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.
.
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.
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.
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.
It is quite common to get a QuotaExceeded error message from time to time. This message generally indicates that Zegeba has a storage problem.
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.
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.
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.
.
Yes. You can create a Link element that does this and you can even transfer registered data automatically form the first form to the second.
This functionality has some limitations though: you must be careful to save the data in the first form either before or after you have opened the second. And the link will work when you are working in the Dashboard or in the Zegeba app, but not from the Forms app on a phone or tablet.
Read more on how to do this at the end of this page: Designing: 6.6 Links / Go to / Actions.
Yes, but it is an add-on that requires some customizing by Zegeba. We need to know what type of code you are using and what you want to do with the data you read. Do you want to open a form or a document? Is there a value you would like to put into a form variable? Contact Zegeba Support for more information on this.
Yes and no. Firstly, emojis will generally not be printed on PDFs. On PDFs the characters in the font Roboto – see https://fonts.google.com/specimen/Roboto#glyphs, in addition to some some basic UNICODE characters, like ™, © and ❶. You have to do a test print to see what works for you.
However, a form designer can paste emoji characters into an element label or a page icon in a form. These emojis should be tested in the apps on the relevant mobile devices as they may not be displayed on all types of systems. Lastly, a user filling in a form can use emojis in the text input and these will generally show on-screen but not on the PDF.
This is a handy site for finding emojis and UNICODE characters and copying them to a form design: http://xahlee.info/comp/unicode_index.html.
You may have noticed that if you drag an element to a grid cell that already contains an element, it will not be placed in that cell. Rather, a new grid cell will be created for it. But if you really want two or more elements within one cell, try this:
It is easy to translate the texts in a form. First, make a copy of the initial form, see FAQ: How do I COPY a form?. You can then translate all the Labels, Placeholder texts and Help texts in the Element Properties panel. If there are any Validation formulas in your form, you should also translate the messages in these. When you change an element’s Label, you should take care not to change its Element ID, in case this is used in a formula. You can prevent this by opening the Designer in Minor Edit Mode, where the form version is either Published or has existing data.
The message “Mandatory”, the Summary page, and the Zegeba app are at present only available in English. So are the Zegeba Dashboard and Designer modules.
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.
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.
Clickable images are cool, but they require a little bit of work. You have to create an image map of it with coordinates of the clickable areas. The code and the coordinates must then be entered into the Clickable Image element in Designer, before you define actions to take place when the various areas are clicked.
Don’t worry; the procedure is explained in detail here: Designing: 7.3 Creating clickable images.
While calculations and validations can be defined for a single element, rules determine what should be hidden or shown on the form pages – where the user should jump to given the data entered. They can only be added in the Form element at the very top, from the Element properties’ Rules tab. See more information on rules in Designing: 5.1 Rules (branching/skip formulas)
This is probably due to the form page margins being too small to fit the content you have defined. See Designing: 6.2 Page settings for more information on page margins, and test out larger margin sizes until you’re happy with the way the page looks.
If there is data captured in a form version and/or the version is currently Published you can only open it in minor edit mode. In this mode you are only allowed to make small changes in the form, such as renaming the element labels. If you want to have full access to all design features you must close the form and create a new version of it in the Dashboard. This version can be edited as much as you like; the data already registered in the previous form version will still be saved and accessible in Zegeba.
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.
.
Yes and no. Firstly, emojis will generally not be printed on PDFs. On PDFs the characters in the font Roboto – see https://fonts.google.com/specimen/Roboto#glyphs, in addition to some some basic UNICODE characters, like ™, © and ❶. You have to do a test print to see what works for you.
However, a form designer can paste emoji characters into an element label or a page icon in a form. These emojis should be tested in the apps on the relevant mobile devices as they may not be displayed on all types of systems. Lastly, a user filling in a form can use emojis in the text input and these will generally show on-screen but not on the PDF.
This is a handy site for finding emojis and UNICODE characters and copying them to a form design: http://xahlee.info/comp/unicode_index.html.
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 there are items on your device that have not been synced to the server, you can see these in the side menu’s Outbox, and as a number in the purple status bar on top.
They may not have been synced because you have Settings – Automatic synchronization turned off.
Sync is short for synchronization. We use this term for the process of exchanging data between the app on your phone/tablet/browser and the central Zegeba server. When you sync from your app, you send the data you have captured to the server so others can see what you’ve registered. In return, syncing sends you any updates the form designer may have made to the form itself, to tasks you are assigned to or other peoples data that you have access to. Read more on syncing in chapter Capturing: 4 Syncing forms with the server.
The Zegeba app is designed to run on all types of iOS and Android devices. We recommend always using the latest updates of these operating systems. The corresponding Zegeba Web app will run on any Windows and Mac PC but it will not work properly in a browser on a tablet or phone.
The mobile/tablet screen running Next should have a resolution of at least 768px. Other than that, there are no specific requirements, but in general a device with much RAM, a fast processor and a large screen will work better than a simpler device – and be better prepared for the future.
If a tablet is to be used in rough conditions, for instance outdoors or at sea, you may consider getting an extra rugged one. And some users prefer to use an external tablet keyboard to make it easier to type in report information.