90 results found for tag 'infocapture'
Highlighting InfoCapture ticket colours by status, assignee or field value
Overview You can assign a colour to ticket status by navigating to: Admin > InfoCapture > {YourProjectName} > Statuses The status name will be highlighted according to the colour you have s...
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...
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...
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...
InfoCapture scenario: Creating additional notification recipients
Introduction In our Discover tickets, you may have noticed the Additional Notification Recipients fields where additional users can be notified about a ticket via email. The Additional Notification ...
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 best practices: Administrator top tips
InfoCapture is a substantial and powerful tool that can manage your information processes effectively when used correctly. We appreciate there is a lot to get to grips with in InfoCapture and its pa...
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 - Internal Audit
Download Overview The internal audit form allows you to schedule your regular Internal Audits and record the outcomes and follow-ups from each audit. This is a very transparent way of showing how yo...
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 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: Making changes to an established form
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. An established form is one that has been in use for a period ...
InfoCapture 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 �...
Deleting tickets in InfoCapture
Infocapture tickets can be deleted individually, in batches using the built-in facility or in bulk via CSV. Vigilance around any deletions is required by the team member performing them as once dele...
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...
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 • 1 person liked this • Created on 17 January 2017 in Events
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...