90 results found for tag 'infocapture'
Meetings
Download Overview An essential part of most meetings is taking minutes, in order to: Record summaries of discussions held Confirm any decisions made Record any agreed actions to be taken, who is res...
2 comments • Last modified on 13 April 2018 in InfoCapture
Mortgage Application
Download Overview Thoroughly documenting a customer's details is critical with processes as complex as mortgage applications. This form has over 230 fields, taking the applicant through a serie...
Expressions & Calculating Fields in Infocapture Endorsed
If you have a query about expressions, please raise a support ticket for the team to assist your further :) Introduction Expressions can be used within Infocapture, to produce calculated values. The...
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...
Infocapture report building
Creating a report - Start to finish Please ensure your permissions settings are correct, this is covered here. Firstly you will need to identify the objective of the report, in this example, we will...
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...
Infocapture report permissions
Included in this article: Report permissions (part 1) Report permissions (part 2) 1- Report permissions (part 1) As standard, all users will have the reports icon in the front end of InfoCapture: In...
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...
Infocapture Form building Webinar- Part 1
This video is from our webinar hosted by Michael Hassman on the 9th of July 2020.
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 ...
Testing InfoCapture forms
In this article, we are going to demonstrate the quickest and most effective way of testing InfoCapture forms. This can be useful if you have a form that is live, would like to make changes but want...
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...
Infocapture webinar part 3
This is the 3rd webinar in our Infocapture series.
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...
How the 'Open Items' Component Works
Introduction The Open Items component generates a list of InfoCapture tickets that require action, defined as 'In Progress'. This can be set by administrators to populate with tickets from...
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...
Customer-Built Plugins
Introduction Please note: This article only applies to customers who host their Claromentis intranet on their own server (on-premise). We’re making some changes to our framework that will affect leg...
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...