Creating an Infocapture form: Beginner deck

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

Click here to download the full deck 

 

This covers:

  • Is Infocapture the correct tool for your process?
  • Try out our free templates
  • Brainstorm the form
  • 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 
    • RSS Feed
  • Get Help
  • Further reading

     
Created on 24 December 2019 by Hannah Door. Last modified on 30 November 2023

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