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Security
Authentication Authentication is based on username/password. Optionally 2-factor authentication can be set up using af mix of SMS sent to phone IP address of callers Single sign on (optional) Single sign on integration is included for ADFS LDAP (...
Requirements
Languages Frontend can run multiple languages simultaneously. Preconfigured languages English Danish Other languages can be setup in the backend Backend language is English Software User clients A modern browser is needed Chrome Mozilla ...
Licenses
Normal users Only active users are paid for, down to a minimum of 5. A service can be configured in order to automatically deactivate inactive users. Anonymous users Anonymous users are paid for per active interface (access to a solution): All users usi...
Permissions
Permissions tie together Groups Blocks (optional) Status (optional) Permissions are stackable, so if higher permissions are given through one group, they will override lower permissions from other groups. The exception is the usage of the DENY permiss...
Blocks
Blocks are permission "groups" for fields, ensuring that permissions only have to be set once for each "type" of information. Permissions in a solution point to fields via the block related to the field.
AI conversion
Usage Ever stood with a large amount of unstructured of documents, wanting to convert them into structured database. With our AI Filemorph that is actually possible: You upload large amounts of documents, that are converted and linked to database records. T...
Advanced input forms
Usage In TS it is possible to configure very advanced and dynamic input form behavior. The goal is to minimize the effort required to enter data, and at the same time maximize data quality. In case you need step-by-step questionnaires or wizards, we recommen...
Duplicate prevention
What it is Example: A hr-management system is used to hire new employees that have to be registered with information such as name and email address. During this registration mistakes can happen where an employee is registered multiple times, creating dupli...
Status level dependencies
What it is Example: A hr-management system is used to show information on employees who are assigned to projects. These employees are either currently working on a project or between projects. Or they might be in the process of being hired and would theref...
Questionnaires
Usages Questionnaires are used for data collection for external parties. TS questionnaires can be used in two modes A public page everyone with a link can access Specific requests sent to a user to add information to a record Access are given by addin...
Understanding interfaces
Interfaces allow access to the system with preset values for Wrapper Stylesheet Template Language User context When accessing the interface the user is redireceted to the main page with the correct parameters set. In case the user context is active, ...
Using interfaces
Interfaces are access points for external users (someone using the system without a login). For a more detailed description, please read: Understanding interfaces Basic configuration An interface has the following configuration options Interface URL U...
Step-by-step questionnaire for specific users
Create a new solution and test it Make sure that solution contains an field of the Email type Create an interface [solution] > Advanced > Interfaces ... ADD Interface Active: X Unique name: [unique name across all interfaces] Anonoumou...
Step-by-step questionaire for anonoumous users
Create a new solution and test it Create an interface [solution] > Advanced > Interfaces ... ADD Interface Active: X Unique name: [unique name across all interfaces] Anonoumous user Active: X Insert items: X Use questionaire style interf...
Controlling the status flow
Status after first update: Designer > [Solution] > Advanced > [Interface] Update the value "Status after update" Status after questionaire completion: Designer > [Solution] > Advanced > Functionality - Questionaire - Messages Update the value "Final...
Exporting spreadsheet data
Data exports can be done in a blink of an eye In list mode of an solution click the XL sheet icon. Choose relevant export options Note that the export provided respects currect filters, sort order and grouping. The export options are as follows All ...
Importing spreadsheet data
In list mode of an solution click the Package import icon. Columns in the import file will be matched to fields in the active solution. Preferably system field names should be used, as these are guaranteed to be unique. A template for the data can easily be b...
Understand how imports work
Data inserts and updates are carried out by a system user, that has exactly the same priviledges as a normal user. If field permissions are missing field value changes will be ignored, and if restriction is not met the operation will fail as normally. Finally ...
Questionnaire building process
In order to create a complex questionaire you first choose between copying a solution and creating from scratch. We strongly reccomend the copying if you are unfamiliar with designing solutions. Creating from scratch Steps to create a questionaire includes ...
Setting up a questionnaire with report
Field types Complex questionnaires contain fields for sending the questionnaire and answering questions. Depending on how the questionnaire is distributed to the users, you will also need contact information such as name and email. Questions and scores For...