Jodoo

Explore comprehensive guides and in-depth articles covering key features and advanced functionalities of Jodoo. 

Product Deep Dives

How to Generate Continuous Numbers Across Two Forms

This case explains how to retrieve and view all previously submitted detail records from the current form while filling out the form.

How to Retrieve Data from the Current Form

How to Configure Batch Print Permissions

How to Manage Sub-department Data from a Superior Department

How to View Data of Your Department

How to Add and Manage Your Data

How to Manage Your Own or Your Department's Data in a Dashboard

How to Delete Data with Different Roles?

Forms

Trigger Rules for Workflow Operations

Returning a Workflow When “Disapprove” Is Selected

Displaying Multiple Approval Comments

Why Can't I Add or Delete Nodes and Connections?

How to Restrict Workflow Initiators

Node Validation vs. Flow Conditions

Workflows

Learn how to adjust the number of rows in a subform automatically

Adjusting the Number of Rows in a Subform Automatically

Aggregating Single Subform

Aggregating Multiple Subforms

A step-by-step guide to automatically merging data from different sources in Jodoo, saving you from the headache of copy-pasting.

Consolidating Data from Multiple Subforms into One Master View

Displaying Subform Data Line by Line in a Multi Line Field

Lookup and Auto-Populate a Specific Subform Row Across Forms?

This article explains how to make a subform field conditionally required based on a single select field.

Making a Subform Field Conditionally Required Based on a Single Select

Learn how to batch-populate a subform using a multi-select field.

How to Populate a Subform with Multi-select Field Data

Learn how to fast-fill sunform data via custom busttons.

Fast-filling Subform Data via Custom Buttons

Checking Whether All Subform Records Pass

Learn how to automatically generate separate numbering sequences for subform rows based on the values of a condition field.

Auto-Numbering Subform Rows Based on a Condition Field

Learn how to automatically generate continuous sequence numbers for subform rows across multiple form submissions.

Continuously Numbering Subform Rows Across Submissions

Learn how to generate repeating number sequences in a subform and automatically assign staff members based on the generated numbers.

Cyclic Numbering in a Subform

Learn how to automatically generate sequential numbers for multiple items in a subform based on their categories and quantities.

Automatically Generating Sequential Numbers in a Subform by Category

Learn how to generate sequential numbers for subform rows based on specific conditions and continue numbering across multiple submissions.

Numbering Subform Rows by Condition Across Submissions

Learn how to automatically calculate the number of boxes and pallets required for a shipment and assign each box to the corresponding pallet.

Automatically Calculating Boxes and Pallets for Parts Shipments

Subforms

Automatically Trigger Automation Pro When Batch-importing Data

Automatically Generate Workflow To-Dos (Scheduled)

Automatically Sync Customer Information When Creating a Contact

Automatically Send Follow-up Reminders for Contracts Pending Signature

Automatically Set Delivery Date Alerts

Automation Pro

How to Convert Date&Time to a Number Format

This case introduces how to convert between text and date formats by using functions.

Converting Between Text and Date Formats

This article will introduce how to set date-related validations through Validations on form submission and apply them to common business scenarios.

Date Validation Cases of Form Submission

This case introduces how to perform addition and subtraction calculations on Date&Time fields, such as adding a specified number of days, months, or years to a date to obtain a…

Date Addition and Subtraction Calculations

How to Allow Each Member to Submit Only One Record per Day?

Duplicate Validation for Multi-Day Reservations

Using the VALUE Function with Text Strings

Nested Applications of the IF Function

Multi-condition Application of the MAPX Function

Introduce how to use the MAPX function to retrieve and apply the previously entered value in the current form.

MAPX Application: Retrieve the Previously Entered Value

Introduce how to use the MAPX function to display the latest record in a form.

MAPX Application: Display the Latest Record in a Form

BOM (Bill of Materials)

This article explains how to build a Two-Level BOM Material Usage List.

Two-Level BOM Material Usage List

This article walks you through how to build a Three-Level BOM Material Usage List.

Three-Level BOM Material Usage List

How to Calculate Leave Days Excluding Holidays and Weekends?

Generating a Serial Number When a Form Is Opened

Choosing Whether to Generate a Serial Number

Generating Serial Numbers Based on Date (with Refresh Option)

Generating Serial Numbers Based on Project Name (with Refresh Option)

Functions

What Are Permissions?

Admin Permissions

Member Permissions

Permissions

Create a custom design with text, images, and links

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

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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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