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- SETUP
WahlJira Legacy server JIRA (sharevision.atlassian.net) columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 3fb75880-5785-3f69-afca-952a52a99b81 key KB-12 How do I setup ShareVision for my Staff users to start completing forms?
Input Basic data
Input INDs
incl photo on Profile
Input PRGs
Input RESs
Create User accounts.
Admin manually
Get ShareVision to do at cost
Setup Permissions/Security
FORMS
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How do I create similar forms that share some fields that are the same?
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How do I create a form for staff to complete?
- There will be an overview in paragraph form with links to relevant pages.
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A form collects data to be stored in a list. Generally, when creating a new form, you will create a new list, then create columns to place in the form for your staff to enter data. The form is presented to staff users by a Filter Page, which you will need to configure in the Filter Page Wizard. In ShareVision you can create multiple Content Types (forms) that share columns, collecting data for the one list. Each form can contain shared columns and columns unique to a content type. With multiple content types on a list, a Filter page can be configured for each content type using the Filter Page Wizard. Each filter page will filter the list to display for staff only the records (items) for an Individual, Program or Residence and a 'new form' link to create items.
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QUERYING DATA
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What kind of queries can I make of data within a list to return results on screen?
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You can make simple, single-list queries to view the results returned on screen. These on-screen queries can be exported to a file format, for example Microsoft Excel, to be manipulated outside of ShareVision. In the list-view of any selected list or library, an Administrator User or a Staff User with permitted security privileges can create a 'View'. This view can be configured with various parameters to perform and display the results of a simple query on the list data. Parameters include; filtering on values with and/or statements, grouping, sorting and basic math operations. See: Create a New View |
How do I export the results of my list data query to use outside of ShareVision?
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Once a view (onscreen query) is created, the results can be exported from ShareVision to be manipulated or reported on using other applications. The data is exported initially in a file format called Internet Inquiry (IQY) which is saved to your computer and can be opened in Microsoft Excel. Once open in Excel the file can be saved as an Excel workbook. Note that the IQY file still has a connection to the original, source list and changes made to data in the IQY file will be written to the list in your ShareVision site. Saving the IQY file as an Excel Workbook removes this connection such that changes made in the Excel file will not be reflected on your ShareVision site. Data in the Excel file can be manipulated and imported into other applications. Where the list view query parameters do not offer enough functionality, Report outputs can perform additional query operations and charting of data. Reports can also perform multi-list queries, combining data from multiple source lists. Reports can be developed through consultation with your Product Expert. |
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