Blog Archives
Configure your unique identifier for each of your forms
Add your unique identifier that will increment automatically for each of your form! Are you in the habit of adding, to your final reports, an unique intervention number or a reference for a customer estimate? With Kizeo Forms, you will be able to configure it and no longer think about it! The record number. Each new saved data creates a record number you can use in your exported […]
First use: Your first steps with Kizeo Forms
From the App download to data entry and saving options on your mobile device. Here are the first steps with Kizeo Forms Stage 1. Download the Kizeo Forms’ App. Download the application on your Mobile device on the App Store (iOS) and the Google play (Android) Stage 2. Log in Kizeo Forms. Once the app is installed, open it. Log in with your personal login details […]
Creating and modifying a form
Here are the basics for creating your first form. stage 1. Go to “Create a form”. Log on to the online platform (Form builder) and click on ‘Forms’ and click on ‘Create a form’. Choose if you prefer create a new personalised form or use a template from the library. Kizeo offers some pre-built forms in its ‘Library’. They are common examples of what you can […]
Fill out a form from your computer on the platform
How to fill out a form from your computer (Web entry) Log in your back-office: www.kizeo-forms.com. Web entry: Fill out your form from the Platform. Select the “Fill out form” tab from the ‘Data’ menu. Select the form you want to fill out (in this example we chose risk assessment form’), and click the ‘OK’ button. You can also use the search bar tool to get the form you’re looking for: […]
Export your data in the format of your choice
Retrieve entered data with Kizeo Forms in the format of your choice: PDF, Word, Excel, CSV and automation. To export your data collected in the field by users, log in your Kizeo Forms backoffice: www.kizeoforms.com. Data saved on the server may only be retrieved once in one of the formats offered by Kizeo Forms. What format? For what purpose? Standard PDF: For printable reports. Our tutorial: Get the most […]
Customize your reports and e-mails with the tags
Each component of your form is defined by an item tag, for example ##contact##. The item tags represent the reference code for each element and allows you to customize your reports and your e-mails. The item Tags. To customize your Word, PDF, Excel files or your e-mails, you need to know the item tags of your element. Click on the pencil and go to the Help tab to find the item tags of your […]
Automatically sending your customized reports by email
Send reports by email from your smartphone with Kizeo Forms! Gets started now! Thanks to its options for sending an e-mail, Kizeo Forms allows you to distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You will save time, the need for call-outs and the responsiveness within your organisation. After this tutorial, the e-mail options will no longer […]
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 […]
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