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 [...]
Advanced Push: Send pre-filled forms with table to your field workers!
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.
Creating An External List From Excel And Importing It
Create your external lists more quickly and easily by creating them in Excel.
Exporting your data: the CSV format
Export your data in CSV format in order to retrieve all your data entered for a defined period. The data is "compiled" in the same file, in a list; each field is separated by a semicolon. For example, in order to facilitate the internal processing of your data, you would like to be able to extract your entries into a single CSV file.
How to use Kizeo Forms application in 3 steps
Learn how to use Kizeo Forms: When you've just created your trial account, you can see this window appear:
Fill out a form from your computer on the platform
How to fill out a form from your computer (Web entry)
The Kizeo Forms app detailed
Headings You can easily filter your forms on the app thanks to the headings created on the online platform. To apply the filter, tap on the 3 dots in the right-hand corner and choose the heading.
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 [...]
Understanding and using the Table element.
The Table element allows you to repeat the same information request in a single entry. It can be useful in various cases: time tracking, inventories, order forms, etc. For example, you are a team leader. With Kizeo Forms, you make reports of your monthly meetings with your employees. You need the following information: name of participants, presence or not for each participant, etc. However, you do not know in advance the number of [...]
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