Category Archives
The Kizeo Forms app detailed
“Update”. You can update your forms manually so that any changes made on the back-office is taken into account on your app. Forms updating is also automatically processed when opening the app, though you can « Cancel » it. “History”. Draft: This is where you find data you saved when clicking ‘draft’ (as opposed to ‘save’) at the end of the form. You can reopen it and modify it […]
Understanding and using the Referential list
Referential list: Allows several fields to be linked to a list. During entry, when an item is selected from this list, the data linked to that item will be automatically inserted into the field provided for that purpose. The field for this automation is the Reference field (Calculation field always allows it). The goal is to prevent the application user from entering data already known […]
Understanding external lists
When you create a form, you may have to use the same list in several elements of your form or you may even use it in different forms. With Kizeo Forms, you can create a list that you can re-use multiple times. They are called external lists. Different kinds of external lists. Kizeo Forms has several kinds of lists: The regular List: it is just a […]
Understanding and using the Hierarchical list
A Hierarchical list is a list that allows you to sort your information by categories. You can create up to 9 different levels. For instance, you can create a list with countries, states and cities. In the first level of your list, you select the ‘country’. When selecting it, you will go the the second level which is ‘States’, you select one. And finally you will access the third level which […]
The Push: Send pre-filled forms to your field workers!
Discover how to send your pre-filled forms from the office to the mobiles of your field workers, and follow the status of your ‘Push’ (forms transfered). Want to pre-fill forms and send them to your field workers for them to complete it? Got a job list for the day with information upstream from these jobs? Want to send these jobs to your onsite staff or filed […]
Understanding and using the Choice element
The “choice” element enables the app users with a direct preview of a list on their mobile device. This is very useful for surveys, questionnaires and short choice lists. A Choice list may be single, multiple or ranked. For example: being the owner of a cinema, you want to improve your establishment in order to better respond to the expectations of your customers and so you conduct a survey. […]
Secure your form using the signature element
Signature element to prevent any change to your form after it has been signed and saved. With Kizeo Forms, the user and the customer will be able to sign reports when onsite using the signature element. Furthermore, this signature can lock the form. Securing a form containing signatures prevents it from being changed once it is signed. In fact, if the user attempts to change it, the […]
Understanding and using the Table element.
The Table element allows you to repeat the same information request in a single entry. It can be useful in various cases: time tracking, inventories, order forms, etc. For example, you are a team leader. With Kizeo Forms, you make reports of your monthly meetings with your employees. You need the following information: name of participants, presence or not for each participant, etc. However, you […]
Understanding the element options
Each element of your form has a number of possible settings: features, visibility, advanced options, display options and help. The options that will be detailed in this tutorial are to be set in each element that makes up your form. You can do it by clicking on the pencil icon next to the various elements. Element options: General properties Under the Features tab, you will find various options relating to the […]
Understanding and using the Drawing element
The Drawing element allows the user to make a sketch, take a photo or choose a picture from a mobile device (Photo Library) and then annotate it to report a problem, for example. Example. You are a real estate agent and you make an assessment of the apartments that you rent. The drawing field is a tool that you can use when you notice a […]
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