Users have several ways to work with online forms in Kenesto.
To build a form, you create a “Custom Page Template” from the “Templates” tab. To use the form in business practice after the template page is created, you visit the “Data” tab to use it as a “form” which can be attached to a task or other item in Kenesto.
You can save forms as a snapshot or document which can be viewed from the documents tab, collaboratively fill out data as a team on the same form or repeatedly replicate the same form filling out the data over a period of time and report on these individual fields almost giving the appearance of an excel file. You can have discussions on forms, change ownership and share forms.
Note for Administrators: access to turn “on” or “off” modules that create and use forms. The template module is where you create the form and the data module is where you use the form. Go to the admin panel in your company instance to turn on or off these modules.
You can use a form to collect data for various scenarios from people
- Create a Form from scratch using the Kenesto forms editor which allows for the following scenarios:
- Fill the form out in its entirety and create a form document.
- Fill the form out ‘collaboratively’ and create a form document.
- Fill out the form repeatedly collecting the data and report on it.
