Forms

KIM-Manual-01-V1 : How to submit a Form

Steps: 1. Click on the 'Forms' module. 2. Click on the 'Drafts' button. 3. Click on the form you want to submit. 4. Click on the ‘submit’ button.

Updated 7 Nov 2026 · 243 views

Ex_Forms_BL_UG-Form export to PDF_23/06/23-V1

This guide provides instructions on how to export forms in KIM as PDF files. Go to kynection.upvise.com 1. Click "Admin Forms" Navigate to the "Admin …

Updated 6 Nov 2026 · 239 views

How to report on Forms

Overview: Forms in KIM are in essence data collection tools. Once a number forms are submitted, it is possible to export all that data and generate cu…

Updated 7 Nov 2026 · 237 views

Edit form template - add a button

This article describes how to edit form templates in the Kynection web app. Admin type users can edit form templates. Manager type users may also edit…

Updated 7 Nov 2026 · 234 views

KIM-Manual-01-V1 : How to duplicate a Form template

Overview: Forms can be duplicated and renamed this can be done through the forms module. Steps: 1. Click on the ‘Forms’ Module. 2. Click on the ‘Templ…

Updated 6 Nov 2026 · 213 views

Forms Training Guide - Web

This training guide equips managers with the necessary skills to create and edit forms, enabling your organisation to remain agile in response to chan…

Updated 6 Nov 2026 · 197 views

How to remove or change the owner of a Form

Steps: 1. Click on the ‘Forms’ module. 2. Click on the ‘Templates’ button. 3. Click on the folder your form is in. 4. Click on the form you wish to re…

Updated 6 Nov 2026 · 145 views

KIM-Manual-01-V1 : How to use field types: Signature

Overview: The Signature field allows mobile users to provide their digital signature to a form, certifying it as valid. Signature fields appear on Mob…

Updated 7 Nov 2026 · 137 views

KIM-Manual-01-V1 : How to use the custom Email tab

Overview: The 'Custom Email' tab can be used to determine what an email will look like if the Form is emailed through code as part of its workflow. St…

Updated 7 Nov 2026 · 137 views

KIM-Manual-01-V1 : How to edit an existing template as a Spreadsheet

Overview: You can export your existing templates and edit them in excel. Steps: 1. Click on the ‘Forms’ module. 2. Click on the ‘Templates’ button. 3.…

Updated 7 Nov 2026 · 136 views

How to use field types: Photo/Drawing

Overview: The Photo field has three types: Photo, Drawing and Image. The Photo type operates differently for Web and Mobile based users of a form. Web…

Updated 7 Nov 2026 · 136 views

KIM-Manual-01-V1 : Change colour of Headers on Form Exports

Looking to make your Forms pdf exports spunky and representing your brand? You can edit the header colours using the following steps: Open the Forms m…

Updated 6 Nov 2026 · 135 views

How to use field types: Combo Box (Regular, Multiselect and pre-defined)

Overview: The combo box field creates a dropdown list of options for users to select from. There are many types of Combo Boxes to choose from, includi…

Updated 7 Nov 2026 · 132 views

How to use field types: Date Box (Date, Time, Date Time and Duration)

Overview: The Date Box has four options to use, Date, Time, Date Time and Duration. All four will be explained in this guide. Steps: 1. Click on the ‘…

Updated 7 Nov 2026 · 129 views

KIM-Manual-01-V1 : How to use field types: Section

Overview: The Section field serves as a separator, breaking up sections of fields within a form. Steps: 1. Click on the ‘Forms’ module. 2. Click on th…

Updated 7 Nov 2026 · 126 views

Ex_Forms_BL_UG-Add form fields to the Dashboard view_05/07/23-V1

This guide will show you how to add form fields to the Forms Dashboard view in KIM. Go to kynection.upvise.com 1. Click "Forms" Open the Forms section…

Updated 6 Nov 2026 · 126 views

KIM-Manual-01-V1 : How to assign a Role

Overview: The Roles function limits the forms a user can see/use based on an assigned role. This can be set up within the forms module under Options. …

Updated 7 Nov 2026 · 125 views

KIM-Manual-01-V1 : How to use field types: Risk

Overview: The Risk field allows Risk information from the Knowledge Base module to be pulled into forms. The field will retain the Probability and Sev…

Updated 7 Nov 2026 · 125 views

How to edit information in Form template

Overview: General information of Forms such as automatic prefixes, owners, etc. can be edited in the 'Info' tab when editing a new/existing Form Templ…

Updated 6 Nov 2026 · 123 views

KIM-Manual-01-V1 : How to set a Custom Excel Export Format

Overview: When exporting a Form to Excel, it is possible to change the way the information is presented. You will need an Excel template pre-created s…

Updated 7 Nov 2026 · 121 views

Restoring Archived Forms

This is a brief how to on how to archive lost forms. 1- Go to the Forms module from the short cut menu. 2- Once in the Forms Module you should see som…

Updated 7 Nov 2026 · 112 views

Ex_Forms_BL_UG-Update a Submitted form on Web_04/07/23-V1

This guide will show you how to update a completed and submitted form as a manager on Web in KIM. Go to kynection.upvise.com 1. Click "All" Select the…

Updated 6 Nov 2026 · 106 views

KIM-Manual-01-V1 : How to use the Sharing tab

Overview: The sharing tab allows you to make a template open for public viewing. Steps: 1. Click on the 'Forms' module. 2. Click on the ‘Templates’ bu…

Updated 7 Nov 2026 · 106 views

KIM-Manual-01-V1 : How to use field types: Text Box

Overview: The Text Box field has a number of variations that cover several types of text and numeric input. These largely define how the fields will a…

