Platform
Extensive Overview of the Entire Platform
Getting Started
- Key Concept: Screens
- Key Concept: Data Sources
- Pushing/Pulling Data To/From Other Systems
- Key Concept: Docs
- Using Images in Your Apps
Form Screens
View all (22)Form Recipes
- Common Formula Q&A
- Showing and Hiding Fields (Visibility)
- Dynamic Answers & Calculations (Dynamic Values)
- Dynamic Titles and Hints
- Cascading Choices (also known as Parent-Child)
Form Connectors
View all (11)Data Captured from Forms
- Viewing Form Entries in a Table
- Viewing Form Entries on a Map
- Editing Form Entries
- Manually Downloading Data
- Date and Time values in Form entries
Data Sources
- Adding a New Data Source
- Editing Settings and Rows
- Using Image Columns
- Updating a Data Source from a Form
- Advanced Column Settings (Filter Reference & Conditional Styling of Rows)
Data Source Connectors
View all (6)Output Templates
- Word Templates
- Excel Templates
- Hiding Rows / Sections of Your Template
- Dynamic Output Using Form Formulae
- PDF Output Tips and Tricks
Advanced App Building
- Showing Data Source Rows on a Map (Mapping Screens)
- Displaying & Updating Data Rows from/to An External System
- Launching Your App from a URL (App Links / Deep Linking)
- Advanced Column Settings for Data Sources
- User-Defined Filters on Inquiry Screens
Connecting to Other Systems (Integrations)
- Adding Data Connections
- Single Sign-On with Okta
- Adding a Microsoft SQL Server Connection
- Provisioning Users and Single Sign On with Azure Active Directory
- Single Sign On with Azure Active Directory
FAQ & Troubleshooting
- What is the cloud platform's IP address? (for firewall / white listing purposes)
- Where do you host your servers? Can you host somewhere else?
- When does the app synchronize/check for updates?
- How secure is my data?
- How do I configure emails from the platform? (From addresses, SPF records and mail rules)