu.

Change History

The screenshot displays a section of the Mirata platform focused on data management within the dashboards feature. At the top, there are three tabs labeled 'Forms', 'Templates', and 'Dashboards', with 'Forms' currently selected, indicating the user is viewing forms. Below the tabs, there is a search bar labeled 'Search designer' on the right side, allowing users to search for specific designers. The table headers include 'Name', 'Modified', and 'Updated by', which are likely used to organize and display information about forms. On the right side, there is a dropdown menu with options 'Dashboard', 'Form', and 'Template', suggesting functionality to switch between different views or create new items.

Dashboards

Add Dashboard to User Group

The screenshot displays the 'Digital As-Built Checklist' page within the Mirata platform. At the top, there is a blue navigation bar with options including 'Digital As-Built Checklist Status,' 'Emergency Completion,' 'Inbox,' and 'Analytics.' Below the navigation bar, there is a search bar labeled 'Search inbox.' The main section shows the title 'F029-Digital_As_Built_Checklist' with a lock icon indicating restricted access. Next to it, there is a button labeled 'Print Or Download' for exporting the checklist, located to the right of the title. The central part of the screen prominently displays the heading 'Digital As-Built Checklist' within a bordered box, indicating the main content area.

Unassigned Rights

The screenshot displays the Organization Info section of the Mirata platform, where users can input and manage organizational details related to error notifications. The fields include Organization Name, which is filled with 'ACME', and Contact Name, which is currently empty. The Organization Timezone is set to 'Default (UTC)' with a dropdown option for selection. The Contact Email Address field is required, indicated by an asterisk, but is currently empty. The Error Notification Group field is set to 'Error Notification Group', and the Error Notification Action field is set to 'Error Notification Email', both with dropdown options. The Wait for Integration Action Responses field is set to 'Yes', also with a dropdown option. The 'SAVE' button is located at the top right corner of the screen, allowing users to save the entered information.

Wait for Integration Actions / Error Handling

Data Management

The screenshot displays the 'Integration Action' page for 'Email Completion (HOUND DEMO)' within the Mirata platform. At the top, there are navigation tabs labeled DETAILS, HISTORY, INPUTS, REQUEST, and TEST, with DETAILS currently selected. The main section includes fields for 'Name' with the value 'Email Completion (HOUND DEMO)', 'Unique ID' with a value that can be copied, and 'Action Request Type' set to 'Email Notification Request'. There is a 'Description' field, which is currently empty. Below, there is a 'Test Status' toggle with options for 'Test Mode' and 'Live Mode', with 'Test Mode' activated. A note explains that 'Live' will execute the request and log errors to the console. On the bottom left, there is an 'Export' button with a download icon.

Integration Actions

The 'Delete Submissions' screen in Mirata's Integration Actions feature allows users to configure an action for deleting submissions. At the top, there are navigation tabs labeled DETAILS, HISTORY, INPUTS, REQUEST, and TEST, with DETAILS currently selected. The main section is titled 'Integration Action' and includes several fields: 'Name' with the value 'Delete Submissions', 'Unique ID' with a pre-filled value 'acme-id.integration-action.delete-submissions', and 'Action Request Type' set to 'Submission Request'. There is also a 'Description' field for additional notes. On the right side of the 'Name' and 'Unique ID' fields are 'DELETE' and 'COPY' buttons for managing the integration action. Below these fields, there is a 'Test Status' toggle with options for 'Test Mode' and 'Live Mode', with 'Test Mode' currently active. A note indicates that 'Live' will execute the request and log errors to the console. At the bottom, there is an 'Export' button represented by a download icon, allowing users to export the configuration.

Submission Request Integration Actions

{UI screenshot display: The screenshot displays the 'Integration Actions' section within the Mirata platform's admin panel, showcasing a list of integration actions with details such as name, ID, request type, and modification dates.; UI elements: Admin menu: visible, Integration Actions selected. Search bar: visible. Add Integration Action button: visible. Table: visible, with headers Name, ID, Request Type, Last Modified, Last Updated By. Table rows: data present.}

Integrate with Mirata Data Tables

The screenshot displays the 'MDK Form Start' integration action page within the Mirata platform. At the top, there is a navigation bar with options for Security, Admin, Forms Catalog, and a user profile link for Chloe Padula. The main section is titled 'Integration Action' and includes fields for 'Name' with the value 'MDK Form Start', 'Unique ID' with a partially filled value 'acme-id.integration-action.mdk-form-start', and 'Action Request Type' set to 'Embedded Integration Event'. There is also a 'Description' field containing the text 'Notifies SAM + Forms that the form has been started'. On the right side, there are buttons for 'DELETE' and 'COPY'. Below these fields, there is an 'Export' button with a download icon. The page also notes the last edit date and time as '4/24/2025 04:36 PM by Chloe Padula'. On the left, a vertical navigation bar includes icons for different sections of the platform.

