These guides are for the person assembling a working solution — an operations lead building an inspection program, a coordinator setting up expense capture — not for software engineers. Each one walks a real scenario end to end, and every configuration shown has been run against the platform's own validation rules, so you can copy it with confidence.
- Form logic — how computed fields and conditional visibility work: the two small boxes in the form builder that turn a flat form into one that reacts, calculates, and adapts.
- Form patterns — a cookbook of five patterns you will reach for constantly: a dropdown with an "Other" option, a computed full name, a running grand total, per-row line totals, and an automatic follow-up date.
- Report templates — design an HTML template in the dashboard that turns each submitted record into a finished PDF or a polished email: merge fields, repeating table rows, photos, and delivery.
- Merge syntax — the complete field reference: paths, modifiers, conditionals, loops, and images.
- Report recipes — a short, copy-ready template for each event family: an inspection PDF on a submission, a welcome email on an invite, a team note when a form goes live, and more.
If you have not built a form yet, start with the quickstart; the product guide to forms covers the field types these guides build on.