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Getting Started With Jodoo
Jodoo Overview
Introduction to Jodoo
Jodoo Glossary
Quick Tutorial
Creating a Jodoo Account
Creating Your First App
Creating Your First Form
Creating Jodoo Forms from Excel
Creating Jodoo Forms from Jotform
Creating Your First Workflow
Creating Your First Dashboard
Changing Jodoo's Language
Jodoo Support
How to Get Help
Jodoo Support Scope
Terms & Conditions
Terms of Service
Privacy Policy
Refund Policy
Abuse Policy
Data Security and Policy FAQ
New at Jodoo
Important Announcements
[Important] Jodoo's Domain is about to change
Double Your Productivity with Jodoo Starter Plan
Understand Your Account Usage and Limits
Internet Explorer - End of Support
Supported Browsers for Jodoo
Feature Updates
2024
Updates on August 30
August 2, Version 9.6.0
July 19, Version 9.5.0
July 5, Version 9.4.0
June 20, Version 9.3.0
June 6, Version 9.2.0
May 23, Version 9.1.0
May 09, Version 9.0.0
April 25, Version 8.9.0
April 11, Version 8.8.0
March 26, Version 8.7.0
March 12, Version 8.6.0
February 23, Version 8.5.0
January 26, Version 8.4.0
January 11, Version 8.3.0
2023
December 22, Version 8.1.0
December 08, Version 8.0.0
November 22, Version 7.9.0
November 06, Version 7.8.0
October 17, Version 7.7.0
September 26, Version 7.6.0
September 07, Version 7.5.0
August 21, Version 7.4.0
August 08, Version 7.3.0
July 21, Version 7.2.0
July 05, Version 7.1.0
June 21, Version 7.0.0
June 13, Version 6.9.0
May 26, Version 6.8.0
May 12, Version 6.7.0
April 19, Version 6.6.0
April 03, Version 6.5.0
March 20, Version 6.4.0
Workspace
Customizing Workspace
App Management
Creating an App
Setting up Apps
Account Center
Profile Settings
Management
Plan Details
Solutions for Limit Exceeding
Business Info
Business Settings
Global Watermark
Custom Login
Business Style
Share App
App Admin Group
Time Zone
Block Notifications
Webhook (Message)
Statistics
Resource Usage
Admin Activity
Member Activity
Login History
Audit Trail
How to Close a Jodoo Account
Jodoo Account Closure Agreement
Contacts
Members
Structure of Department
Department Head
Auto-Filter of Data in Current Department and all Supervised Departments
Selecting a Superior Department Containing all Supervised Departments
Member Management
Inviting Members
Exporting Members
Inactive Member Management
Reactivating Inactive Members
Role
Assigned Department
Admins
Rules of Inviting Members via Email
Permission Center
Admin Group Query
Permission Set Query
Messages
Message Type
Remind Method
Recipient
Template Center
Forms
Creating a Form
Designing a Form
Fields
Basic Fields
Single Line
Multi Line
Number
Date&Time
Radio
Checkbox
Single Select
Multi Select
Use Multi Select to Calculate Score
Member & Members Fields
Department & Departments Fields
Divider
Multi Tab
Advanced Fields
Image
Methods of Linking Image/Attachment
Attachment
SubForm
Adding Records to Subform by Pasting
SubForm Display Rules
SubForm Action Permission
Validations in Subform
Query in Subform
Auto-Adding Sub-records through Subform Scanning
Single-Record Linkage of Subform
Default Number of Rows in Subform
Query Data
Bidirectional Association
Applying Bidirectional Association in Equipment Inspection Records
Applying Bidirectional Association in Follow-Up
Employee Information Homepage – Personal Information Query
Differences Among Select Data, Query Data, Data Linkage, and Lookup
Select Data
Signature
Serial No.
Button
System Fields
Troubleshooting: Why are Form Fields Not Visible?
