In the Back-office History, you can export and edit data, input forms, re-send emails, display data on a map, send pushes, and more. This tutorial will guide you through all the functions of this page. For specific functions, refer to the respective tutorials linked at the start of each section.
How to retrieve and analyze your form data from the History tab of the Platform
Sorting options on the mobile (title, subtitle and data).
Configure the display options for your forms on the application to find them immediately on your smartphones or tablets in the 'History' or 'Reception' box menus! Here you will see how to define a title and a dynamic subtitle for data located on your mobile in Sent (forms you have entered and saved) or the 'Reception' box (forms coming from a push or transfer between users). As well as renaming them, you will be able to sort or group [...]
Customise your application: Add your logo
To personalise your Kizeo Forms application and Standard PDF with your company's logo, follow these steps:
Customise your app: Choose a colour theme
Kizeo Forms offers several color themes and the option to create your own theme, allowing you to personalise and enhance the appearance of your mobile application. Here’s how you can customise your app’s color theme:
Form Search Option On Your Mobile Device
Example Scenario Imagine you conduct inspections of premises (such as apartments, furniture, vehicles, etc.) before each rental. At the end of the lease, you check whether the condition of the property has changed. You want to compare the current condition with the original state (from a year ago) to note any defects easily.
Get the most out of the standard PDF
Standard PDF is one of the export formats available. This is a very simple and straight forward PDF report that lists all data entered on your mobile device, with only a little personalization.
Understanding and using the Geolocation element
The Geolocation element allows you to locate yourself or your users by recording your geographical position. Example. You manage a security company and want to ensure the reliability of your agents. Inserting a Geolocation field in your form will allow you to check their real location at the time they make the entry.
Understanding and using the Attached file field
The attached file field allows users to attach a file (all format accepted) when entering data on a mobile device. It can be also added to automatic email. Important: the phone gallery can only be accessed to the iOS mobile and tab. Only photos can be added to the attached file on iPhone and iPad.
Understanding and using the Fixed file field
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 Referential-Hierarchical list
Save time and avoid errors when filling your digital form with the Referential-hierarchical list!
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