{"id":89275,"date":"2017-08-09T11:00:16","date_gmt":"2017-08-09T09:00:16","guid":{"rendered":"https:\/\/kizeoformscom.kinsta.cloud\/transfer-data-between-users\/"},"modified":"2017-08-09T11:00:16","modified_gmt":"2017-08-09T09:00:16","slug":"transfer-data-between-users","status":"publish","type":"post","link":"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/transfer-data-between-users\/","title":{"rendered":"Transfer of data between users of the same account (mobile to mobile)"},"content":{"rendered":"<p><span style=\"color: #808080;\"><em>Kizeo Forms users can transfer forms to other users of their account.<\/em><\/span><\/p>\n<h3>Step1: Activate the transfer option.<\/h3>\n<ul>\n<li>Go to the <strong>general options<\/strong> of your form.<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-3264\" title=\"Go to your form general options.\" src=\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/general-optons.png\" alt=\"Go to your form general options.\" width=\"900\" height=\"451\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/general-optons.png 1243w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/general-optons-300x150.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/general-optons-768x385.png 768w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/general-optons-1024x513.png 1024w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<ul>\n<li>In the <strong>Mobile<\/strong> tab, check the function allowing the transfer.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3265 \" title=\"Check the &quot;allow data transfer between users&quot; box option.\" src=\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/data-transfer-checkbox-option.png\" alt=\"Check the &quot;allow data transfer between users&quot; box option.\" width=\"775\" height=\"612\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/data-transfer-checkbox-option.png 891w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/data-transfer-checkbox-option-300x237.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/data-transfer-checkbox-option-768x607.png 768w\" sizes=\"(max-width: 775px) 100vw, 775px\" \/><\/p>\n<p>The activation of this option will display\u00a0a new <strong>Transfer button<\/strong>\u00a0in\u00a0the mobile application as well as on the web entry.<\/p>\n<h3>Step2: Manage the rights of transfer.<\/h3>\n<ul>\n<li>Go to <strong>Configuration<\/strong> -&gt; <strong>Forms<\/strong> -&gt; <strong>Rights<\/strong><\/li>\n<\/ul>\n<p>In this window, you can:<\/p>\n<ul>\n<li>Decide whether your user or group can receive transfers by ticking (or not) the checkbox <strong>Can receive a transfer<\/strong>.<\/li>\n<li>Decide whether your user or group can only transfer by checking (or not) the checkbox <strong>Transfer only<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-8223\" src=\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-14.15.17.png\" alt=\"Manage the rights of transfer\" width=\"994\" height=\"698\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-14.15.17.png 994w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-14.15.17-300x211.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-14.15.17-768x539.png 768w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><br \/>\n<a class=\"kizeo-anchor\" name=\"transfer-rules\"><\/a><br \/>\nNote: By default, all of your users have access to the forms. Go to the Configuration menu -&gt; Application -&gt; Right tab and uncheck the box if you want to disable this option.<br \/>\n<a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/users-rights-over-forms-manage-the-rights-of-access-to-your-forms\/\" target=\"_blank\" rel=\"noopener noreferrer\">To learn more about User&#8217;s Rights, do not hesitate to check our tutorial<\/a>.<\/p>\n<h4 id=\"additional-transfer-rules\">The transfer rules.<\/h4>\n<p>With <a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/customisable-user-fields\/\" target=\"_blank\" rel=\"noopener noreferrer\">the Customizable user fields<\/a>, you can filter your user list for transfer.<\/p>\n<h5>Create your\u00a0Customizable user fields:<\/h5>\n<ul>\n<li>Go to\u00a0<a href=\"http:\/\/www.kizeoforms.com\/\">kizeoforms.com<\/a>-&gt;\u00a0<strong>Configuration<\/strong>\u00a0-&gt;\u00a0<strong>Application\u00a0<\/strong>-&gt;\u00a0<strong>\u00a0Customizable user fields<\/strong>.<\/li>\n<li>Here, you need to complete the\u00a0<strong>Customizable\u00a0User Fields<\/strong>. Each fields allow you to add other fix values to each user.<\/li>\n<\/ul>\n<p>Only the users that have the <a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/customisable-user-fields\/\" target=\"_blank\" rel=\"noopener noreferrer\">same customized user field<\/a> will be able to transfer forms.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8219 size-full\" title=\"Additional transfer rules\" src=\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.10.57.png\" alt=\"Additional transfer rules\" width=\"1073\" height=\"497\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.10.57.png 1073w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.10.57-300x139.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.10.57-768x356.png 768w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.10.57-1024x474.png 1024w\" sizes=\"(max-width: 1073px) 100vw, 1073px\" \/><\/p>\n<p>For example, Lena, with its own filter for Country = England and Region = East of England, will only see in its user list for the transfer that people with the same filter as Country = England or Region = East of England.<\/p>\n<ul>\n<li>By ticking the check box, all conditions must be checked, you can decide whether only one or all of the filters must be complied with.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8221 size-full\" title=\"Additional transfer rules\" src=\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.18.27.png\" alt=\"Additional transfer rules\" width=\"1072\" height=\"578\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.18.27.png 1072w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.18.27-300x162.