When you export your data, the name of the report is the name of the form by default. In this tutorial, you will discover how to edit the name of your exported file. This customisation will be effective on custom-made reports (Word, PDF and Excel) and on the Standard PDF. Configuration to edit the name of the exported file. Go to the creation / modification area of […]
The Kizeo Forms Exports tab brings together the options that let you personalise your final reports. Using this Kizeo Forms Exports tab, you can rename your export files, choose the text to display for the check box, organise the display of your CSV and Excel list and finally import custom-made Word and Excel template. Select a form by clicking on Modify or create your new form. Go […]
The import (Push) tab gathers options that define your import model to pre-fill form through CSV or Excel file. When you have lots of forms to pre-fill, we recommend this option. Much more practical! Go to your form general Options, then in the tab Imports (Push). Pre-fill form: Set up the import model. Here you will define your import Excel/CSV model to “push” data. Slide the fields to be pre-filled in the form from left to […]
Users work in a remote area and don’t have any WiFi or 3/4G connection. No worries! They can use Kizeo Forms, even with the Airplane Mode on! No internet connection needed to use Kizeo Forms! Check out how to get started with Offline forms Step 1. First connection and upload of the forms Whilst connected. In order to use Kizeo Forms offline you must connect at least once. […]
Manage the way your form works, on your mobile. The Mobile tab contains the full range of features that help decide how your forms will work on your mobile: enable editing of the form after its data entry, allow all users to view the history, authorise all users to modify other user’s data, allow data transfer between users, allow push of data, check mandatory fields while transferring and Allow to copy the […]
With Kizeo Forms, you have the possibility of classifying your forms into various headings in order to organise your forms by categories or by groups of users. This allows you to find them more easily! These sections also appear on the mobile application. Organise your forms! Go into the options of your form, General tab. Fill in the “Heading” field. When you have created your sections, […]
Share your files on a FTP server: The FTP server is a centralized platform for all kinds 0f documents. You can organize and sort your files in folders. Unlike attachments to emails, the FTP is a scalable file-sharing solution. To share your files on a FTP server, Step 1: Configuration of the FTP server With Kizeo Forms, the FTP option enables you to share files (CSV, XML and media types) on […]
An Input Mask refers to a string expression, defined by a developer, that governs what a user is allowed to enter in as input in a text box. It can be said to be a template, or set format that entered data must conform to, mainly used for the purposes of data integrity by preventing transcription errors. Enhance data integrity by preventing transcription errors! Step 1 : Define your input mask. […]
The separator is an item that allows you to separate your form into severals blocks. It will help you organise your forms. Example. You are an owner of a garage; you wish to fill in a customer file for each repair. For clarity in your form, you want to structure it by types of information: customer information, vehicle identification and intervention. In the back office. Go to […]