Advanced automation
Take your templates to the next level
37 articles
- Introduction to DatasheetsWhat are datasheets and how can I use them in my templates?
- Datasheet HeadersHow to insert a new header, and customise an existing header in a Datasheet (including adding constraints to headers)
- Datasheet RowsHow to insert a new row and modify an existing row in a datasheet
- Searching through a DatasheetHow to find information in a Datasheet
- Creating a Datasheet question in a templateHow to add a Datasheet question into your template
- Establishing dependencies between attributes and across Datasheets in a Datasheet questionHow to build dependencies between attributes and across Datasheets in a Datasheet question
- Allowing Datasheet records to be added or edited from the QuestionnaireHow to add and amend datasheet records from the questionnaire
- Datasheet Access and PermissionsHow to grant users access to a Datasheet
- OperationsComplex conditions
- Formatting numbers with punctuationExplaining the format number operation
- Turning numbers into wordsExplaining the In Words operation
- How to customise the format of a dateMaking use of the date format operation
- Extracting an element of a dateExplains how to do this with transformation or operations
- How do I create a long date format operation?How the long date operation works
- How do I add a First N Characters operation?A tutorial on how to add First N Characters operation.
- How do I add Last N Characters operation?A tutorial on how to add Last N Characters operation
- How do I add a Length operation?A tutorial on how to add a Length operation
- Creating a Workflow
- Triggers and Actions of a Workflow
- Joint Workflow TriggersThis article explains how to combine document states with questionnaire answers to trigger a workflow
- Adding New Participants and Approvers to a Workflow
- Automated Reminders triggered by workflowsThis action in Workflows allows you to trigger automatic reminder emails. This can be a great help for contract obligation management.
- Generating multiple copies of a related document based on a loop
- How do I add an approval status trigger to my workflow?A tutorial on how to add an approval status trigger.
- Creating Loop-Based Related DocumentsGenerate multiple related documents from a single workflow by iterating through a repeating dataset, creating one document per record automatically.