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.18.27-768x414.png 768w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/10\/Screen-Shot-2017-03-16-at-12.18.27-1024x552.png 1024w\" sizes=\"(max-width: 1072px) 100vw, 1072px\" \/><\/p>\n<p>In our example, Lena will only be able to see, in its user list for the transfer that people with the same filter as Country = England and Region = East of England.<\/p>\n<h3>Practical case 1 &#8211; Tansfer of forms\u00a0between\u00a0mobiles.<\/h3>\n<p>Jack\u00a0conducted a security report\u00a0using Kizeo Forms. His entry must be confirmed by his colleague Jeff.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74449 size-full aligncenter\" title=\"Transfer option displayed on mobile.\" src=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/Transfer_option.jpg\" alt=\"Transfer option displayed on mobile.\" width=\"674\" height=\"662\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/Transfer_option.jpg 674w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/Transfer_option-300x295.jpg 300w\" sizes=\"(max-width: 674px) 100vw, 674px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\bJack\u00a0makes his data entry then clicks on <strong>Transfer<\/strong>. He chooses Jeff\u00a0in the user list.<br \/>\nJeff, Jack&#8217;s colleague, is immediately alerted by a notification on his mobile.<br \/>\nKizeo Forms opens in the <strong>&#8216;Reception box&#8217;<\/strong> tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-74455 size-full\" title=\"Find your transfered data in your 'reception box'.\" src=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box..jpg\" alt=\"Find your transfered data in your 'reception box'.\" width=\"2520\" height=\"1736\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box..jpg 2520w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box.-300x207.jpg 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box.-1024x705.jpg 1024w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box.-768x529.jpg 768w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box.-1536x1058.jpg 1536w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/08\/reception_box.-2048x1411.jpg 2048w\" sizes=\"(max-width: 2520px) 100vw, 2520px\" \/><\/p>\n<p>Jeff\u00a0clicks on Jack&#8217;s form to continue the entry.<br \/>\nOnce the entry has been made, he can either transfer again or save the form.<\/p>\n<p>&nbsp;<\/p>\n<h3>Practical case\u00a02 &#8211; Send data from the office to the field.<\/h3>\n<p>This is what is called the<a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/the-push-send-pre-filled-forms-to-your-field-workers\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\"> &#8216;Push&#8217;.<\/span><\/a> Go to our tutorial for more information.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h3>To go a little bit further&#8230;<\/h3>\n<ul>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/advanced-push\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to send pre-filled forms to your mobile users.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/group-users-group-leader\/\" target=\"_blank\" rel=\"noopener noreferrer\">Organise your Kizeo account by creating user groups.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/the-visibility-conditions\/\" target=\"_blank\" rel=\"noopener noreferrer\">Change the way the elements are displayed according to your data input.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/users-rights-over-forms-manage-the-rights-of-access-to-your-forms\/\" target=\"_blank\" rel=\"noopener noreferrer\">Decide which user can or cannot access a form.\u00a0<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en-us\/secure-your-form-using-the-signature-element\/\" target=\"_blank\" rel=\"noopener noreferrer\">Secure your form by using\u00a0the Signature element.<\/a><\/li>\n<\/ul>\n<hr \/>\n<p>&nbsp;<\/p>\n<blockquote>\n<p style=\"text-align: center;\">\u00a0<span class=\"s1\" style=\"color: #95c01f;\">Do not hesitate to comment on this article!<br \/>\n<\/span>All your questions, comments and suggestions are most welcome!<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Kizeo Forms users can transfer forms to other users of their account. Step1: Activate the transfer option. Go to the general options of your form. In the Mobile tab, check the function allowing the transfer. The activation of this option will display\u00a0a new Transfer button\u00a0in\u00a0the mobile application as well as on the web entry. Step2: Manage the rights of transfer. Go to Configuration -&gt; Forms [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":89202,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[723],"tags":[],"class_list":["post-89275","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to transfer of data between users of the same account.<\/title>\n<meta name=\"description\" content=\"This article explains how to transfer data between users, mobile 2 mobile. 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It also explains where to get the transfered data back from your Kizeo Forms app.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/transfer-data-between-users\/\" \/>\n<meta property=\"og:site_name\" content=\"Kizeo Forms\" \/>\n<meta property=\"article:published_time\" content=\"2017-08-09T09:00:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/tutorial-kizeo-forms-1-e1476106260954.png\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"306\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Beno\u00eet Raymond\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Beno\u00eet Raymond\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/transfer-data-between-users\/\",\"url\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/transfer-data-between-users\/\",\"name\":\"How to transfer of data between users of the same account.\",\"isPartOf\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/transfer-data-between-users\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/transfer-data-between-users\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/tutorial-kizeo-forms-1-e1476106260954.png\",\"datePublished\":\"2017-08-09T09:00:16+00:00\",\"dateModified\":\"2017-08-09T09:00:16+00:00\",\"author\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/#\/schema\/person\/9446eb7b20a12c6a0a72d669daecfd1e\"},\"description\":\"This article explains how to transfer data between users, mobile 2 mobile. 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