Form
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What Export Options Are Available for a Form?
A form report can also be exported to PPT and PDF. Similar to the StoryTeller, you can also decide which export formats will be available. This setting is lo...
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How to Set up a Form?
To create a ‘Form’, go to the Portal Tabs button and choose ‘Form’ in the drop down list. Give the form a name & click save.Launch the Design/Preview reports...
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How to Customize the Data Fields in a Form?
The layout of the Data Fields in the Form report is flexible and can contain the following options to select during the setup:Type of selection list (drop do...
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How to Create the Input Variables for Your Form?
When creating an Input variable, it is possible to select the following variable type. Categorical single choice scale Categorical single choice non scale Ca...
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How to Activate Events in a Form?
As the Event conditions are triggered, the Report User updates the respondent data in a Form report. A new setting is available in the Form setup so an updat...
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How Does Customer History Tracking Work?
Support for viewing and analyzing the “customer history” in a Form when the same person/client participated in the survey multiple times has been added. This...
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How to Import or Copy a Form?
If a project has multiple Forms of similar character you can now speed up the setup process by using the new “Import Form” function. Instead of building each...
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Why Is My Respondent in the Table Gray/Locked/Inactive?
A “locking” logic is available in the Enfesys process to prevent two or more users working simultaneously with the same alert case (i.e. same respondent). Th...
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Action Respondents and Event Emails
In the create/edit Report users page you can limit the Event emails by a date to avoid sending out old event emails when a user is added to an ongoing projec...