87 results found for tag 'infocapture'

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

Send in system Infocapture notifications

Overview By default, InfoCapture notifications are sent by email. This is intentional so that users don't miss important notifications triggered by an InfoCapture project, regardless of their n...

0 comments1 person liked this • Last modified on 30 November 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 scenario: Creating time-based triggers

Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...

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

Introduction In this guide, we will give you an overview of all the available InfoCapture components that can be added to your pages. Each component serves a different purpose and will provide diffe...

1 comment2 people liked this • Last modified on 1 December 2023 in Components

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 best practices: Form functionality changes

We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators managing cha...

0 comments • Last modified on 30 November 2023 in Advanced 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: 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 16 May 2024 in Beginner Guides

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Middle Initials

3 comments • Last modified on 7 October 2016 in Events

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

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InfoCapture Field Formulas

2 comments1 person liked this • Created on 17 January 2017 in Events

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 30 November 2023 in Beginner Guides

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Infocapture Issues

2 comments • Created on 3 August 2017 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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What does it mean to archive infocapture tickets?

4 comments1 person liked this • Created on 12 September 2017 in Projects