- August 19, 2026Overview From the Activities screen you can manage the forms your team uses without leaving the page. You can edit…
- August 19, 2026Overview The Activities screen gathers everything your team captured on their visits—uploaded photos, notes, and completed form activities—in one place.…
- August 19, 2026Overview An approval workflow defines who must approve a form before it is finalized. On a form you enable Approval…
- August 19, 2026Overview An email workflow sends an email automatically when a form rule is triggered, keeping the right people informed without…
- August 19, 2026Overview A visit workflow automatically creates a visit when a form rule is triggered, scheduling follow-up field work without manual…
- August 19, 2026Overview A task workflow automatically creates a task when a form rule is triggered, so follow-up work is generated without…
- August 19, 2026Overview Triggers are the conditions that decide when a workflow runs. When configuring a workflow rule, you choose the field…
- August 19, 2026Overview Creating a workflow defines exactly what FieldPie should do automatically when a rule is triggered. You select a rule…
- August 19, 2026Overview Targets let you set measurable goals for your operation—for example, a product quantity to achieve across certain locations or…
- August 19, 2026Overview Task types classify the kinds of work your team performs, so tasks are consistent and easy to report on.…