Creating an infocapture form: Start to finish

This is a great place to start if you are planning to create a new infocapture form. 

This deck has been created to help guide you through the process. It can be a complex task with a lot of functionality. It can also be hugely transformative to processes within your organisation.

Included in this deck is: 

  1. Is Infocapture the correct tool for your process?
  2. Downloading our free templates 
  3. Creating a form template
  4. Creating a new form 
    • Project summary
    • Edit project properties
    • Project permissions 
    • Statuses
    • Field condition sets
    • Triggers
    • Field visibility 
    • SLA 
    • Automatic changes
    • Workflow 
    • Notifications
    • Default notification fields
    • List options
    • "Thank you" page
    • Custom messages 
Created on 23 December 2019 by Millie Hand. Last modified on 24 December 2019

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