87 results found for tag 'infocapture'

Product review

Download Overview Creating the right products for the right people is critical to your success. Product review surveys are a quick and effective way to determine if you are meeting the needs and exp...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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Printing tickets

0 comments • Last modified on 11 August 2020 in InfoCapture

Expressions IC Template

Download Overview Expressions can be used within Infocapture to produce calculated values. They should be defined as the default value of the field which should store and display the calculated valu...

4 comments2 people liked this • Last modified on 14 September 2023 in Free InfoCapture Templates

Configuring MailGun for Email Fetching

What is Mailgun? Mailgun is the email automation service that you can set-up along with an InfoCapture project to initiate the creation of a ticket simply by sending an email to a dedicated email ad...

0 comments3 people liked this • Last modified on 30 November 2023 in Advanced Guides

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

How to use InfoCapture to automate these 3 financial processes

Automation doesn't just counteract the need to go into the office by replacing paperwork with e-forms. It also makes your staff more efficient, boosts internal SLAs, and saves time. Here are so...

0 comments1 person liked this • Last modified on 6 December 2023 in Top Intranet Tips

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

Advanced search in Infocapture

Included in this article 1- What is advanced search and why is it helpful 2- How do you configure advanced search fields 3- How to preserve advanced search filters for future reference 1- What is ad...

0 comments • Last modified on 7 December 2023 in InfoCapture

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

How to do remote performance reviews using your intranet

Annual performance reviews have been slowly falling out of favour, with just 54% of companies using them in 2019 according to one study. And as we adapt to new ways of working, now might be the time...

0 comments • Last modified on 6 December 2023 in Top Intranet Tips

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

Troubleshooting Infocapture Notifications

InfoCapture notifications are a really important part of the workflow and configuration of InfoCapture forms, it can be frustrating if they are not appearing to work in the way you were expecting. I...

0 comments • Last modified on 7 December 2023 in InfoCapture

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...

4 comments • Last modified on 30 November 2023 in Beginner Guides

IC form building part 2

The second part of our infocapture form building webinar by Michael Hassman on 13th of August 2020.

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

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

IC Webinar Part 4

In this webinar we wrapped up with the final parts of of the Helpdesk form. Creating triggers to configure both automatic changes and notifications. Enabling the manager field to be autopopulated ba...

0 comments • Last modified on 30 November 2023 in IC webinars

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 Scenario: Making fields appear

Introduction In this article, we will provide an understanding of creating field visibility in a practical form building sense. For this scenario, we will be making a drop-down field enable a text f...

0 comments • Last modified on 7 December 2023 in InfoCapture

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

Agile retrospective meetings

Download Overview This is a very simple form which allows you to record activities of an Agile retrospective meeting. You can also record the overall score of the last sprint and then report on this...

0 comments1 person liked this • Last modified on 30 November 2023 in Free InfoCapture Templates