Create your external lists more quickly and easily by creating them in Excel.
Creating An External List From Excel And Importing It
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.
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Fill out a form from your computer on the platform
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The Kizeo Forms app detailed
"Update". You can update your forms manually so that any changes made on the back-office is taken into account on your app. Forms updating is also automatically processed when opening the app, though you can « Cancel » it.
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 [...]
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 [...]
Customize your reports and e-mails with the tags
Each component of your form is defined by an item tag, for example ##contact##. The item tags represent the reference code for each element and allows you to customize your reports and your e-mails.
Understanding and using the Hierarchical list
A Hierarchical list is a list that allows you to sort your information by categories. You can create up to 9 different levels. For instance, you can create a list with countries, states and cities. In the first level of your list, you select the 'country'. When selecting it, you will go the the second level which is 'States', you select one. And finally you will access the third level which is 'city', and you can select a city.
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