90 results found for tag 'infocapture'
4 comments • 1 person liked this • Created on 12 September 2017 in Projects
Volunteer application
Download Overview An important part of volunteer recruitment is getting to know the applicant and find out what they hope for and expect from their volunteering experience. Completing this form will...
2 comments • 1 person liked this • Created on 17 January 2017 in Events
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: 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...
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 ...
IC form building part 2
The second part of our infocapture form building webinar by Michael Hassman on 13th of August 2020.
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...
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...
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 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 to enable a Tex...
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...
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...
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...