Forms

48 articles in this category

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 19 Sept 2026 · 86 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 20 Sept 2026 · 78 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 20 Sept 2026 · 74 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 19 Sept 2026 · 72 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 20 Sept 2026 · 71 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 19 Sept 2026 · 70 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 19 Sept 2026 · 69 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 19 Sept 2026 · 64 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 19 Sept 2026 · 56 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 19 Sept 2026 · 55 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 19 Sept 2026 · 54 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 20 Sept 2026 · 54 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 20 Sept 2026 · 50 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 19 Sept 2026 · 50 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 19 Sept 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 20 Sept 2026 · 48 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 20 Sept 2026 · 48 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 19 Sept 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 19 Sept 2026 · 47 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 19 Sept 2026 · 46 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 19 Sept 2026 · 45 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 19 Sept 2026 · 43 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 20 Sept 2026 · 42 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 19 Sept 2026 · 42 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 19 Sept 2026 · 41 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 19 Sept 2026 · 34 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 20 Sept 2026 · 29 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 19 Sept 2026 · 27 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 19 Sept 2026 · 25 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 19 Sept 2026 · 25 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 19 Sept 2026 · 24 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 19 Sept 2026 · 24 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 19 Sept 2026 · 24 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.