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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 comments • 1 person liked this • Last modified on 13 August 2018 in Beginner Guides
1 comment • Created on 23 November 2015 in Advanced 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 comments • 3 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 comments • 1 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 comments • 2 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 comments • 1 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
3 comments • 1 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 comments • 1 person liked this • Last modified on 17 August 2018 in Active directory
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...
2 comments • Last modified on 13 April 2018 in Infocapture