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How to apply a new Claromentis license to an On premise system

Introduction This article details how to apply a new Claromentis license to an existing Claromentis system. To request additional user licenses, please submit a request using this form: https://disc...

0 comments1 person liked this • Last modified on 30 November 2023 in Technical Documentation

How to Publish SCORM Content in Articulate Storyline Endorsed

This guide shows you how to choose the right settings for publishing SCORM content in Articulate Storyline, so you can upload it to the Learning Management System Module in Claromentis. Creating SCO...

1 comment1 person liked this • Last modified on 1 December 2023 in Learning & Courses

Understanding InfoCapture Database Tables

Overview Infocapture projects and tickets are stored within the Claromentis database, this guide is designed to help you navigate around both MySQL and MS SQL tables should you need to access Infoca...

0 comments1 person liked this • Last modified on 30 November 2023 in Advanced Guides

HR Tool Initial Setup and Configuration

Step 1: Set up HR Administrators After installation, the only user who can access the HR Admin panel is the user with ID:1 which is typically the Claromentis Administrator. As part of the on-boardin...

0 comments1 person liked this • Last modified on 30 November 2023 in HR

OAuth2 Applications module walkthrough

Overview OAuth2 Applications module is developed to enable access to third-party applications through Claromentis intranet. In this walk-through, we are using ‘RocketChat’ which is located on a fict...

0 comments1 person liked this • Last modified on 30 November 2023 in System Admin

Claromentis Supported Versions

Claromentis Discontinuation Policy Each release of Claromentis is fully supported for minimum 1 year from the initial stable release. During this period bugs and security issues reported are fixed a...

4 comments2 people liked this • Last modified on 22 May 2025 in System Admin

Creating a large form via CSV import

When creating a large form with many fields, it can be quicker to add the fields via a CSV, instead of individually creating fields in the usual fashion. This can also be used to copy a form between...

0 comments2 people liked this • Last modified on 19 July 2023 in Advanced Guides

Embedding Search Form onto another Site

Overview Embedding Intranet Search lets you include a search form on your website to help your visitors find the information they're looking for which are stored within the Intranet or Knowledg...

0 comments1 person liked this • Last modified on 6 December 2023 in Search

Infocapture: Edit project properties

Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...

5 comments • Last modified on 15 March 2024 in Beginner Guides

Infocapture: Creating a new form

First create a new project From Admin > Infocapture a new project can be created (in which your form will reside in) Follow the guide here to fill out all the necessary information to create the ...

0 comments2 people liked this • Last modified on 30 November 2023 in Beginner Guides

InfoCapture Project Permissions

Project Roles Head to Admin > Infocapture > Your Project > Project Permissions > Project Roles Project roles are the collections of users who have the same level of rights across the pro...

1 comment • Last modified on 25 March 2025 in Beginner Guides

Infocapture Statuses

While some InfoCapture projects' purposes are just for data collection, others may have a more comprehensive workflow to adhere to and in InfoCapture statuses define the stages tickets will mov...

0 comments1 person liked this • Last modified on 21 June 2023 in Beginner Guides

Infocapture: Field Condition Sets

With every form you make, you're extremely likely to be working with Field Conditions (Also known as Field Condition Sets) and Triggers. They are the ways in which you specify when you want you...

0 comments1 person liked this • Last modified on 21 June 2023 in Beginner Guides

Holiday planner drop in recording

Recording of the holiday planner drop-in session from the 11th of July 2018. Includes creating of new holiday day types, setting zones and groups, common holidays and users quota. From the front end...

0 comments1 person liked this • Last modified on 30 November 2023 in Holiday Planner

Infocapture: Triggers

Triggers are similar to field condition sets in that they are denoting conditions under which something should behave in a specific way. The difference is that triggers may be transitional states. D...

0 comments • Last modified on 21 June 2023 in Beginner Guides

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...

0 comments • Last modified on 31 October 2023 in Beginner Guides

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...

0 comments1 person liked this • Last modified on 21 June 2023 in Beginner Guides

InfoCapture SLAs

The SLA system makes use of 'Traffic Lights'. Consider traffic lights to be similar to the 'status' of a form, but one which is only ever controlled automatically. An SLA is used...

0 comments • Last modified on 21 June 2023 in Beginner Guides

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...

0 comments • Last modified on 22 February 2024 in Beginner Guides

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...

0 comments • Last modified on 30 July 2024 in Beginner Guides