Configure MDK Integrations

The screenshot displays the 'Integration Data Mapping' section within the Mirata Forms Administration interface, specifically for configuring a 'Work Order ID'. At the top, there are tabs for 'Details' and 'History', with 'Details' currently selected. A 'DELETE' button is located to the right. The section titled 'How it works' explains the purpose of integration data mappings, including fields like Group, Integration, Type, and Definition. Below, there are input fields for 'Name', 'Unique ID', 'Description', 'Group', 'Integration', and 'Value Type', with 'Name' set to 'Work Order ID', 'Unique ID' as 'acme-id.integration-data-mapping.work-order-id', 'Description' as 'Work Order Number', 'Group' as 'SSAM Operation Context', 'Integration' as 'MDK', and 'Value Type' as 'String'. A JSON definition is shown at the bottom, detailing the integration data and type. The interface includes a navigation sidebar on the left with icons for different sections.

Map Data Into Forms through Integration Data Mappings

{UI screenshot display: The screenshot shows the 'Work Order Type' configuration within the Mirata platform, specifically focusing on 'Integration Data Mapping' settings. It displays details such as the unique ID, description, group, integration type, value type, and a definition section for data mapping.; UI elements: Work Order Type, Integration Data Mapping, How it works, Name, Unique ID, Description, Group, Integration, Value Type, Definition, DETAILS, HISTORY, DELETE, COPY, Export}

SSAM: Integration Data Mapping

The screenshot displays the SSAM UX Configuration page within the Mirata platform, specifically focusing on the 'Records' tab. At the top, there is a search bar labeled 'Search admin tool' and a user icon with the name 'Tim Weaver' indicating the logged-in user. The page is part of the Admin section, as highlighted in the top navigation bar. Below the page title 'SSAM UX Configuration' and a subtitle 'Record count: 2', there is a toolbar with icons for adding, editing, promoting, downloading, and refreshing records. The main content area is a table listing records with columns labeled 'Record Key', 'Initial', 'Evaluation', 'Binding', 'Default', and 'Display'. Each row represents a record, such as 'General Forms' and 'Work Order', with corresponding data in each column. To the right of each row, there are icons for synchronizing and deleting records. A 'FILTERS' button is located on the right side of the toolbar, allowing users to apply filters to the records displayed.

SSAM UX Functionality

The screenshot displays the 'Connection Info' page within the Mirata platform, which is part of the Admin section. This page is used to manage external connections for integrating with other systems. The interface includes a table listing various connections with columns for Name, ID, Connection Type, Authentication Type, Last Modified date, and Last Updated By. Each row represents a different connection, such as 'ks-odata' and 'SAP MS4 (VPC)', with details about their connection and authentication types. At the top right, there is a search bar labeled 'Search Connection Info' for finding specific connections, and a button labeled 'ADD CONNECTION INFO' for adding new connections. The button is located to the right of the search bar. The top navigation bar includes options for Security, Admin, and Forms Catalog, with the user's name, Adam Seidenfrau, displayed on the far right.

Establishing External Connections in Mirata

The screenshot displays the 'SharePoint Connection' page within the Mirata Admin interface, specifically under the 'Connection Info List' section. The page is designed to configure a connection to SharePoint. It includes a 'Connection Info' form with fields such as 'Name' for naming the connection, 'Unique ID' for specifying a unique identifier, 'Connection Type' with a dropdown to select the type of connection, and 'Base URL' for entering the URL of the SharePoint site. On the right side, there are tabs labeled 'DETAILS', 'HISTORY', 'AUTHENTICATION', 'HTTP REQUEST', and 'CONFIGURATION' for navigating different aspects of the connection setup. A 'DELETE' button is located at the top right of the form for removing the connection. Below the form, there is an 'Export' section with a download icon for exporting connection details. The left sidebar contains navigation options such as 'DATA TABLES', 'INTEGRATION ACTIONS', 'CONNECTION INFO LIST', 'DASHBOARDS', 'SCHEDULED JOBS', 'SUBMISSION QUERIES', and 'LOG INFO'. The top navigation bar includes options for 'Security', 'Admin', 'Forms Catalog', and a user profile menu for 'Samantha Flaim'.

