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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...

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...

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...

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...

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, ...

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...

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...

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 ...

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 ...

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 ...

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...

Fields in solution Normal questions "Complex question" Sum of scores in normal questions "Calc: Complex question (sum)" Setting up multiple response for a question "Multiline: Location editor" "Multiline: Complex question" Contact informati...

Each record in Tempus Serva has a status assigned. A status signifies the state of the record, in regard to maturity, responsibility and degree of completion etc., but also serves as an anchor for automated actions and permission for users. A default status ...

Status actions are addon functionality bound to a certain status. When an item fullfills certain criterions, the action is fired resulting in Sending of an email (Notification) Export and routing of documents (Export) Creation of tasks (Task create) C...

The actions are fired when a certain condition is meet AND the item is in the parent status An item enters the status An item leaves the status Time has passed while an item was in this status Timed actions The time specified is relative to a value of...

Status dependencies ensure that a certain status can assigned, after certain criterions are met. Example: Status "Pririoty handling" dependency: Customer type = "GOLD"

Status flows represent legal pathways in the workflow. In regard to the user interface, only valid options will be displayed i the records status selector. This check is also carried out by the data layer, so the same restrictions apply regardsless of data wa...

The routing feature provides options for changing a records status automatically. To do routing you need the following A test case A field reference Compare operator (ex. "=") Compare value (ex. "Hello world") Status set if the test is POSITIVE ...

The process of sending email is Generate email and put in queue ("outbox") Send email to recepient ("sent") When status actions are executed or user notifications are triggered, the email queue is filled. Nothing happens before the queue is flushed, so ...

Status actions are actions bound to a certain status, that has its type set to "timed". This service will execute the actions, and will log the results. The service ensures that each action is only executed once per item. Exception to this rule: Changing the ...