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Prelim
GuidesAPI ReferenceDiscussions
Prelim
Guides
GuidesAPI ReferenceDiscussions

Documentation

  • What is Prelim?
  • Updates
  • Legal Disclosures

Guides

  • Generating Reports
  • Quickstart
  • Working with the customer experience
    • Changing the website URL to your custom URL
    • Setting up SSO for your customers
  • Working with applications
    • Bulk creating applications
    • Viewing application information
  • Working with pdfs
    • Mapping pdfs in Prelim
  • Working with a team
    • How to add or remove users and grant permissions
    • How to add/remove and assign permissions for enterprise users
    • SSO with Okta for enterprise users
    • SAML SSO with Azure Active Directory (AD)
  • Working with external APIs
  • Working with apps
  • Working with themes
    • How to create/update a theme
  • Working with Salesforce apps
  • Working with search
  • Working with Deployment Connections
  • Working with Promotions
  • Working with Verifications
  • Working with Email Templates

Core Concepts

  • Environments
  • Templating
  • Forms
  • Inputs
    • Address
    • Button
    • Checkbox
    • Date
    • Draw Signature
    • Dropdown
    • Email
    • Existing Input
    • File Upload
    • Image
    • Label
    • Math
    • Modal
    • Number
    • PDF Preview
    • Paragraph
    • Phone
    • Radio Buttons
    • Social Security Number (SSN)
    • Text
    • Toggle
    • Yes/No
  • Rules
    • Triggers
    • Conditions
    • Actions
  • Apps (Third Party Integrations)
    • Middesk
  • PDFs
  • Modules
  • Form Specific Links

Triggers

Use triggers to determine when you want the automated action to happen.

'On show page' will set off the action when the selected page loads.
'On complete page' will set off the action on the when the selected page is completed.

1398

Updated over 1 year ago