Advanced App Building

Learn how to get the most out of your digital forms, checklists, procedures and workflows.

15 articles in this collection
Written by James McDonough and Rosco Pettinari

Advanced Workflow

Advanced Workflow overview of how it works, setup, and FAQ

Written by James McDonough
Updated over a week ago

Role Permissions And Access Matrix

Reporter, Manager, Admin permission levels.

Written by James McDonough
Updated over a week ago

App Template Ownership

Prevent other users from editing or deleting your Apps.

Written by Rosco Pettinari
Updated today

Attach Documents To App Templates

Insert Photos, Drawings, Documents and most file types inside of your app templates

Written by James McDonough
Updated over a week ago

Privacy & Viewing Setting For App Templates

Control who can and can not see sensitive submitted activity data. Perfect for HR and other secure data

Written by James McDonough
Updated over a week ago

App Template Section Cloning

Copy or clone entire sections to build apps faster

Written by James McDonough
Updated over a week ago

Next Number Mode

Need each activity to generate a new number? Field Ticket, Invoice or where you need to have a ID number.

Written by James McDonough
Updated over a week ago

Required and Mandatory Fields

Making app template elements required to ensure they are always filled out.

Written by James McDonough
Updated over a week ago

Copy App Templates / Forms

How to duplicate, copy or replicate existing app templates. Also known as copying forms.

Written by James McDonough
Updated over a week ago

Audit & Change Tracking

Audit history, change tracking and visibility

Written by James McDonough
Updated over a week ago

Advanced App Building

Send an email every time you submit an activity

Email, alert, send forms or reports by email when you use the app

Written by James McDonough
Updated over a week ago

Trigger Sections / Smart Responses

How to create Trigger sections. Triggers are what some of our clients also refer to as smart responses or and/if logic.

Written by James McDonough
Updated over a week ago

Routine / Re-occurring Tasks / Expected Number of Submissions

This allows you to nominate how many times the app should be used. If users do not reach the set amount. Reoccurring tasks.

Written by James McDonough
Updated over a week ago

Alert With A Task And Email Automatically

Automatically alert and assign a task to someone who has submitted an App activity. Notifications also commonly known as Route or Routing

Written by James McDonough
Updated over a week ago

Calculations, Totals, Sums, Count, Average

How to setup calculations and calculating elements in your app templates. Tax rates, costs, totals, sums, math, averages, etc.

Written by James McDonough
Updated over a week ago