Go to FAT FINGER
All Collections
Advanced App Building
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