Customizable user fields are used to add other fixed values to each users. They allow you to play on the visibility of your elements and sort your lists according to the profile of the user. You are a manager of a sales department. Your salesmen have visits throughout France. You want to reduce their prospecting lists to only see their leads. Moreover, in order to approve the purchase order form, the signature of a manager is necessary.
The Customizable User Fields
In a custom report, how to display different formatting in a table, based on the input on the mobile?
In your custom-made Word, by using the block tag between the table rows, you can change the display according to your data collected on the ground.
Create regular expressions to check the complexity of passwords!
One of the fundamental points of computer security is the password. It may be useful to help administrators and group leaders by encouraging them to use a complex passwords. These steps below will help you create a process more secure with regular expression (or Regex). The code presented would then be used for letting the user change their passwords.
Analyse your data with graphs!
You can exploit and analyse your data with different graphs: pie chart, bar chart, line chart and curved line chart.You can moreover add your graph to your custom-made Word or Excel!
How to hide or display a block of paragraphs in your custom-made Word?
The Block tags enables you to display or hide a part of your Word document, which may contain text, tables, images, etc.
How to delete the title and several items according to your input in your customized report?
As a reminder, with the block tag you can customize your report according to your input ! These tags work only on the Word and its custom-made PDF. In your custom-made Word, you have a checkbox list and you want its title to be visible only if one or more check boxes are checked. This is quite possible using the block tags!
How to send custom reports easily by email to multiple recipients?
Distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You would like to send your custom reports by e-mails to your customers or partners? Save time with Kizeo Forms by sending your data, in the form of your choice to your recipient(s)!
Advanced Push: Send pre-filled forms with table to your field workers!
This tutorial is based on the "Push" tutorial. If you do not know what the push is, we recommend you to consult our tutorial: Send pre-filled forms to the field workers. Generally for a transfer, only fields outside a table can be filled via a push. But it is now possible to pre-filled tables using Excel sheets. For the same push, it is also possible to send only some lines of a table. The push allows you to send your pre-filled forms [...]
The Multi-Export: edit and use several Custom-made Word and Excel
The Multi-export allows you to create and use several custom-made documents ( Word, Excel and PDF). For example, you can:
Build and Share your Library Kizeo Forms!
Save time by building your own Library in order to share forms with other administrators and group leaders or reuse their own. it is could be useful for big accounts. You can also preview and test forms before adding them to your account.
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