Knowledge Base·Workflows & Forms

Workflows & Forms

14 articles

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

app.knowella.com

Step-by-step guides

Guide

Build an app in App Builder

Turn any form, inspection, or process into a live Knowella app — from a blank template to a published, ready-to-use tool.

6 min read

Guide

Form components explained

Every field type you can drop onto a Knowella form — and when to use each one.

3 min read

Guide

Conditional logic & required fields

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

3 min read

Guide

Views: List, Kanban, Roadmap & Gantt

The same records, shown the way each team works best.

4 min read

Guide

Automations & approvals

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

4 min read

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

Guide

Track & complete submissions

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

3 min read

Guide

Customer forms

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

3 min read

Guide

Food safety inspections

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

3 min read

Guide

Health & Safety and JSA

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

3 min read

Guide

Safety observations

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

2 min read

Guide

Supplier forms & RMI

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

3 min read

Guide

Vendor onboarding forms

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

3 min read

Guide

Export a record as PDF

Turn any completed record into a clean, shareable, audit-ready document.

2 min read

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