Knowledge Base

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Knowledge Base

How To Guides

How To Guides

Step by step instructions

Create a Print-Friendly Invoice Page

Workflows & Automations

Add Assignments to Your App

Add Status Indicators to Your App

Add Notification & Reminder Emails to Your App

Using Mailchimp

Workflow Tools

Add a Pipeline to Your App

Approve New Records Before Displaying Them

Notify a User That an Item is Ready for Review

Create a Button or Link that Updates a Field to a Custom Value

See more

Forms

How to Use URL Variables to Pre-Populate a Form

How to Customize the Text on a Submit Button

How to Automatically Capture a User’s Location on a Form

Work with Connected Records

Showing Parent-Child Records in the Live App

Users & Logins

Create an Admin User Role to View All Records

Show Records Connected To The Logged-in User's Company Or Other Group

Add Read-Only Access For Users

Customize Views

How to Add Groupings to a Grid

How to Click on an Image to Go to Another Page

Image & Files

How to Limit an Uploaded File’s Size

Store Multiple Images or Files for Individual Records

Logic, Equations, & Formulas

How to Display Multiple Date Formats Using a Single Date Field

How to Extract the Start and End Dates from a Date/Time Field

How To Number Line Items

Show Upcoming Birthdays

Manage Your Records

Use Zapier to Insert Connected Records

App Walkthroughs

Build a Map Directory or Store Locator App

Build an Orders App

Add Functionality to Your Live App

Accept Payments in a Live App

Reports, Queries, & Summaries

How to Add Numerical Summaries to a Grid