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Customisation: Custom messages

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 'ticket�...

0 comments1 person liked this • Last modified on 13 August 2018 in Beginner Guides

Expressions in Infocapture

Introduction Expressions can be used within Infocapture, to produce calculated values. These expressions should be defined as the default value of the field which should store and display the calcul...

3 comments3 people liked this • Last modified on 9 August 2018 in Advanced Guides

Converting text string date and time

When running infocapture report, you will find that the date and time are displayed in YYYYMMDDHHMMSS format for example: 20151119193000 Date and time format are vary depending which country. This i...

0 comments1 person liked this • Last modified on 29 January 2018 in Advanced Guides

Using Excel formulas to replace data with Infocapture list values for CSV data imports

When preparing to import information into Infocapture, data must be prepared in a way that the software will accept. If your form has a list, Infocapture will expect the select list ID values, rathe...

2 comments2 people liked this • Last modified on 23 February 2018 in Advanced Guides

Infocapture Glossary

Infocapture Glossary BPM Business Process Management Codename The standard URL to access the front end of an Infocapture project is http://yourdomain/intranet/infocapture/project.php?project_id=X A ...

0 comments • Last modified on 13 August 2018 in Beginner Guides

E-forms and Workflows designed by Claromentis

Process Implementation Whilst it is entirely possible for Administrators to create these E-forms and workflows, they may not have time. That’s where we come in! We can work with you to streamline yo...

0 comments • Last modified on 9 August 2018 in Beginner Guides

Behaviour: Field Visibility

Understanding Field Visibility Field Visibility, also known as Field Permissions, is for controlling when parts of your form should show and hide, and when they are editable. You will be able to set...

0 comments1 person liked this • Last modified on 14 August 2018 in Beginner Guides

Behaviour: Workflow

Understanding Project Workflow Project workflow may 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 issue. Wo...

0 comments • Last modified on 14 August 2018 in Beginner Guides

Project Options: Statuses

While some Infocapture projects may be used only for data collection, others may have statuses defined. Statuses may be as simple as... New > In Progress > Closed ... or may be much more compl...

0 comments • Last modified on 14 August 2018 in Beginner Guides

Improving Employee Communications at HSBC

When you're given the opportunity to glimpse the communications function of a global organisation like HSBC - it can be fascinating. With 295,000 employees in 9,500 offices, how did HSBC’s comm...

0 comments • Last modified on 17 August 2018 in Advice, Guidance, Tips

Key Components to Intranet Success

Your successful intranet will provide employees with an engaging workspace to efficiently complete their daily tasks and securely collaborate with colleagues. But how can you make your intranet a su...

0 comments • Last modified on 17 August 2018 in Advice, Guidance, Tips

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Calendar Start Day ( Sunday vs Monday)

3 comments1 person liked this • Created on 25 March 2015 in Calendar

Active Directory Group Synchronisation

If your organisation runs Active Directory and its groups and users meet your business needs, synchronising with Claromentis system groups makes perfect sense as it reduces maintenance and complexit...

0 comments1 person liked this • Last modified on 17 August 2018 in Active directory

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Event/Session planning

1 comment • Created on 16 February 2016 in Events

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Middle Initials

3 comments • Last modified on 7 October 2016 in Events

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Knowledgebase - Linking Articles

1 comment • Created on 20 April 2017 in Events

How to Create a Board in Forums

How to Create a Board in the Forum application Introduction The Forum application allows users to participate and contribute in discussions. With the use of permissions, there is complete control ov...

1 comment • Created on 28 April 2014 in Forum

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Meaning of Project Statuses

2 comments • Last modified on 13 April 2018 in Infocapture