Let’s look at the order process using the example of a business card order. This offers numerous advantages. Precise information and confidential data are required for business cards. If you collect this information by having all of the employees complete an online form within COYO, you ensure that the information is correct and stored in writing in a safe place.
You select the various fields required for the order overview in advance in the settings, give them a name, and add them to the form.
Which fields do you require for the overview shown above?
The usual information on a business card besides the company details is the person’s personal contact details. Ideally, you have your users complete this themselves.
To do this, select the fields
- User: The person requiring the new business cards is also linked directly here.
- Number: The numerical field is available for quantities or item numbers.
- Text: The field is a free text field. Any text you like, whether words or sequences of numbers (telephone number), can thus be entered here.
If you activate the checkmark to "hide" the field, it is not shown in the overview, only in the final export of the form.
This can also be used when your users should see the entries but not all of the data.
Which fields can you generally use?
What does the overview of the submitted form look like?
You can conveniently set when creating the app – or at a later time – that the responsible employee will be notified once a new order is submitted via the app. The allows for faster and more efficient workflows.
What kind of e-mail notifications are sent?
The checkmark next to "Confirmation" only means that the user who completed the form has received an e-mail that the application has been received.
This can be handy if the final entries can only be viewed by app admins.
What does this kind of notification via e-mail look like?
Here you can see an example of the notification: