Zegeba Dashboard

How can a Forms app user access OTHER PEOPLE’S DATA?

As default, the Forms app will only download the user’s own data. The user must uncheck the option Sync my data only in the app’s Menu > Settings > Sync option. See Capturing: 4.1 Starting sync.

In addition, an Admin must make sure that this user has the correct role to be able see other people’s data, either as a Data Manager or a full Admin user. In most such cases, this means making the user a Data Manager as well as Data Collector. See Managing: 3.3 User roles.

The Admin must also ensure that the user has permission to access the required folders and forms. See Managing: 3.2 Add a new user.

This access can easily be stopped by the app user checking Sync my data only again, or by the Admin removing the Data Manager role from the user.

We recommend migrating from the Forms app to using tasks in the Next app to get a much better handling of work flow in work groups. Contact Zegeba for more information on this.

How can I reset my PASSWORD?

Follow the procedures in Managing: 3.5 Reset user password to get an email with a link you can use to enter a new password.

How can I set different COLORS on the Forms app’s form tiles?

Using more colors than the standard purple hue for the Forms app’s form tiles helps the app user quickly choose the correct form in the Dashboard. These colors are defined in the Form element in the Designer. Select the form element (at the top, with the form name), go to Element Properties and select the Styling tab. Select a new Background color for the tile. The tile’s label text is black, but you may change this in the field Label color. Note that these tiles only appear in the Forms and Web Apps, so you must open one of these to see the changes you have made.

How do I COPY a form design?

If you want to place the copy in a form on your server here and now, you may copy it in the Designer via the browser memory – much like the standard copy-and-paste process via the Clipboard. Use the Copy option on the File menu to copy the form content, then open the target form in Designer and paste in the copied content via the Paste option the File menu. This is described in Designing: 2.2 The File menu.

To keep a form copy in a separate file and use it now or later, or on another server, you can use the Export function in the Dashboard. This will create a file that you can import into the same server, or send it away to be imported to another server’s Dashboard. See Managing: 4.7 Export and import of Zegeba forms and folders.

What can I do when I get a QUOTA EXCEEDED error message in the Dashboard?

It is quite common to get a QuotaExceeded error message from time to time. This message generally indicates that Zegeba has a storage problem.

If you get it in the Dashboard, it may signify that the browser storage is full.
Try deleting recoverable/autosaved data, closing tabs, restarting the browser.
If that doesn’t help, try deleting cached images and files to free up browser memory.
In Chrome you find this by pressing the three-dot icon in the upper right corner,
then selecting Settings > Privacy and Security > Clear browsing data.
If you are checking data captures, the View Form option will use less storage than Edit Form.
You can also try a different browser to see if the problem does not exist there.
If all else fails, contact Zegeba Support.

Note! Be careful when deleting recoverable data. This is captured data that may not have been synced to the server, so it may be completely gone if you delete it from the local storage in the browser or app.

What kind of USER ROLES should we use?

For security reasons, your Zegeba site must have at least two Administrators. Users who will be capturing data should be defined as Data Collectors. For smaller companies, these are generally the only roles needed. Check the list in Managing: 3.2 User Roles for more information on the various options.

Note: We recommend registering each user with their own name, as opposed to for instance defining one user per tablet and have many people log in with this one user. For control and security purposes, it’s important to be able to identify each person that registers data in the system.

Why don’t people receive our NOTIFICATION EMAILS?

There is a 10 minute delay before the PDF is sent from the Zegeba server. This is to ensure that all photos in the report have been uploaded to the server before the PDF is created and sent.

If no emails have arrived after 10 minutes, check the email notification setup in the top form element’s Properties – PDF tab. If the Subject or the Message field is empty, the email will not be sent. Are the email address parameters correctly set up? Does the form’s Description formula contain actual characters and not just codes in squiggly brackets? See Designing: 8 Printing and sending captured data for more information on this.

The email may be blocked by a proxy/firewall setting or an attachment size restriction at the recipient’s company. Test this by sending the Zegeba PDF attachment from the email client you normally use. If the report is still not reaching the recipient then they should check their company’s email settings.

If the user called Admin has been deactivated or deleted, the email will be sent without the PDF attachment. See how to reactivate a user here: Managing: 3.6 Deactivate or delete users.

Finally, there may be an error in the Zegeba mail exporter. Contact Zegeba Support to get help.