Person form management & settings

Personnel group control panel

The personnel group's control panel has many different functions, which you can use to, for example, customize the personnel group's settings, import information into the system, and publish the form you created.

1. Settings: Here you can find all the basic settings of the person group.
2. Payment: Here you can manage payment transactions and select products for your customers to purchase.
3. Documents: Here you can create documents such as contracts, certificates or info packages.
4. Export data: Here you can download data collected from a group of people to your computer as a CSV file.
5. Publishing settings: Here you can for example publish a form. 
6. Form fields: Here you can edit the form.
7. Language versions: Here you can create a form for three (3) more languages.
8. Rights: Here you can manage permissions to view and edit a form or collection.
9. Log: Here you can see the most recent edits made in a group of people.

Personnel group settings

The basic settings of the personnel group are managed through the Settings tab.

 

Functions of the settings

Name: The official name of the form, which is also visible to outsiders.

Short name: The short name is shown in the top panel of GEST. 

Button color: You can change the color of the button later

Enhanced view: The identity form changes to a very basic version on the front page. The selection removes features and speeds up updating data. 

Allow check-in without approval: By default, you can check-in only approved persons. By checking this item, you can also check in people with other statuses.Also allows non-approved persons to check-in in the check-in view.

Create a multilingual form: Create language options for the form.

Create your own descriptions for language versions: Create your own accompanying texts and confirmation messages for different language versions. So if you create a form in several different languages, it is good to create instructions in that language for each language version to make the user experience as smooth as possible. 

Enable a JSON feed: Create a feed that can be supported in other systems. Open the collected data into a code format that can be read by other systems.

Use Encryption for JSON Feed: The selection encrypts the data and locks the input, which can be opened with a password. 

JSON secret key: The password you choose to open the JSON feed. 

Visma Sign category: You can choose from the drop-down menu into which folder the documents to be signed in the form/are saved on Visma Sign. The folders must be created in VismaSign, after which they can be selected in GEST. More instructions for this can be found on the page Visma Sign & electronic signatures.

Enable captcha: Ensure that the person filling out the form is a human and not a bot.

Default language: You can choose the default language of the page, but it is not mandatory 

Search pages: In the person group view, create page divisions every thousand people. Handy especially if you have several thousand people in a person group. Remember, however, that when the 'search pages' function is enabled, the personnel group search function does not automatically search all pages. Remember therefore to search all pages. 

Generate automatic code: Create your own code for people. Suitable, for example, for personalized messages or raffle codes.

We will go over other control panel functions on the following pages.