Weever Forms
Access Levels
Submitting Forms
Action Tracker & Workflows
- What is a workflow?
- How can I allow staff users to edit workflows?
- How can I automatically close a workflow if a follow up isn't required?
- How can I force a comment when a workflow is closed?
- How do I assign workflows or action items?
- How do I set a due date for a workflow?
- How can I avoid a backlog of open workflows in Action Tracker?
- How do I optimize my forms to ensure work gets completed?
- How do I unlock the full potential of Action Item Management?
- How does the Action Tracker page work?
Form Reports
Form Builder
- How do I utilize the Audit Trail feature?
- How do I send email notifications based on user's selections in a form?
- Form Builder Best Practices
- How do I add unique IDs to form submissions?
- How to automatically generate a status or instructions based on a number field for risk assessments and other use cases
- What happens when I delete a form using the Form Builder?
- What happens if I delete a field from my form?
- How can I collect more information if a number is out a range?
- How do I embed pictures in my forms?
- How do I add calculations to my forms?
- How can I add scoring (a score) to my forms?
- How can I add an owner to a form?
- How do I use Weever's Form Builder?
- How can I add buttons for hyperlinks in my forms?
- How can I print a QR code that links to my form?
- How do I use Conditional Logic in my forms?
- How can I collect the same data point multiple times in a form?
- How do I create a link to a Teams chat within a Form?
- How does each field in Form Builder work?
- How do I embed a form inside a form?
- How can I send keep the original submitter updated on workflow progress?
- How can I auto close a Form using Form Field triggers?
- How do I embed a Google Drive, Youtube or MS Sharepoint video into my Weever Forms?
- How do I modify Form Settings in the Form Builder?
- What types of forms can I create in Weever Forms?
- How does the Info Box field work?
- How do each of the multiple choice fields work?
- How do I use the 5 Why's field for Root Cause Analysis?
- How can I assign weighted percentages to questions in my form?
Database Manager & Shift Managagement
Form Folders
User Management
Distribution Lists
Pro-Tips
- How can I automatically download and open a file from Weever?
- How do I create a shortcut/bookmark for Weever?
- How to Create a QR Code for any page on Weever using Google Chrome
- How to use "Passwords" and Conditional Logic to hide/reveal additional fields in a form
- How to provide real-time, on-demand instructions
- What is Weever Assistant?
- How do I link from one form to another?
- How can I use Weever to link to other websites my staff may need?
- How do I use icons in Weever?
- How can I make a form only accessible through a QR code?
- How do I use OCR Scanning in Weever?
Weever Training
Power BI Integration
- What do the date column headers in Power BI mean?
- How do I embed Power BI reports into my forms?
- How can I update my report after I update or delete a field?
- How do I connect Weever Forms to Power BI?
- How can I easily monitor the adoption of my forms in Weever?
- How can I increase the speed of my data refreshes in Power BI using "Incremental Refresh"?
- How do I set up a scheduled refresh of my data in Power BI?
- How can I convert date fields in Power BI?
- How can I get a custom dashboard with my Weever data?