Advanced App Building

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

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

Advanced Workflow

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

Role Permissions And Access Matrix

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

App Template Ownership

Prevent other users from editing or deleting your Apps.
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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
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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
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Written by James McDonough
Updated over a week ago

App Template Section Cloning

Copy or clone entire sections to build apps faster
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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.
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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 App Templates / Forms

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

Audit & Change Tracking

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