This tutorial will guide you through the process of importing data into Engyn

This tutorial walks you through the process of sending multiple forms in Engyn and tracking their completion. We’ll use an example from HR onboarding, where a new hire receives essential forms such as Employee Information, Emergency Contact, and an optional Parking Registration form.

This tutorial will guide you in building a data model and organizing datasets for maximum efficiency.

This tutorial will guide you through creating a multi-step automation process for a request form in Engyn. We'll use the example of an employee submitting a leave request form. The automation will track the request status through various stages (Submitted, In Review, Approved, Declined) and trigger actions based on the progress

This tutorial will guide you through building effective queries and customising your data view for maximum efficiency.

This tutorial demonstrates how to leverage Engyn’s Data, Forms, and Automation features to create a simple yet effective solution for managing business processes. As a practical example, we will guide you through building an OKR tracking system to help your team stay aligned and productive.

Use the ability to duplicate a set of related records to support solutions where you need to copy complex objects. E.g. Customer Orders with many options where you need to create Quote variations to help customers decide.

When your simple categories start being used in many places or they become a more important part of your data model, it may be best to create a dataset of category objects rather than keeping it an isolated list of text. E.g. “Department” is better as a table than a list of names.

Automatically populate Form Controls by setting up Forms to get data from the current context such as the current user or one of its properties.

Use calculated formulas in saved queries to have quick access to relevant records filtered relative to your current situation. E.g. Show upcoming bookings for the next seven days from today. Show aggregations to these items such as total and average booking values as well as the smallest and largest booking.

Setup an Automation that can take images, Urls or other attachments and extract the necessary data from them to populate data into your records, removing a lot of tedious work for your users.

Add custom buttons to emails sent by Automation. Link these buttons to trigger various Automation steps making your workflows quick and easy to use straight from your email inbox.