Knowella

Workflows & Forms

13 articles

Build, automate, and manage workflows, forms, and tasks.

app.knowella.com
Workflows & Forms in Knowella

Step-by-step guides

Manage categories — list, add, edit & delete
Guide

Manage categories — list, add, edit & delete

Keep the categories that organize your apps tidy — see them all, add new ones, rename them, or remove what's unused.

2 min read
Build an app in App Builder
Guide

Build an app in App Builder

Turn any form, inspection, or process into a live Knowella app — from a blank template to something your team can use.

4 min read
Conditional logic & required fields
Guide

Conditional logic & required fields

Make forms adapt to the answer — show the right fields and enforce the ones that matter.

4 min read
Automations & approvals
Guide

Automations & approvals

Let the workflow move itself forward — while a human still approves what matters.

5 min read
Schedule recurring tasks & inspections
Guide

Schedule recurring tasks & inspections

Set repeating work once and let Knowella assign it on cadence — daily checks, weekly inspections, monthly audits.

3 min read
Track & complete submissions
Guide

Track & complete submissions

Every record your team fills in lands in Submissions — see what's open, in progress, and done.

3 min read
Customer forms
Guide

Customer forms

Collect structured information from customers — requests, applications, and more — as trackable records.

3 min read
Food safety inspections
Guide

Food safety inspections

Run standardized food-safety checks in the field and capture findings instantly.

3 min read
Health & Safety and JSA
Guide

Health & Safety and JSA

Complete Job Safety Analyses and health & safety checks — the right fields, the right sign-off.

3 min read
Safety observations
Guide

Safety observations

Capture near-misses and safety observations in seconds, and route them to the right owner.

2 min read
Supplier forms & RMI
Guide

Supplier forms & RMI

Collect supplier representations, insurance, and RMI documents as structured, tracked records.

3 min read
Vendor onboarding forms
Guide

Vendor onboarding forms

Onboard vendors with W-9, insurance, and info forms — collected, validated, and tracked in one place.

3 min read
App settings — views, PDFs, certificates & QR
Guide

App settings — views, PDFs, certificates & QR

Everything that decides how a finished record looks, prints and gets shared.

5 min read

Explore other topics

Getting StartedTwo-Factor AuthenticationElla AIAnalyticsWorkspacesSubmissionsCompany SettingsProfile & AccountTheme & AppearanceDashboard & OrganizationCore WellnessMental HealthAI IntelligenceOSHA & ComplianceGetting StartedInbox & DocumentsReview & ValidationCarriers & AIGetting StartedRating & ProposalsFiles & Reference DataInsights & Lane Analytics

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