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People Collection- Create Form & Add records in People Collection

Customer data can be uploaded on the Urva web portal that can be assigned to the field users. This helps the field user to find the customer details for a customer visit.

Create a Customer collection form, please follow the below steps:

  1. On Urva home page, Go to People under Collections.
  2. Click on any of the records visible to you.
  3. Click on +New icon to add a new people form under collection.
  4. Enter the collection name. Click on any interface appearing on right or drag the fields to create the form.
  5. When you open the interface properties, enter the Label name of the interface and other settings if required. (Detailed description of the settings is given at the end of the page)
  6. Click  icon
  7. Click SAVE

 

 

Add customers one by one:

  1. Go to the People under Collections.
  2. Open any record base. (Select the records base from the list)
  3. Click on the +NEW icon and then click on ITEM to add customers ONE BY ONE.
  4. Add customer details in fields like Name, Mobile Number, Email ID etc. Click on Next after filling the whole interfaces. ( These interfaces are dependent on the type of form that you have created)
  5. Finally click on SUBMIT  and your a form will be created.

Add Customers in Bulk :

  1. Go to the People under Collections.
  2. Open any record base. (Select the records base from the list)
  3. Click on the +NEW icon and then choose UPLOAD to add customers in bulk.
  4. Click on TEMPLATE to download in excel sheet. An excel template will be downloaded to enter the data.
  5. Enter details in excel template and save it on your computer.
  6. Drag and Drop excel file or choose file to Upload.  (You can delete all previous data by clicking on Purge All Data option if required. Skip it you want to keep old data as it will delete the whole data in the company database)
  7. Select Skip Validation if you want to avoid any validation of data while uploading excel sheet like validation based.
  8. By selecting Assignment Condition, you can assign collection data to specific user based on location/ area or branch. Select the location and then selet sepcific user to assign.
  9. Click on UPLOAD. Finally data in EXCEL sheet will be uploaded.

 

 

Basic Properties of the any interface of People Form:

  1. Label Name: This will give title to the interface. For example: If you will add client's name in the field, then you can give the title "Client Name" to that interface column.
  2. Access: You can either make an interface accessible to web use or mobile use. You can define permissions based on the type of interface.
  3. Show on Task Listing screen: Add ing priority number to modify the order and visibility of the records on list screen on web and mobile both.
  4. Sub Type: It defines the type of data to be entered in the column. For Example: it is single line, multi-line text, decimal interger number or phone number.
  5. Category: It defines the category of the data which is going to be entered in the interface column.
  6. Min max validation: You can define validations against the length or number characters to be added.
  7. Regular expression:
  8. Mask input: Add a masking to your data.
  9. Read only (Non editable): Make the interface non-editable.
  10. Unique: The information will become unique if enabled. It will prevent duplicate data.
  11. Required: This make the interface mandatory to fill. It will show with a star mark.
  12. Barcode: Enabling this will give option to fill data by scanning the barcode.
  13. Audio input: This voice to text feature will make data filling easy and convenient.
  14. PII (Personal Identifiable Information):
  15. OMNI CHAT (Require OTP to update): 
  16. ACTION API: Add API available to auto fill or crocc check the information available through the APIs.
  17. INFORMATION: Add sample info to guide the users to help them filling out the form.
  18. DETAIL INFORMATION (Enable Detail Information):