Connect Mirata to SharePoint

Integrations

The screenshot displays the User Management interface of the Mirata platform. It features a table listing users with columns for Last Name, First Name, Nickname, Email, Provider, Last Modified, and Last Updated By. The table allows administrators to view and manage user details. At the top, there is a search bar labeled 'Search Users' for finding specific users. To the right of the search bar, there is a '+ ADD USER' button for adding new users. The left sidebar contains navigation icons for different sections of the platform, such as dashboards and security settings. The top navigation bar includes links to Security, Admin, Forms Catalog, and a user profile menu labeled 'Chloe Padula'.

Manage Security

Retrieve iOS Mobile Application Logs

The screenshot displays the 'Error Log' page within the Mirata platform, specifically under the 'Security' feature. At the top, there is a navigation bar with options for Security, Admin, and Forms Catalog, along with the user's name, Adam Seidenfrau, on the right. Below, the 'Log Info' section includes a 'Search Logs' panel where users can filter logs by 'Event Start Time' and 'Event End Time' using date and time selectors, 'User' with a dropdown showing 'Adam Seidenfrau', 'Source' with a dropdown defaulting to 'Any', 'HTTP Status Code' with a dropdown for selecting status codes, and 'Event Type' set to 'Error'. The 'SEARCH' and 'RESET' buttons are located on the right side of the panel. Below the search panel, the 'Records' section lists log entries with columns for 'Event Time', 'User', 'Message', 'Status Code', 'Provider', 'Event Type', and 'Id'. The entries show repeated error messages related to form loading failures, all associated with the user Adam Seidenfrau, and are timestamped on 5/19/2025. The 'Auto Update' toggle is available on the right side of the records section.

Error Logs

The screenshot displays the 'Organization' settings page within the Mirata platform, focusing on security features. The page is divided into sections: 'Info' and 'Summary'. In the 'Info' section, users can input or select details such as 'Organization Name', 'Contact Name', 'Organization Timezone', 'Contact Email Address', 'Error Notification Group', 'Wait for Integration Action Responses', and 'Error Notification Action'. Each field has a dropdown or text input for user interaction. The 'Save' button is located at the top right of this section. The 'Summary' section provides an overview of 'Total Users', 'Total Groups', and 'Total Roles', with respective counts displayed. Below, the 'Administrators' section allows for the addition of administrators with a '+' button. The page also includes a navigation sidebar on the left with icons for different sections, and a top navigation bar with options for 'Security', 'Admin', 'Forms Catalog', and user profile access.

Establishing Your Timezone

The screenshot displays the top navigation bar of the Mirata platform. On the left, the Mirata logo is visible. Next to the logo is a search bar labeled 'Search admin tool' with a circular information icon to its right. On the right side of the navigation bar, there are three clickable options: 'Security', 'Admin', and 'Forms Catalog', with 'Forms Catalog' being a hyperlink. At the far right, there is a grid icon, likely representing additional menu options or settings.

Promoting Forms Between Environments

Security

The 'Dashboard Assignments' screen in Mirata's Data Management feature allows users to manage dashboard assignments for user groups. It displays a list of dashboards with their names: 'associatedforms_dashboard', 'Form to Form Dashboard', and 'Copy of Form to Form Dashboard'. Each dashboard entry is numbered and includes an icon for reordering and a trash bin icon for deletion, located on the right side of each entry. At the top right corner, there are two buttons: '+ ADD' for adding a new dashboard assignment and 'CLEAR' for removing all current assignments.

The screenshot displays the top navigation bar of the Mirata platform. It features the Mirata logo on the left, followed by navigation links labeled 'associatedforms_dashboard', 'Form to Form Dashboard', 'Copy test is working', and 'Inbox'. These links are likely used to navigate between different sections or dashboards within the platform. The navigation bar is set against a blue background, indicating its role as a primary navigation tool for users managing digital forms and workflows.

Add Dashboard to User Group

Overview

How to Add Dashboard to User Groups

Reordering Dashboards