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This article will explain what is the "Wait for Completion" switch that appears on every section when you activate ADVANCED WORKFLOW.

Wait for Completion

This article will help you understand how and why to use the Advanced Tabled feature.

Horizontal Sections with Advanced Table

What are task elements and how they are different from regular tasks and the tasks generated by advance workflows.

Task elements

This article will show you how to display different types of alert messages based on a numeric element's value.

How to display alerts in a numeric element depending on its value

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

Advanced Workflow

Reporter, Manager, Admin permission levels.

Role Permissions And Access Matrix

Prevent other users from editing or deleting your Apps.

App Template Ownership

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

Attach Documents To App Templates

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

Privacy & Viewing Setting For App Templates

Copy or clone entire sections to build apps faster

Workflow Section Cloning

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

Next Number Mode

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

Required and Mandatory Fields

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

Copy Workflows

Audit history, change tracking and visibility

Audit & Change Tracking

Is a list of items that could be referenced multiple times across different Workflows and could be edited (maintained) in one single place.

Reference Data

This feature allows you to enter different hierarchical structures that are relevant to your operations - i.e.: the sites and sub-divisions

Hierarchy

With Assets you will be able to organize and keep track of all the assets relevant to your operations.

Assets

Craig

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

Advanced App Building

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

Send an email every time you submit an activity

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

Trigger Sections / Smart Responses

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

Routine / Re-occurring Tasks / Expected Number of Submissions

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

Alert With A Task And Email Automatically

How to setup calculations and calculate elements in your workflows. tax rates, costs, totals, sums, math, averages, etc.

Math Calculations, Totals, Sums, Count, Average

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FAQ & Support

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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