Deleting and Recovering Fields
Get to Know Field and Form Properties
Field Properties
Data Linkage
Rules of Data Linkage
Single-Condition Data Linkage
Multi-Level Data Linkage
Multi-Condition Data Linkage
Data Linkage for the Whole Subform
Lookup
Hint Text
Width
Formula
Formula Rules
Logical Functions
Text Functions
Math Functions
Date Functions
Advanced Functions
Using Formulas in Different Features
Form Properties
Validations on Form Submission
How to Validate Product Information
Saving Form Draft
Field Display Rules
Field Display Rules Setting Techniques
Hidden Field Default Value
Empty
Original Value
Always Recalculate
Special Field Value Assignment Rule
Form Cache
Form Layout
Submit Button
Form Public Link Style
Front-End Event
Managing Forms
Previewing a Form
Publishing a Form
Publishing a Form to Members
Predefined Permission Sets
Custom Permission Set
Setting Permissions on Mobile
Form Access Link
Data Access Link
Member Permission Set
Viewing Form Records (Members)
Managing Form Records (Members)
Filling in a Form with Shortcuts
Publishing a Form to All
Form Fill Link
Introduction to Form Fill Links
Sharing Link for a Record
Public Query Link
URL Parameter
Embedding a Form on a Web Page
Views in Permission Sets on PC
Grid View
Kanban View
Gallery View
Gantt View
Personal/Public View
Views in Permission Sets on Mobile
Grid View on Mobile
Card View on Mobile
Extension
Advanced
Record Title
Record Revision History
Comments
Notifications
Setting the Notification
Notifications of Record Submitting
Customizing Notifications At Specific Time
Notificaitons of Record Updates
Notifications Based on A Date&Time Field
Notification Method
Notification Application Examples
Result Page
Inserting QR Codes in Result Page
Verifying or Modifying Event Registration
Print Templates
Spreadsheet Templates
Template Design Tool
Table Printing
Printing on Mobile
Case 1: Custom Print Template
Case 2: Printing on Physical Templates
Case 3: Continuous Printing
System Print
Application Scope
Automations (Extension)
Custom Buttons
Create Records in Another Form
Edit Records
Run Automations
Webhook
Manage Data
Importing Data
Adding Data Only
Updating Data Only
Updating and Adding Data
Starting Workflows upon Importing
Solutions for Importing Same Named Members/Dept.
Importing Data of Special Fields
Exporting Data
Batch Editing Data
Batch Printing (Data)
Batch Printing (QR code/Barcode)
Batch Initiating Workflows
Batch Changing Workflow Approvers
Exporting Attachments in Batches
Importing Attachments in Batches
Data Recycle Bin
Batch Ending Workflows
Grid Column Aggregation
Quick Edit
Displaying Fields
Searching for Records
Filtering/Viewing Data
Sorting to View Records
Workflows
Creating a Workflow
Designing a Workflow
Basic Settings & Toolbar of Workflow
Introduction to Workflow Nodes
Child Workflow
Streamlining Workflows
Using Workflow Collaboration to Handle Complex Business
Plugin Node
Setting Node Properties
Node Name
Node Approver
Regular Approval
Auto-Assign
Setting Member & Department Fields as Approver
Sequential Approval
CC
Field Permissions
Workflow Brief
Approval Comment
Node Actions
Workflow Stashing
Saving Workflow Draft
Workflow Returning
Adding Approver
Workflow Tranferring
Batch Submitting/Reviewing
Node Validation
Proceeding Rules
Proceeding Conditions
When No Approver is Found
Node Due Time and Overdue Action
Auto-remind
Auto-submit
Auto-return
Setting Workflow Properties
Workflow Reminder
Workflow Withdrawing
Workflow Expediting
Updates and Chart
Workflow Auto-submit Rules
Workflow Versions Management
Workflow Previewing
Using a Workflow
Workflow Management
My Tasks
Processing Tasks in Permission Sets and Data Details Page
Initiated
Processed
CC me
Initiating/Ending/Reactivating a Workflow
Workflow Filter
Changing Approvers
Workflow Examples
Countersign Workflow
Conditional Workflow
Parallel Workflow
Common Problems
Problems of Workflow Approval Failure
Problems of Failed Workflow Submission
Problems of Nodes
Dashboard
Introduction to Dashboard
Procedures of Creating a Dashboard
Introduction of Dashboard Interface
Basic Settings for Dashboards
Data Source of a Dashboard
How to Choose the Right Chart
Chart
Stats
Basic Settings of Stats Charts
Indicator Chart
Progress Chart
Pivot Table
Column Chart
General Column Chart
Stacked Column Chart
100% Stacked Column Chart
Bar Chart
General Bar Chart
Stacked Bar Chart
100% Stacked Bar Chart
Line Chart
Area Chart
Combo Chart
Scatter Chart
Bubble Chart
Pie Chart
Radar Chart
Funnel Chart
Detail Table
Spreadsheet
Calendar
Gantt
Records List
Differences between Detail Table and Spreadsheet
Setting Chart
Settings
