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...

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

0 comments1 person liked this • Last modified on 8 March 2024 in Advanced Guides

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 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 ...

0 comments • Last modified on 7 December 2023 in InfoCapture

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 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...

0 comments1 person liked this • Last modified on 5 November 2024 in InfoCapture

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

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...

0 comments • Last modified on 30 November 2023 in Compliance Templates

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...

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

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...

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

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...

0 comments • Last modified on 6 January 2025 in Beginner Guides

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 ...

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

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 �...

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

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...

0 comments • Last modified on 3 January 2024 in Advanced 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

asked...
Middle Initials

3 comments • Last modified on 7 October 2016 in Events

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...

0 comments2 people liked this • Last modified on 3 January 2024 in Beginner Guides

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InfoCapture Field Formulas

2 comments1 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...

0 comments • Last modified on 30 November 2023 in Advanced Guides