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Glossary

Updated: Jan 26

API

The API is an IT solution that allows applications to communicate with each other and mutually exchange services or data.


ASSIGNMENT

Assignment allows you to assign one or more files to a user via a workflow, so the user receives the file on their mobile.


AUTOMATION

An automation is an action (send a notification or an email, generate a report, change the value of a field, etc.) triggered automatically when a chosen event occurs and/or under certain conditions. Automations are defined within a form and therefore only affect the forms of this form.


BACK-OFFICE

The back office is the connected Daxium-Air web platform to your customer account and where you can find your personalized environment. Depending on your user rights, you can configure forms, analyze data, create files, etc.


FIELDS

A field has a predefined type (number, text, email, photo, file, etc) which allows you to indicate the type of information that the user must enter in their file. The fields are configured in the form.


CONDITION

A Condition is a rule on a field or lists of fields within an associated values. For the condition to be satisfied, all field values must be validated on the field on which condition was applied.


CARTOGRAPHIC LAYER

It is possible to display your files on a map using their positioning. Map layers can enrich these views of lines and shapes with information from your operations.


DASHBOARD

A dashboard is a control and management tool. It is a visual representation of important information and performance indicators on a single screen through graphs, charts, etc. This makes it possible to measure the performance of a company and evaluate the achievement of objectives.


BROADCAST

The distribution of files on mobile is a way of being able to share data to meet one or more conditions with different groups of users (incompatible with the assignment and therefore with workflows).


SCHEDULED EXPORT

Scheduled exports allow you to connect Daxium-Air and Power BI in order to update dashboards (up to 4 times per day).


SUBMISSION

A submission is a form with at least one field completed by a user, via the web platform or the mobile app. The files constitute your database.


FORM

A form is a digital tool made up of a series of fields to be completed, which you have configured yourself on Daxium-Air according to your needs, in order to collect data.


GROUP

A user group allows you to classify the different users according to their rights on Daxium-Air web and mobile.


INTEGRATION

Integration is a process of combining two or more application in effective way.

WORDING

In a form, the wording of a field is its name, that is to say what will appear when a user fills out their form, on mobile or on the web.


FASHION LISTING

For configuring a report, if "listing mode" is checked, the report will include several files. Otherwise, the report will be based on a single data. Additionally, if "listing mode" is not checked but the record contains one or more relationships, then there will only be the information from the parent record. To have all the information (data and sub-data) on the report, then you must check "listing mode".


MIGRATION

Each modification of the form must be saved so as not to be lost.

After one or more registrations, we have the possibility to activate the form.

An activation creates a new version of the form.

All the files that will be created subsequently will therefore be in this latest version.

The existing files are thus in an earlier version.

Migration allows you to move from an earlier version to a later version, or even to the latest version. Thus, all modifications contained in the destination version will be applied to the records concerned.


MODEL

A template is a Word or Excel file template that can contain information from one or more sheets. The result will then be a report.


MASS CHANGE

This action can only be carried out on the web to modify the field(s) of the selected file(s). This only works on cards in the latest version of the form.


SYSTEM NAME

In a form, the system name of a field is different from the label because it does not appear for mobile users. The system name is useful for configurator (administrator users), particularly when linking with Word, Excel or even Power BI reports.

It is mandatory to give a unique system name. Special characters other than "_" are not authorized. We strongly recommend using one of the following nomenclatures:

1. system_name

2. systemname

3. SystemName

4. System_Name


FIELD PERMISSIONS

In a form, the permission of a field is used to configure 3 parameters: is the field visible to users? Can the field be modified? Is the field required?


GROUP PERMISSIONS

This menu lists all the permissions that are available by license type (administrator, mobile, web contributor or web reader) and it is possible to add permissions to user groups. Thus, a user combines the permissions of his license and his group.

PRE-FILLING

Pre-populating data saves your agents time.

Each field has the possibility of being pre-filled, to do this, you must check the "pre-filling" below the system name. Then, users, on mobile or web, will be able to fill in the information they want and each file created subsequently will contain this information.


SHORTCUT

This web functionality offers you a way to optimize your navigation on Daxium-Air by allowing you to directly access the elements consulted on a recurring basis (shortcut to a personalized application, parameters, forms, files, dashboard, etc.). .).

A shortcut can be visible to all users, or one to one or more groups.


RELATIONSHIP

A relationship field allows you to link two forms together in one direction. The one that contains the relationship field is considered the main form, often called parent, and the one that is covered by the relationship can be called a sub-form, or child form.


REPRESENTATION

The representation of data allows you to personalize the preview of a file on the web as well as on mobile. It is recommended to systematically configure the representation of the form.

This feature is particularly useful during relationships.


FUNCTIONAL STATUS

The elements of a list can have a color. When this list is used in a form and this list is configured in the form parameters as the functional status, this allows the cards to be colored in the card view and the mixed view, for example.


TASK

If the "Allow creation of tasks from this form" is checked, then it will be possible to view each record in the calendar view, on the web as well as on mobile.

Attention: Tasks are incompatible with workflows and deliveries.


NFC TAG

An NFC tag allows, for example, to automatically fill in the fields of a form or to open a form.


CUSTOM TITLE

This option is similar to the representation but in a more limited way, because it includes the data on a single line in the tabs of your cards but also on the dots in map view. By default, the value displayed in the tab corresponds to: Submission No. xxxxx


USER

A Daxium-Air user has an identification email, a password as well as a type of license in order to connect. It can belong to one or more user groups.



VERTICAL BUSINESS

A customer, in Daxium-Air terms, is an entity that can contain one or more business verticals.

Each of them is a closed environment that contains its own forms, lists, reports, submissions, etc. A user can be in several business verticals in a client.


WEBHOOK

A webhook allows you to automatically send records to HTTP endpoints in JSON format at certain points in the record lifecycle. Webhook configuration is done at the automation level.


WORKFLOW

A workflow defines the life cycle of a file through states. It allows you to assign the relevant form to a user, that is to say, to send the relevant form to a user's mobile, so a team can take turns working on a form based on different states.

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