Category Archives
4 tips to use Barcodes and QR codes in your reports
Have you successfully digitalized your projects? Do you use your smartphone coupled with Kizeo forms to scan your barcodes or QR-codes? You’ve come to the right place! Discover our tips to: Obtain additional information after scanning a barcode Generate barcodes and/or QR codes in your customized reports. Time stamp and geolocate your scans, Transform form entries into barcode/QR codes in your export. How to obtain […]
Useful tips to remember before deleting a field from your forms!
Do you need to modify your forms by deleting or replacing some obsolete fields? You’ve come to the right place, this article will answer all your questions! First of all, it must be understood that deleting a field means that the information previously entered in that field is no longer available. You will lose all the information entered in the field in the past three […]
Archive your forms by following a few simple steps!
Do you know how to archive your forms? This trick will allow users to retain access to the data of a form, while preventing data entries. Our Tips and Tricks will be useful in case of modification or migration of your form. The first option to archive a form, is to remove the access rights of your users (see the tutorial on user rights). However, this […]
Do you know how to retrieve the data from a form with our API?
If you want to retrieve data entered in your forms and automatically integrate them on your CRM, ERP or any other business software, it is essential to go through our API. The process is simple but requires a precise protocol to be followed. This process is similar to the process used when you go through the Kizeo Forms online platform. 1 – Retrieve your temporary […]
Customize your tables in your Word and Excel reports
Do you use the table element in your forms for your purchase order or inspections? Learn how to format it in your Word and Excel templates to customize your reports. The “Excel/Word Table” form has been added to the Kizeo Forms library to illustrate the examples below. Tip #1 Formatting in Word. Row data Insert a table with as many columns as you need and […]
How to resolve Connection problems on the Kizeo Forms App?
If you have trouble logging into your Kizeo forms account, there may be several reasons for this. Here are some suggestions why you can’t access your account: Password problem. The administrator has not checked the “user” box. The license has expired. There is more than one user connected per license or several simultaneous connections. There is no Internet connection. Password problem. If you remember your […]
Add your company logo on the Standard PDF document, the form as well as your custom reports!
Do you know that you have the possibility to add your logo on the Kizeo Forms application? You can add your logo on the Standard PDF document, the form as well as your custom reports. TIP 1: Add your logo to the Standard PDF Document and in the app To do this, on your administrator account, go to the My account settings -> Logo -> […]
Automatically send an email to the field manager upon form completion
Do you want to automatically send an email to the employee’s direct manager during a new registration? Find out how, using customizable user fields, add one or more email addresses and automate sending! This tutorial discusses advanced concepts of Kizeo Forms like: Customizable user fields Sending email to multiple recipients If you are not familiar with the above notions yet, we recommend that you first […]
What to do if your custom report does not work?
Your personalized report does not appear as you wish? Information is missing? To make it easier for you to improve it, find below some tips! Tip #1. Analyze your model From the options on your Exports tab form, you have the option to analyze your document. This function allows you to easily identify correctly entered tags and those that simply do not exist. For this […]
How to set up form validation on Kizeo Forms?
In this tip, we explain how to set up one or more supervisors, who will validate the registration of data in Kizeo Forms. As a result, your employees in the field can only transfer the information to their manager. This tutorial discusses advanced concepts of Kizeo Forms such as: Custom user fields Advanced transfer The visibility If you do not know the above notions yet, […]
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