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Tutorials

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First steps

Getting started

• Kizeo Forms Pre-requirements: iOS, Android and Windows
• Kizeo Forms and the language settings
• Creating and modifying a form
• First use: Your first steps with Kizeo Forms
• Back Office Tips!
• The Subscription Page
• How to adapt your forms to make them conform to the GDPR?

Form fields

Basic fields

• Understanding and using the Choice element
• Understanding and using the Reference element
• Understanding and using the Attached file field
• Understanding and using the Fixed file field
• Understanding and using the Calculation field
• Understanding and using the Table element.
• How to calculate the number of lines in your table?

Smart fields

• Understanding and using the Photo element
• Secure your form using the signature element
• Understanding and using the NFC tag element
• Understanding and using the Geolocation element
• Understanding and using the Drawing element
• The sketch element
• Understanding and using the Barcode element

Advanced options

• Go further in customising your forms
• The ‘Visibility’ condition options.
• Understanding the element options
• Set up Input Mask (Regex) on Kizeo Forms to prevent transcription errors
• Create regular expressions to check the complexity of passwords!
• The Separator: organise your forms!

External lists

First steps

• Understanding external lists
• How To Use The External List Page
• Creating An External List From Excel And Importing It
• How To Use The Code List
• How to view suggested lists on your form?

Type of lists

• Understanding and using the Referential list
• Understanding and using the Hierarchical list
• Understanding and using the Filtered list
• Understanding and using the Referential-Hierarchical list

Advanced options

• How to retrieve and analyze your form data from the History tab of the Platform
• How To Filter The External List Display While Filling Out a Form
• How To Update An External List Using Kizeo Forms’ API?

User management

Creating a User

• Understanding the Users page
• Group of users and Group leader
• Users’ rights: Manage the rights of access to your forms
• How to create or add a new user
• How to Restrict some Users from Saving a Form

Account settings

• The Customizable User Fields
• Build and Share your Library Kizeo Forms!
• The different statuses to manage your Kizeo Forms account
• How to set up form validation on Kizeo Forms?
• Transfer & share forms with the shared group

Data transformation

Customise your data exports

• Customize your reports and e-mails with the tags
• Custom-made Word/PDF: Customize your reports entirely!
• Custom-made Excel/PDF: Customize your reports entirely!
• Customize your tables in your Word and Excel reports
• Add your company logo on the Standard PDF document, the form as well as your custom reports!
• Customise the name of the exported photos

Advanced customisation

• How to hide or display a block of paragraphs in your custom-made Word?
• Block Tags or Paragraph Delete Option?
• How To Display Checkboxes In Your Reports
• In a custom report, how to display different formatting in a table, based on the input on the mobile?
• How To Adjust The Settings Of Your Pictures In Reports & E-mails
• Get automatic timestamp and geolocation of each element in your custom-made reports
• Get the date and time automatically in your reports!
• How to obtain the geolocation in a personalized report?
• Tags related to the recipient of the pushes

Email scenarios

• Automatically sending your customized reports by email
• How to send custom reports easily by email to multiple recipients?
• How To Configure Different Email Scenarios
• Automatically send an email to the field manager upon form completion

Helpful hints

• Get the most out of the standard PDF
• Analyse your data with graphs!
• What to do if your custom report does not work?

Form filling

Building blocks

• How to use Kizeo Forms application in 3 steps
• Fill out a form from your computer on the platform
• The Kizeo Forms app detailed
• Offline forms, a considerable asset

Options

• Form Search Option On Your Mobile Device
• Sorting options on the mobile (title, subtitle and data).
• Configure your unique identifier for each of your forms
• The Kizeo Forms settings: The mobile tab

Customisation

• Customize your app: Choose a colour theme
• Customize your application: Add your logo
• Organise your forms easily in headings!
• The Kizeo Forms settings: General options tab

How to

• How to resolve Connection problems on the Kizeo Forms App?
• Save your form or Draft?
• How To Open Google Maps From The Kizeo Forms App
• How to use the offline speech recognition on Samsung devices
• Generate a link to open Google Maps directly from the form
• Delete the data sent from the mobile application

Data transfer

The Push - Getting started

• The Push: Send pre-filled forms to your field workers!
• How to map your ‘Push’ on your mobile?
• The Kizeo Forms settings: Imports (Push) tab

The Push - Advanced

• Transfer of data between users of the same account (mobile to mobile)
• Advanced Push: Send pre-filled forms with a table to your field workers!
• Push planning: View your pushed data in the form of a schedule

Exports

Export your data

• Export your data: the Excel list format
• Export your data in the format of your choice
• The Kizeo Forms settings: The Exports tab
• The Multi-Export: edit and use several Custom-made Word and Excel
• Kizeo Forms option: edit the name of the exported file.

Integration

Integrate your data

• Store your forms in your Dropbox account!
• Share your files on a FTP server!
• Automate Your Business Processes By Integrating Kizeo Forms Into Your Information System
• How to store and organize your custom reports within your Dropbox account
• Integrate Kizeo Forms In Your Information System
• How to get started with our API
• Do you know how to retrieve the data from a form with our API?
• Kizeo Forms Documentations
• How to access your documents stored in Google Drive from the Kizeo Forms application?