Setting Conditional Formatting
Data Alert
Setting Data Alert
Data Alert Notifications
Dimension Freeze
Drilling Data in Stats
Chart Linkage
Reference Line
Auto Scroll
Component Styles
Chart Sorting
Sorting in the Detail Table
Sorting in the Indicator
Sorting in the Pivot Table
Sorting in the Graphical Chart
Sorting in the Column, Bar, and Area Chart
Sorting in Line and Radar Chart
Sorting in the Pie Chart
Component
Image Component
Text Component
Current Time
Shortcut
Embed Page
Container
Tool
Quick Filter
Filter
Text Filter
Time Filter
Number Filter
Member/Department Filter
Filter Linkage
Mixed Filter of Multiple Charts
Filter Button
Extensions
Dashboard Auto Refresh
Dashboard Reminder
Reminder Cases
Data Analysis
Adding Calculated Field
Aggregation Rules of Pivot Table
Setting Dimension/Measure Field
Showing Missing Time
Growth Rate
Setting Data Format
Configuring and Using a Dashboard
Exporting Dashboard
Previewing/Saving a Dashboard
Dashboard Layout
Hiding a Chart/Component
Dashboards Style Settings
Mobile Style
Dashboard Embed Link (iframe)
Acquiring Background Images in Dashboard
Dashboards Data Permissions
Publishing Dashboard
Data Access Permission in Dashboard
Data Processing Permission in Dashboard
App Management (Advanced Features)
User Permissions
Cross-App
App Settings
Setting an App Homepage
Aggregate Table
Aggregate Table Settings
Aggregate Table Retrieving
Re-Saving an Aggregate Table
Details of Calculation Errors
Aggregate Table Application Examples
Data Filtering Example
Automations
Configuring Trigger
Adding Triggering Condition
Triggering Relationships
Configuring Triggered Actions
Creating Record
Updating Existing Data
Deleting Existing Data
Updating or Adding Data
Special Circumstances
Subform Automations
Using Subform Data to Create Form Data
Using Subform Data to Update Form Data
Using Subform Data to Create Subform Data
Using Subform Data to Update Subform Data
Using Subform Data to Update or Create Subform Data
Using Form Data to Update Subform Data
Using Subform Data to Update or Create Form Data
Subform Assignment Rules
Trigger History
Triggering Check
Checking Automations Failed Reasons
Automations Pro
Beginner Guide (Automations Pro)
Differences Between Automations Pro & Automations
Where & How to Create Automations
Trigger Node
Form Trigger
Scheduled Trigger
Triggered by HTTP
Action Nodes
Basic Settings for Nodes
Add Record
Update Record
Guide on Using Update Record
Delete Record
Query Record
Illustrations for Filter Value
Query Records
Add Path
Add Formula
Add Plugin
(Subform) Automations Pro
Subform Assignment Rules
Adding Records from Subform to Form
Adding Records from Subform to Subform
Using Subform Records to Update Form Records
Using Subform Records to Update Subform Records
Using Subform Records to Update or Add Subform Records
Using Form Records to Update Subform Records
Using SubForm Records to Update or Add Form Records
Managing Automations Pro
Trigger History
Trigger Validation
Data Factory
Quick Tutorial of Data Factory
Data Stream
Data Stream Basic Settings
Data Source
Details of Data Stream Nodes
Input
Output
Join
Union
Group By
Data Filter
Field Settings
Running Total (Cumulative Total)
Pivot
Dedupe
Data Preview Rules
Data Factory Note
How to Use an Output Table
Data Synchronization
Updating Sync Settings
Viewing Update History
Aggregation of Sync Failures
Retrieving an Output Table in a Form
Displaying an Output Table in a Dashboard
Updating Data Streams
Data Factory Troubleshooting
Data Stream Update Troubleshooting
Data Duplication Troubleshooting
Use Case Docs
Form Cases
Sales Record Reporting and Analysis
How to Retrieve Data in the Form
Practical Application of Public Links in Different Query Scenarios
Function Cases
Date Validation Cases of Form Submission
Using DATEDIF to Calculate the Difference Between Two Dates
Converting Between Text and Date Formats
Multi-condition Application of MAPX Function
MAPX Function Application: Searching for the Last Entered Value
Workflow Cases
Displaying Multiple Approval Comments
Returning Workflow When a Task is Disapproved
How to Select Approvers Whenever Needed
How to Set Certain Fields in a Workflow Form as Required
Why Can't I Add/Delete Nodes or Connections
Common Questions (FAQ)
Jodoo FAQ
Account FAQ
Form FAQ
Field and Form Properties FAQ
Data Linkage FAQ
Select/Query Data FAQ
Workflow FAQ
Extension FAQ
Manage Data FAQ
Automations FAQ
Automations Pro FAQ
Data Factory FAQ
Member Handbook
Instructions for Using Jodoo on PC
Instructions for Using Jodoo on Mobile Devices (Android/iOS)
Feature Updates
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