These guides explain each part of the platform in plain terms: what it does, how to use it, and what it does not do yet.
The guides
- Forms — build forms in the dashboard, choose from nine field types, add validation, and publish versioned snapshots your field users collect against.
- Records — what a submission carries, where submissions come from, and how to review them in the dashboard.
- Data sources — reusable reference tables (price lists, site lists, equipment registries) that lookup fields read instead of hard-coding options into a form.
- Reports — turn a submitted record into a finished PDF or HTML document, from templates designed in the dashboard, then send it to email, a webhook endpoint, or a folder in Box or Google Drive.
- Webhooks — push events like
record.createdto your own endpoints as they happen, with signed deliveries and automatic retries. - Mobile app — the branded iOS and Android app: sign-in, offline drafts, photo and signature capture, and sync.
- Dashboard — a tour of every surface in the web dashboard and what each one is for.
How the pieces connect
The guides stand alone, but the parts they describe do not. A form built in the dashboard publishes inside its organization and downloads to the mobile app. A record submitted in the field syncs back, shows up in the dashboard for review, fires a webhook, and can become a report that is emailed, posted to your endpoint, or filed in Box or Google Drive — all from one submission, once the device syncs. Data sources feed the forms; the dashboard administers all of it. Reading the guides in the order listed above follows that flow.
Where to go first
If you are new to the platform, read What is FieldScroll and walk through the quickstart before these guides — they assume you know the basic vocabulary in the glossary.
If you are integrating with code, the API section covers authentication, pagination, and the full endpoint reference. For the workspace-administration side — users, organizations, API keys, and settings — see the admin section.