Export and edit your data, input your forms on the web, re-send e-mails &c.
In your Back-office History you can export data, modify them after inputting, input forms from your back-office, re-send your e-mails, display your data on a map, make pushes, and so on. To find out more, read this tutorial! The detailed sections will show you all the functions of this page. If you just want to consult one function in particular, go to the tutorial for that function. A link will allow you to access the start of each part.
First, we will through the basics principles of the History tab: display settings, selection, search, overview and deleting data.
Always start by selecting the form on which you wish to work, clicking on the scroll-down menu ‘Select a form‘,
You can choose to narrow down your search by entering a specific time window (starting and/or ending dates).
Define the display settings for your data in History
It’s up to you to choose the elements to display in order to facilitate reading of your data or sort on screen. The configuration is done instantly and remains saved for your future visits.
It is possible to define the number of data to display on each page by clicking on the scroll-down menu ‘Display 10 elements’. You can choose to display 10, 25, 50, 100 or all.
The columns to be displayed in the History can be modulated using filters. Warning: this configuration will not affect export. Click on ‘Change columns‘ and tick or uncheck columns to be displayed or not to be displayed. Some columns will help you carry out your analysis (example: Status).
You can select one or several lines of data to export or delete it.
To select one or several lines of data, simply click on them. They will turn blue/Grey.
To deselect data, click on them again. They will turn white again.
To select all your data, click on the Select all button. They will then turn blue/grey.
To deselect all your data, click on the Deselect all button. All your data will then turn white again.
Search your data.
You have two ways of searching your data input.
First, using the Search bar where you can type any word present in a form (the name of a contact, an address, etc.).
Using the filters located above the columns: in this example, we want to export the data filled out only by ‘Senior technicians‘. So, we type ‘Senior‘ in the “Position” column:
You can see your data in web input format. To do so, click on the ‘Action’ button and then on ‘Preview’.
Here you will find all the forms input by the various users of your account.
In the left-hand part you can export data in PDF,Word or Custom-made Excelformat (if you have created it beforehand) and in Standard PDF format. All that is needed is to select the data and then click on action and choose the desired format.
In the top right part of your screen, you can export a group of PDF, Word, custom-made Excel or standard PDF forms. In addition, you can recover your data input in Excel list, CSV (custom or otherwise) or media format, or resend email form. All that is needed is to select the required data and then click on the Selection button and choose the format of your choice.
3. Edit/Modify your data.
When inputting data, you may be missing information or make an error. Here you can make alterations after input.
Warning: you must authorize modification of this form beforehand! When your create or modify your form, go to its Options, on Mobile tab, check ‘Enable editing of the form after its data entry‘. If you wish for all users to be able to modify data, tick ‘Authorize all users to modify other user’s information‘.
In your History, select the data to be modified and then click on ‘Action’then ‘Modify’ .
When modification is done, click on Save. These data will override the former data.
By default, this option is ticked when the form is created.
To find it, go to Options in your form and tick the “Allow data to be pushed to mobile devices” box. This option will allow data to be sent to your users’ mobiles.
Step 2: Pre-fill and send forms.
Three options are available to you. Option 1 should be preferred for sending small amounts of data. Option 2 should be preferred for sending large amounts of data at one. The third method provides an automated push, while using our Web Service. This method requires a level of skill in computer development. If you require more information, please contact our team on +33 4 90 23 67 60 or at email@example.com.
Option 1: Pre-fill a form through the ‘Fill out form’ option on the Platform.
When you have just a few forms to send to travellers, you can choose this option.
Fill in the number of lines to ignore on Excel/CSV. As a general rule, it is the first line that corresponds to the titles given in each column. The computer will not take this line into account.
Slide the fields to be pre-filled in the form from right to left.
Note: These same elements will be included in your Excel/CSV file. The order of fields must therefore be respected between this parametrisation process and your Excel/CSV file.
Note: The first field is ‘Recipient‘, and in your Excel/CSV file the first column will also be “recipient”. The recipient corresponds to the user ID.
Save the form after parametrising your options, so that they can be taken into account.
2. Create the Excel file to import .
Your Excel file must contain the columns corresponding to the import template defined in 1.
In our example:
Recipient, that is, the user identifier (ID).
Intervention address – Address
Intervention address – Zip
Intervention address – City
Intervention address – Country
Date of intervention
Then save this file, on your desktop for example.
Note for the Check-box element:Enter “true” in your Excel document if you want your box to be checked as ‘yes’.
3. Import the Excel file to send the forms.
On the History page, select the form on which you want to work.
In the top right corner of that page, click on the Import CSV/Excel button.
Choose your previously prepared Excel file by clicking on Browse or drag it into the window.
When loading is finished, click on the top right cross to quit. The file will be sent automatically.
Users will receive a notification advising them they received new forms to be completed.
Status of your ‘Push’.
Want to see if your user has received or completed the form? You can find this information in the History tab!
Add the ‘Status‘ column. You can also add the ‘Recipient‘ column.
Here, you can follow the change in status of all data:
: Normal input (not ‘pushed’) completed..
: Push present on user’s mobile but user has not yet acknowledged notification.
: Push awaiting recovery by user, user has acknowledged notification but has not yet clicked on the form located in the app inbox
: The user has completed input of the push.
You can sort according to status. You just need to click on Status and then click on: Completed, Recovered or Pushed (awaiting recovery by recipient).
Information : There is another method for making an automated push: using our Web Service. This method requires a level of skill in IT development. If you require more information, please contact our team on +33 490 23 67 60 or at firstname.lastname@example.org.
6. The Map tool.
The Map Tool displays one or more of your data from the same form on a map. For example, where your reports have been signed.
Step 1: Settings.
In Option, History tab, you must select from the scroll-down lists:
Title: this will determine the data name on the map.
Latitude & Longitude: the name of the geolocation field to be taken into account for locating the intervention.
Step 2: Display.
Return to your form from History. From here, you can:
Select several items of data following a sort.
No data (you will see a display of all your data).
Then click on Selection and then Map.
You can also set it up with ‘Satelite’ view:
Do not hesitate to comment on this article! All your questions, comments and suggestions are most welcome!