Discover the 5 actions that Kizeo Forms module allow you to perform in Make
The Kizeo Forms trigger in Make
In this tutorial, we explore all the features available in the Kizeo Forms Trigger on Make. You will know which parameters to enter to perform operations in Kizeo Forms with Make.
Connecting Make to Kizeo Forms
How to obtain a Kizeo Forms token and use it to connect to Make
Discover the Make and Kizeo Forms integration
Discover the many benefits of Make and Kizeo Forms integration
The 'Visibility' condition options.
The visibility option can facilitate your work by avoiding needless entry. This allows you to adapt your form based on the situation encountered and therefore lighten it up. You will save time and the user experience will only be better! Let us imagine that…
Transfer of data between users of the same account (mobile to mobile)
Kizeo Forms users can transfer forms to other users of their account. Step1: Activate the transfer option. Go to the Form options of your form. In the Mobile tab, check the Allow data transfer between users. The activation of this option will display a new Transfer button in the mobile application as well as on the web entry.
Fill out a form from your computer on the platform
How to fill out a form from your computer (Web entry)
Understanding and using the Referential list
Referential list: Allows several fields to be linked to a list. During entry, when an item is selected from this list, the data linked to that item will be automatically inserted into the field provided for that purpose. The field for this automation is the Reference field (Calculation field always allows it). The goal is to prevent the application user from entering data already known by the company. This saves time and avoids entry [...]
Automatically sending your customized reports by email
Send reports by email from your smartphone with Kizeo Forms! Gets started now! Thanks to its options for sending an e-mail, Kizeo Forms allows you to distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You will save time, the need for call-outs and the responsiveness within your organisation. After this tutorial, the e-mail options will no longer be a mystery to you!
Secure your form using the signature element
Signature element to prevent any change to your form after it has been signed and saved. With Kizeo Forms, the user and the customer will be able to sign reports when onsite using the signature element. Furthermore, this signature can lock the form. Securing a form containing signatures prevents it from being changed once it is signed. In fact, if the user attempts to change it, the signatures will be deleted and they will no longer be [...]
Go digital today!
Create an account to test the Kizeo Forms App Free of charge for 15 days !