Here follows an explanation of how to use the fixed file field. The fixed file element allows you to add a permanent PDF to your form when creating it on the back-office; available for consultation when entering data on a mobile device. Example. You are a salesman and want to integrate the general conditions of sale as an attachment to your form. This will help you to advise your clients on the general conditions.
Understanding and using the Fixed file field
Understanding and using the Referential-Hierarchical list
Save time and avoid errors when filling your digital form with the Referential-hierarchical list!
Understanding and using the NFC tag element
Recover easily information from an NFC tag with Kizeo Forms.
Understanding and using the Barcode element
The barcode field allows you to scan or manually entry a bar code or a QR code on your form. You work in a paper mill and you're responsible for processing orders. The barcode field will help you to scan products quickly. If in addition you join your bar code field to a referential list you will save time! This combination will help you automate the completion of fields linked to bar codes.
Understanding and using the Reference element
Fill out your forms more quickly using the Reference element (from version 6.0.0 onwards).
Custom-made Excel/PDF: Customize your reports entirely!
By default, the Excel list allows you to extract one or more data fields from the same Excel file. However, it is possible to export a Kizeo Forms report in customise Excel format with the header, layout, font, style ... that YOU want. Kizeo Forms gives you total freedom to write YOUR own Custom-made Excel/PDF. To do this, you will have to deal with some technical terms… but nothing serious! The 3 steps below will help you create a [...]
Save your form or Draft?
Difference Between "Save" and "Draft" on Your Application When using Kizeo Forms on your smartphone or tablet, you'll notice two buttons at the bottom of your screen while filling out a form: "Save" (located on the right) and "Draft" (located opposite). Here’s what each button does:
The Kizeo Forms settings: The Exports tab
The Kizeo Forms Exports tab provides various options to personalise your final reports. Here, you can rename your export files, customise the text displayed for checkboxes, organise your CSV and Excel list displays, and import custom Word and Excel templates.
The Kizeo Forms settings: Imports (Push) tab
The import (Push) tab gathers options that define your import model to pre-fill form through CSV or Excel file. When you have lots of forms to pre-fill, we recommend this option. Much more practical! Go to your form general Options, then in the tab Imports (Push).
The Kizeo Forms settings: The mobile tab
Manage the way your form works, on your mobile. The Mobile tab contains the full range of features that help decide how your forms will work on your mobile: enable editing of the form after its data entry, allow all users to view the history, authorise all users to modify other user's data, allow data transfer between users, allow push of data, check mandatory fields while transferring and Allow to copy the data in the History.
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