06Oct, 2016
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Transfer of data between users of the same account (mobile to mobile)

Kizeo Forms users can transfer forms to other users of their account.

Step1: Activate the transfer option.

  • Go to the general options of your form.

Go to your form general options.

  • In the Mobile tab, check the function allowing the transfer.

Check the "allow data transfer between users" box option.

The activation of this option will display a new Transfer button in the mobile application as well as on the web entry.

Step2: Manage the rights of transfer.

  • Go to Configuration -> Forms -> Rights

In this window, you can:

  • Decide whether your user or group can receive transfers by ticking (or not) the checkbox Can receive a transfer.
  • Decide whether your user or group can only transfer by checking (or not) the checkbox Transfer only.

Manage the rights of transfer

Note: By default, all of your users have access to the forms. Go to the Configuration menu -> Application -> Right tab and uncheck the box if you want to disable this option.

To learn more about User’s Rights, do not hesitate to check our tutorial.

The transfer rules.

With the Customizable user fields, you can filter your user list for transfer.

Create your Customizable user fields:
  • Go to kizeoforms.com-> Configuration -> Application ->  Customizable user fields.
  • Here, you need to complete the Customizable User Fields. Each fields allow you to add other fix values to each user.

In the example below, we completed 4 Customisable User Fields: Country, Region, Customer and Status.

we completed 4 Customisable User Fields

  • Do not forget to click on Confirm.
Fill the Customizable user fields:

The previous action has allowed the creation of new fields in the user sheets.

  • Go to kizeoforms.com-> Configuration -> Users.
  • Select a user by clicking on modify or add a new user.
  • Complete the fields newly created. You do not need to complete all of them. In our second example, only two fields are completed.

Complete the fields newly created

Tips: The administrators of the account can entry or modify a customizable user field en masse.

  • Select one or more user.
  • Click on Change the user fields.
  • Once your input done, click on Confirm.

The administrators of the account can entry or modify a customizable user field en masse

Assign your filters.

  • Go to the management page of your forms: Configuration -> Forms and click Rights, Additional Transfer Rules tab.
  • Click the drop-down menu to add one or more filters.

From now on, only users with the same customized user field will be able to transfer forms.

Additional transfer rules

For example, Lena, with its own filter for Country = England and Region = East of England, will only see in its user list for the transfer that people with the same filter as Country = England or Region = East of England.

  • By ticking the check box, all conditions must be checked, you can decide whether only one or all of the filters must be complied with.

Additional transfer rules

In our example, Lena will only be able to see, in its user list for the transfer that people with the same filter as Country = England and Region = East of England.

Practical case 1 – Tansfer of forms betwenn mobiles.

Jack conducted a security report using Kizeo Forms. His entry must be confirmed by his colleague Jeff.

Transfer option displayed on mobile.

 

Jack makes his data entry then clicks on Transfer. He chooses Jeff in the user list.
Jeff, Jack’s colleague, is immediately alerted by a notification on his mobile.
Kizeo Forms opens in the ‘Reception box’ tab.

Find your transfered data in your 'reception box'.

Jeff clicks on Jack’s form to continue the entry.
Once the entry has been made, he can either transfer again or save the form.

 

Practical case 2 – Send data from the office to the field.

This is what is called the ‘Push’. Go to our tutorial for more information.

 Do not hesitate to comment on this article!
All your questions, comments and suggestions are most welcome!

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