Category Archives
Email templates and redesign of the Users page!
With the last update of your back office, the Users page has been completely redesigned and, following the multi-export, you can now configure several scenarios of email with their own custom reports! The email template! From now on, you have the possibility to set different email template. For example, after the intervention of your technicians, you want different emails to be sent automatically with their custom-made documents: […]
In a custom report, how to display different formatting in a table, based on the input on the mobile?
In your custom-made Word, by using the block tag between the table rows, you can change the display according to your data collected on the ground. Goal: You are a landscaping company and you need to know quickly where you have to send your teams in intervention. At first, your employee visits different residences to check the conformance of the green areas by taking photos […]
Create regular expressions to check the complexity of passwords!
One of the fundamental points of computer security is the password. It may be useful to help administrators and group leaders by encouraging them to use a complex passwords. These steps below will help you create a process more secure with regular expression (or Regex). The code presented would then be used for letting the user change their passwords. Presentation : The key to strong password construction comes […]
Analyse your data with graphs!
You can exploit and analyse your data with different graphs: pie chart, bar chart, line chart and curved line chart.You can moreover add your graph to your custom-made Word or Excel! Example to help you learn to Analyse your data. To establish orders, we have a purchase order form. In this form, we can find this following information: shipping method, sub total, date, type of client… […]
How to hide or display a block of paragraphs in your custom-made Word?
The Block tags enables you to display or hide a part of your Word document, which may contain text, tables, images, etc. General rules: It can be configured with all fields. It is only available for your custom-made Word. It is always on a separate line that will never be displayed. Note: Block tags do not work in the header of the Word document. It is always built in two parts to frame the table or the block of paragraphs […]
How to delete the title and several items according to your input in your customized report?
As a reminder, with the block tag you can customize your report according to your input ! These tags work only on the Word and its custom-made PDF. In your custom-made Word, you have a checkbox list and you want its title to be visible only if one or more check boxes are checked. This is quite possible using the block tags! From the Back-Office: Add […]
How to send custom reports easily by email to multiple recipients?
Distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You would like to send your custom reports by e-mails to your customers or partners? Save time with Kizeo Forms by sending your data, in the form of your choice to your recipient(s)! With a list or choice field. You can define a list of contacts for sending e-mails. This list […]
Advanced Push: Send pre-filled forms with table to your field workers!
This tutorial is based on the “Push” tutorial. If you do not know what the push is, we recommend you to consult our tutorial: Send pre-filled forms to the field workers. Generally for a transfer, only fields outside a table can be filled via a push. But it is now possible to pre-filled tables using Excel sheets. For the same push, it is also possible to […]
Build and Share your Library Kizeo Forms!
Save time by building your own Library in order to share forms with other administrators and group leaders or reuse their owns. it is could be useful for big accounts. You can also preview and test forms before adding to your account. Preview and test Forms before adding to your user account. Build your Business account’s Library. Add a form to your Library. Modify an information […]
The Multi-Export: edit and use several Custom-made Word and Excel
The Multi-export allows you to create and use several custom-made documents (Word, Excel and PDF). For example, you can: Create a template for you customer, your supplier and your partner, with their own data. Edit a template for every year. Build a document with colour codes. Once you filled the form, you will only have to export your data with the appropriate template and send it. […]
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