Weever Knowledge Base

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Weever Knowledge Base

Weever Forms

Weever Forms

Everything you need to know about Weever Forms so you can get the most out of it.

How does Weever Forms work?

How do I assign action items?

Access Levels

What are the access levels in Weever Forms?

User Access Guide for Forms & Inspections

Submitting Forms

How do I find the form I need?

How do I upload videos in form submissions?

How do I submit a photo, video and upload a file with Weever?

Action Tracker Page

How can I force a comment when a workflow is closed?

How does the Action Tracker page work?

How can I automatically close an action item if a follow up isn't required?

How can I allow staff users to edit action items in the In Progress section?

How can I assign a ticket?

How do I set a due date for a ticket?

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Form Reports

How does the Form Reports page work?

Form Builder

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 add unique IDs to form submissions?

How do I send email notifications based on user's selections in a form?

How do I use Conditional Logic in my forms?

How can I collect the same data point multiple times in a form?

Form Builder Best Practices

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 do I assign multiple action items in a form?

How can I send keep the original submitter updated on action item progress automatically with email notifications?

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?

How does the Info Box field work?

How do each of the multiple choice fields work?

What is the difference between "User Lookup", "Reported by" and "Action Item" Assignee fields?

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Asset Management & Data Sources

How do I use the shift data source?

How do I manage my assets (Lines and Equipment) in Weever?

How do I build custom databases in Weever?

Form Folders

How do I make folders and subfolders for my forms?

Deleting Form Folders in Weever

User Management

How do I manage my users?

How do I register as a user?

Rewards

What are the access levels for the Rewards add-on?

How does the Rewards Add-On work?

How can I award points to more than one user?

How do I see how I earned my points?

How can I see the top points earners in my rewards program?

How can I make sure the launch of Weever Rewards is a success at my site?

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Form Workflows

What types of forms can I create in Weever Forms?

Distribution Lists

What options do I have for distribution lists?

Why did I receive this email from Weever?

Pro-Tips

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 automatically download and open a file from Weever?

How can I make a form only accessible through a QR code?

How can I assign weighted percentages to questions in my form?

How do I use OCR Scanning in 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 Pass Percentage to Hide and Reveal Additional, Follow up, and “Action Item” fields.

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?

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Weever Training

How do I use Weever for quizzes?

Power BI Integration

How do I connect Weever Forms to Power BI?

How do I choose the form data in the Weever Submission Report template?

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?

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 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"?

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Weever Projects

How do I use Weever Projects?

How do I use the 5 Why's field for Root Cause Analysis?

Troubleshooting

Who is my Weever administrator and what can I contact them for?

Why can't I login?

Why didn't I receive an email I was expecting?

Why can't I submit a form?

Notifications & Alerts

How do email notifications work for Action Item Assignees and Due Dates?

Localization

Language Selection and Translations in Weever

Weever Dashboard

How do I build custom tiles on Weever Dashboard?

How does Weever Dashboard work?