How to use the tags ?

What is the goal of the tags ?

The tags have a double application.

Used in the studio, they make the technician's life easier during interventions by automating tasks such as performing calculations, pre-filling values ​​or pre-filling e-mails from previous results.

You can also use them to configure a personalized report, meeting your regulatory format.

What is a tag ?

Tags are unique codes surrounded by two pound signs ## multiple_choice ##

There are general tags linked to an intervention used to retrieve information such as the name of the intervention, the start date, the end date or the name of the technician in charge of this intervention.

Then there are the specific tags, which are linked to each  widget of the form. For this type of tag, you can retrieve 3 different pieces of information :

• The title of the brick by adding ": title" at the end of the tag: ## multiple_choice: title ##
• The operator response : ## multiple_choice ##
  The name of the user who filled this brick ## multiple_choice: user##                                                    

Where to find these tags ? 

The tags are accessible in two different places :

1. From the Studio by clicking on the Tag icon.

2. By downloading the configuration file from your document.

In practice terms, how does that work ?

An operator will work on a site and carry out an engine inspection. At the end of his intervention, he wishes to send to the client, in addition to the personalized report, an email with the summary of the intervention including the key data, so that his company can start the invoicing cycle.

Explanation of how to use the tags.

In my form "Engine maintenance sheet", I will select the data that I want to include in the email : that is to say the engine power and its condition.

1; Click on Brick Tag First name / Last name
2. Paste the tag in the body of the email.
3. Repeat these actions for the "General engine condition" and "Engine power is" brick.

At the end of the intervention, an email will therefore be sent to my client with the information provided by my operator, and this in complete transparency.

To go further

Tags: special cases (repeatable sections, photos, Yes / No)