Updated 6 Nov 2026 · 102 views

How to create a Form against a linked item

Overview: Forms can be added against all aspects of KIM. This includes Jobs, Projects, Contacts, Assets, Deals, etc. Steps: 1. Click on the module you…

Updated 6 Nov 2026 · 100 views

How to use field types: Labels

Overview: The label field is for display only when filling out a form on the Web and won't appear on PDF exports or Mobile devices unless told to. Ste…

Updated 6 Nov 2026 · 91 views

How to report on Forms

Overview: Forms in KIM are in essence data collection tools. Once a number forms are submitted, it is possible to export all that data and generate cu…

Updated 7 Nov 2026 · 65 views

KIM-Manual-01-V1 : How to set a Custom Excel Export Format

Overview: When exporting a Form to Excel, it is possible to change the way the information is presented. You will need an Excel template pre-created s…

Updated 7 Nov 2026 · 55 views

KIM-Manual-01-V1 : How to use the Sharing tab

Overview: The sharing tab allows you to make a template open for public viewing. Steps: 1. Click on the 'Forms' module. 2. Click on the ‘Templates’ bu…

Updated 6 Nov 2026 · 55 views

KIM-Manual-01-V1 : How to use field types: Section

Overview: The Section field serves as a separator, breaking up sections of fields within a form. Steps: 1. Click on the ‘Forms’ module. 2. Click on th…

Updated 6 Nov 2026 · 51 views

How to use field types: Combo Box (Regular, Multiselect and pre-defined)

Overview: The combo box field creates a dropdown list of options for users to select from. There are many types of Combo Boxes to choose from, includi…

Updated 7 Nov 2026 · 50 views

KIM-Manual-01-V1 : How to submit a Form

Steps: 1. Click on the 'Forms' module. 2. Click on the 'Drafts' button. 3. Click on the form you want to submit. 4. Click on the ‘submit’ button.

Updated 6 Nov 2026 · 50 views

KIM-Manual-01-V1 : How to edit an existing template as a Spreadsheet

Overview: You can export your existing templates and edit them in excel. Steps: 1. Click on the ‘Forms’ module. 2. Click on the ‘Templates’ button. 3.…

Updated 7 Nov 2026 · 50 views

How to create a Form against a linked item

Overview: Forms can be added against all aspects of KIM. This includes Jobs, Projects, Contacts, Assets, Deals, etc. Steps: 1. Click on the module you…

Updated 6 Nov 2026 · 50 views

KIM-Manual-01-V1 : Change colour of Headers on Form Exports

Looking to make your Forms pdf exports spunky and representing your brand? You can edit the header colours using the following steps: Open the Forms m…

Updated 7 Nov 2026 · 50 views

How to edit information in Form template

Overview: General information of Forms such as automatic prefixes, owners, etc. can be edited in the 'Info' tab when editing a new/existing Form Templ…

Updated 6 Nov 2026 · 49 views

KIM-Manual-01-V1 : How to assign a Role

Overview: The Roles function limits the forms a user can see/use based on an assigned role. This can be set up within the forms module under Options. …

Updated 6 Nov 2026 · 49 views

KIM-Manual-01-V1 : How to use the custom Email tab

Overview: The 'Custom Email' tab can be used to determine what an email will look like if the Form is emailed through code as part of its workflow. St…

Updated 7 Nov 2026 · 49 views

KIM-Manual-01-V1 : How to use field types: Signature

Overview: The Signature field allows mobile users to provide their digital signature to a form, certifying it as valid. Signature fields appear on Mob…

Updated 6 Nov 2026 · 49 views

How to use field types: Photo/Drawing

Overview: The Photo field has three types: Photo, Drawing and Image. The Photo type operates differently for Web and Mobile based users of a form. Web…

Updated 6 Nov 2026 · 49 views

KIM-Manual-01-V1 : How to use field types: Text Box

Overview: The Text Box field has a number of variations that cover several types of text and numeric input. These largely define how the fields will a…

Updated 6 Nov 2026 · 48 views

KIM-Manual-01-V1 : How to use field types: Risk

Overview: The Risk field allows Risk information from the Knowledge Base module to be pulled into forms. The field will retain the Probability and Sev…

Updated 6 Nov 2026 · 48 views

KIM-Manual-01-V1 : How to duplicate a Form template

Overview: Forms can be duplicated and renamed this can be done through the forms module. Steps: 1. Click on the ‘Forms’ Module. 2. Click on the ‘Templ…

Updated 6 Nov 2026 · 48 views

How to remove or change the owner of a Form

Steps: 1. Click on the ‘Forms’ module. 2. Click on the ‘Templates’ button. 3. Click on the folder your form is in. 4. Click on the form you wish to re…

Updated 6 Nov 2026 · 47 views

How to use field types: Labels

Overview: The label field is for display only when filling out a form on the Web and won't appear on PDF exports or Mobile devices unless told to. Ste…

Updated 6 Nov 2026 · 47 views

Edit form template - add a button

This article describes how to edit form templates in the Kynection web app. Admin type users can edit form templates. Manager type users may also edit…

Updated 6 Nov 2026 · 45 views

Restoring Archived Forms

This is a brief how to on how to archive lost forms. 1- Go to the Forms module from the short cut menu. 2- Once in the Forms Module you should see som…

Updated 6 Nov 2026 · 45 views

How to use field types: Date Box (Date, Time, Date Time and Duration)

Overview: The Date Box has four options to use, Date, Time, Date Time and Duration. All four will be explained in this guide. Steps: 1. Click on the ‘…

Updated 7 Nov 2026 · 43 views