With Kizeo Forms, there are three different statuses: the administrator, the group leader and the user. Let's see each one of them and what there are allowed to do.
The different statuses to manage your Kizeo Forms account
Users' rights: Manage the rights of access to your forms
You are a Kizeo Forms account administrator? You want to allocate different forms to different users? It can be done!
Group of users and Group leader
Create an organisation chart, organize your users by location, etc. in your Kizeo Forms account and add a Group leader
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How To Filter The External List Display While Filling Out a Form
It is possible, while filling out a form, to select which element(s) you want to display in your external lists. This option works whether it is a hierarchical, referential, referential-hierarchical or a code list.
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…
Let's Get To Know Vincent, Our IT Expert!
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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.
How to create or add a new user
How to add users to your account
Understanding and using the Filtered list
Filter your external lists according to your users with a filtered list. A filtered list shows certain elements of an external list according to the information that is in the user files. This is a " filter" for your lists. Example. You are the manager in a biscuit and confectionery franchise. You have created a list showing the full range of your biscuits, however your franchisees do not have access to all of your products. This [...]
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