90 results found for tag 'infocapture'
Send in system Infocapture notifications
Overview By default, InfoCapture notifications are sent by email. This is intentional so that users don't miss important notifications triggered by an InfoCapture project, regardless of their n...
InfoCapture: Automatic Changes
(Automatic changes were previously called 'Dynamic Field Changes' in pre-v8 Claromentis versions) Automatic changes use triggers to change the value of a field in a form. The most common u...
InfoCapture scenario: Creating time-based triggers
Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...
Infocapture: Field Visibility
Field Visibility sets are for controlling when parts of your form should show and hide, and when they are editable. Different rules can be set per project role. This is achieved by grouping the fiel...
Infocapture Components
Introduction In this guide, we will give you an overview of all the available InfoCapture components that can be added to your pages. Each component serves a different purpose and will provide diffe...
InfoCapture SLAs
The SLA system makes use of 'Traffic Lights'. Consider traffic lights to be similar to the 'status' of a form, but a label which is only ever controlled automatically. An SLA is ...
9001 - Complaint Form
Download Overview This is a form and a process which will allow you to track and manage client complaints successfully. A complaint is when a customer brings a problem to the organisation's att...
InfoCapture Workflow
The workflow section of a form is completely optional. It can be used to restrict who is able to change the status, what they are allowed to change it to and at what point during the lifecycle of an...
9001 - Lessons Log
Download Overview This is a simple form which supports a structured discussion and recording of a "Lessons learnt" activity. This can be as part of a process to review how things went afte...
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
InfoCapture best practices: Investigative Tools
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. Below are some best practice tips for administrators or respo...
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
InfoCapture: Constraints
Constraints are rules applied to form fields to define how data can be entered into them. This is an optional feature utilised to suit certain form purposes but likely isn't required for every ...
InfoCapture List Options
This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...
InfoCapture: Troubleshooting notifications
Notifications are a crucial part of many InfoCapture projects, so it can be frustrating if these do not appear to work in the way you were expecting. This guide will cover how an administrator can i...
InfoCapture Custom Phrasing
Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...
Introduction to Infocapture
What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...
2 comments • Last modified on 13 April 2018 in InfoCapture
Infocapture Database Structure Explained and How to use BI Business Intelligence (BI Tool)
Overview A simple guide to help on-prem clients to integrate InfoCapture with their existing BI (Business Intelligence) software. InfoCapture provides an easy and quick way to create eform, capture...