Jodoo

Exporting Data

How to modify multiple records simultaneously.

Batch Editing Data

Batch Printing (Data)

Batch Printing (QR code/Barcode)

Introduce how to initiate workflows in batches.

Batch Initiating Workflows

Introduce how to change workflow approvers in batches.

Batch Changing Workflow Approvers

Introduce how to export attachments in batches.

Exporting Attachments in Batches

Introduce how to import attachments in batches.

Importing Attachments in Batches

Introduce what can you do in data recycle bin.

Data Recycle Bin

Introduce how to end workflows in batches.

Batch Ending Workflows

Introduce how to aggregate data quickly in a grid.

Grid Column Aggregation

Introduce how to display fields selectively.

Displaying Fields

Introduce how to search for records you need.

Searching for Records

Filtering/Viewing Data

Sorting to View Records

Introduce what is Manage Data and what can you do in it.

Manage Data

Quick Edit

How to Retrieve Data in the Form

View and manage your data on this page.  

Introduce how to import data by importing Excel files.

Importing Data

Introduce what is the permission of adding data only.

Adding Data Only

Introduce the permission of Updating Data Only.

Updating Data Only

Introduce the permission of Updating and Adding Data.

Updating and Adding Data

Introduce how to batch initiate workflows via Excel

Starting Workflows upon Importing

How to import same Members/Dept. with the same name which the system cannot recognize.

Solutions for Importing Same Named Members/Dept.

Introduce how to import data of special fields.

Importing Data of Special Fields

Add or update data by importing Excel files.

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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