Advanced App Building

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

James McDonough avatar Rosco Pettinari avatar
19 articles in this collection
Written by James McDonough and Rosco Pettinari

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

This article will show you how to display different types of alert messages based on a numeric element's value.
Rosco Pettinari avatar
Written by Rosco Pettinari
Updated over a week ago

Task elements

What are task elements and how they are different from regular tasks and the tasks generated by advance workflows.
Rosco Pettinari avatar
Written by Rosco Pettinari
Updated over a week ago

Horizontal Sections with Advanced Table

This article will help you understand how and why to use the Advanced Tabled feature.
Rosco Pettinari avatar
Written by Rosco Pettinari
Updated over a week ago

Advanced Workflow

Advanced Workflow overview of how it works, setup, and FAQ
James McDonough avatar
Written by James McDonough
Updated over a week ago

Wait for Completion

This article will explain what is the "Wait for Completion" switch that appears on every section when you activate ADVANCED WORKFLOW.
Rosco Pettinari avatar
Written by Rosco Pettinari
Updated over a week ago

Role Permissions And Access Matrix

Reporter, Manager, Admin permission levels.
James McDonough avatar
Written by James McDonough
Updated over a week ago

App Template Ownership

Prevent other users from editing or deleting your Apps.
Rosco Pettinari avatar
Written by Rosco Pettinari
Updated over a week ago

Attach Documents To App Templates

Insert Photos, Drawings, Documents and most file types inside of your app templates
James McDonough avatar
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
James McDonough avatar
Written by James McDonough
Updated over a week ago

Workflow Section Cloning

Copy or clone entire sections to build apps faster
James McDonough avatar
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.
James McDonough avatar
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.
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Written by James McDonough
Updated over a week ago

Copy Workflows

How to duplicate, copy or replicate existing app templates. Also known as copying forms.
James McDonough avatar
Written by James McDonough
Updated over a week ago

Audit & Change Tracking

Audit history, change tracking and visibility
James McDonough avatar
Written by James McDonough
Updated over a week ago