Documentation
Which part do I need?
Most of the platform is one of three things, and knowing which one your problem is saves a lot of reading.
A form is a single questionnaire with a public link. Someone opens it, fills it in, and their answers become a response. That is the right tool for a survey, an intake form, a registration, a feedback request.
An appis several forms linked to the same record and filled as one session — a monitoring visit that records the school, the training given and the observations made, all against that school's record. Reach for it when the same thing is measured repeatedly over time and you need the history in one place.
A dropdown list is reference data that dropdowns draw from — states, districts, schools, cost centres. Upload it once and every question bound to it stays in step, instead of the same list being retyped into thirty forms.
Getting started
What the platform is, and how to get a working form in front of people.
Building forms
Everything in the form builder, from a single field to a rule engine.
The builder
The canvas, the outline, the panels, and how autosave works.
Field types
Every question type, what it stores, and when to reach for it.
Pages and layout
Multi-page forms, and the stacked, conversational and grid layouts.
Build a form, step by step
Three complete forms built field by field — an intake form, a monitoring visit, and a scored assessment.
Conditional logic
Show and hide questions based on what someone has already answered.
Rules and calculations
Calculated fields, conditional requiredness, and validation that spans questions.
Operators reference
Every operator the rules engine supports, grouped, each with a worked example.
Worked rule examples
Complete rules explained line by line, and the templates the rule editor starts from.
Form settings
The public link, access control, response caps, expiry and notifications.
Theme and branding
Colours, typography, logo and cover image.
Dropdown lists
Reference data your dropdowns draw from, managed in one place.
Dropdown lists
Create a list, upload a CSV, and bind a question to it.
Cascading and lookups
Dependent dropdowns, and auto-filling a field from the option someone picked.
Build a form with dropdown lists, step by step
A complete worked example: a parent list, a child list, and a form where the second dropdown filters by the first.
Publishing and responses
Getting a form in front of people, and working with what comes back.
Publishing and sharing
Versions, the public link, and what changes when you republish.
Trash and restoring
Deleted forms and apps are recoverable for 30 days — where to find them and how to bring one back.
Responses
Reading, filtering, exporting and deleting responses.
Dashboards
A configurable dashboard for every form — every widget and setting, exactly how each number is counted, sharing, and when the numbers update.
Analytics
Views, starts, completion rate and drop-off.
Integrations
Push responses out — Slack, Google Sheets, WhatsApp, Calendar, Docs/Slides, or your own webhook — or pull them in with an API key.
Connect Power BI
A step-by-step guide to pulling one form’s responses into Power BI Desktop, with no Azure sign-in and no paid licence.
Connect Looker Studio
Free, shareable charts anyone can open in a browser — safe summary numbers only, never a raw response.
AI Assistant
A built-in assistant that can answer questions and surface patterns in your data.
Apps
A guided, multi-form surface for collecting data about the same record over time.
What an app is
When to build an app instead of a form, and what it gives you.
The app builder
The top bar, the basics, steps and dashboard cards, and the live preview.
Record types
Defining the kind of thing an app collects data about, and how it's matched and displayed.
Programmes with schools and students
Two linked record types (a school and its students): how to set them up, and what a field worker sees.
Steps
Ordering forms, repeating them, and making them conditional.
Build an app, step by step
A complete worked example: a record type, a registration step, and a repeatable visit step that reads back an earlier answer.
Records and timeline
Reading everything collected about one record in one place.
Running a programme
Start and end dates, pause and close, the next cycle, archive and Trash — for a six-month pilot or a registry that never ends.
Field workers and areas
Create field worker accounts, give each their schools or area, and choose what they can change.
The ImpactLens App
Install it on a phone, find your records, see what is due, and add or correct entries.
Exporting an app's data
Background export jobs for pulling every record and response out of an app at once.
App appearance
Paging steps, page width, headers, spacing, and why field widths need the right layout.
Administration
People, permissions, and the platform itself.
Team and roles
Inviting people, and what Admin, Editor and Viewer can each do.
Teams and projects
Scoping forms and apps to a sub-group of the organization, and grouping a team's work into projects.
Sharing and permissions
Giving one person access to a single form or app, without making them an org-wide Editor.
Organization settings
Name, branding, limits, the audit log, and switching workspaces.
Platform administration
Super-admin tools: organizations, users, features, health and the global dictionary.