Author Archives: Diederik

Export Form Data to Microsoft Excel

Today we added a feature to Papyrs to export Papyrs Forms data to Microsoft Excel.

Papyrs Forms are used to track all sorts of information. You can use it to keep track of your sales leads, customer orders, invoices, customer feedback, appointments, or anything else. With Papyrs you can just drag&drop form widgets onto a page and a fully functional database application is created automatically for your form. Sometimes, though, you want to do some extra analysis on the data you have stored in your Papyrs Forms database. This analysis you may want to do in a spreadsheet program.

With this Papyrs update creating these Papyrs reports of your data and exporting them to Microsoft Excel takes just a single click. Navigate to “Views & Reports” and select “Export to Excel”. Your browser will download an XSLX file that can be opened by Microsoft Excel 2007 or above, macOS Numbers, Open Office Calc, and Google Sheets.

export_to_excel

Open the downloaded file in your spreadsheet software of choice and you can do your work right away. No conversion or import step necessary.

excelified

Note for existing Papyrs Users
Export to Microsoft Excel is the default for new users, but existing users have to change their Data Export format first. To do this navigate to settings:

nav_to_settings

Then select “MS Excel” as “Data Export format” on the Preferences page and click Save:

export_format

Bulk permission assignment for App pages

With Papyrs, we want to make it really easy to collect and process information online. You can easily build online custom forms with drag & drop. The forms are put directly on your Papyrs pages, so you can show any other relevant rich content and information alongside your form. The data you collect with these forms ends up in a form database that you can search through, filter based on relevant attributes and you can export form data to a spreadsheet program like Excel.

Permissions for Papyrs Forms are straightforward. You can choose whether regular users can view all submitted form records or only those form records they have submitted themselves, and whether they can edit nothing, their own form records, or all form records.

2017-09-01-16_23_13-simple-form-page-_-papyrs

You can upgrade a regular Papyrs Form to a Papyrs App. With Papyrs Apps every time a form is filled out Papyrs creates a Papyrs Page for that individual form record. You can then add rich content to that form record like you can for any regular Papyrs page. This means you can add Tables, Image Galleries, Videos, and any other rich content you like to that App Page. But you keep all the benefits of the structure that a form provides.

These App pages can contain any kind of content. Some of this content may be sensitive, some of the content you may want to share with everybody in your organization. That’s why you can set access permissions for individual App pages. Administrators can choose who can view and who can modify an Papyrs App page. This is in contrast to regular forms where the same permissions apply to every record in the form database. However, when you have dozens or even hundreds of these pages setting these permissions individually can get tedious. That’s why Papyrs has a Bulk Permission assignment tool. You can use that to quickly copy permissions between users, set all permissions for pages in a specific category or for pages with a specific tag. One thing was missing though: the option to set permissions for all pages that are part of a specific Papyrs App. We added that feature today.

To use Bulk Permission assignment for Apps pages first navigate to the people directory and select Edit Permissions:

edit_permissions

Then select “Filter pages”:

permissions

And here you can select the App Filter:

set_app_filter

For Papyrs users who are not yet familiar with Papyrs Apps, take a moment to look at https://papyrs.com/apps/ for a quick overview. The section on Papyrs Apps in the User Documentation describes the functionality in detail. Of course, if you have any question about Papyrs features you can always Contact Us

Image Gallery in Activity Feed

Just a quick Monday-morning update. If you click on image thumbnails on the activity stream you’ll now get an Image Gallery.

gallery1

The Image Gallery looks something like this:

gallery2

The image gallery is touch-enabled and works on mobile devices. You can still download images by clicking on the filename at the bottom of each image or by right-clicking and choosing “save link as”. If you add a mix of documents and images as attachments to a comment, only the images will appear in the gallery, the other files will be available for download as before.

Papyrs Real Time Activity Stream

Today we’re introducing a couple of improvements to the Activity Stream.

feed

The most important change is that the Activity Stream is has become real time. What does this mean? It means that whenever posts a comment, submits a form, creates or updates a page the activity feed will get updated immediately! This includes discussions on pages that use the Discuss widget. This means you can finally have real-time conversations on Papyrs!

When the real time feed is working you should see a green light next on the Feed page (number 1. in the screenshot). If you don’t see the green light (even after refreshing the feed page) then your browser doesn’t support real time notifications.

We also added yellow envelope icons next to the groups on the right hand side of the activity feed. Click those icons to toggle whether you want to receive email notifications for activity in that group (number 2. in the screenshot).

Finally, new activity gets highlighted in the feed so you can easily recognize which items are new. New items have a brightly colored bar to on their left side (number 3. in the screenshot). The color of the bar depends on on your site’s Theme settings.

That’s it for now. Thanks for reading!

Requirements: A recent version of Chrome, Safari (Mac or iOS), Firefox, or Microsoft Edge.

Two-factor Authentication in Papyrs

Today we introduced two-factor authentication which you can enable for extra security. With two-factor authentication two different things (factors) are required to log in: something you know (your password) and something you have (your phone).

So when two-factor authentication is enabled you can no longer log in just by entering your password, you will also need to enter a time-based security code from your phone.

Apps
Our implementation is compatible with OTP apps such as:

  • Google Authenticator for iOS,
  • Google Authenticator for Android, and
  • Microsoft Authenticator for Windows Phone

Papyrs usesĀ Time based One Time Password (TOTP).

Enabling two-factor authentication

1. Go to Settings > General. Then Select “Enable two-factor authentication”.

Two-Factor Authentication in Settings

2. Enter your password and scan the QR code in your OTP smartphone App.

Two-Factor Authentication Scan QR code

3. Enter your OTP security code from your smartphone app.

Two-Factor Enabled

4. Success! Two-factor authentication is now enabled.

That’s it for this update. More coming soon!