How-to guides overview
How-tos are short jobs (about one or two screens). If a how-to needs more than ~400 words of “why,” that why belongs on the canonical page. This overview is a map, not a second manual.
| Job | How-to (short) | Canonical page |
|---|---|---|
| First template / clone | — | Start from a template |
| Validate email/phone | Validate Email and Phone | Form (Add Item) |
| Prefill a create form | Prefill | Form (Add Item) |
| Sections / stepper | Organize Create Forms | Form (Add Item) |
| Hidden screens | Open Screens Hidden From Navigation | App Navigation |
| User-property list filters | Filter List Screens | Data restriction vs filters |
| Nested / dynamic / URL list filters | Filter lists with groups and dynamic values | Filtering, Sorting, or Grouping Items |
| Reuse a screen in the menu | Reuse a Screen in Navigation | App Navigation |
| Recalculate a formula or rollup | Recalculate calculated properties | Formulas & Rollups |
| Mixed public/private | Mixed portal | Content + Users |
| Client review in 15 min | Client Review Hub | Client Portal + Topics that perform work |
| Metric / gallery / timeline / chip | Matching how-tos | View data components |
| Custom CSS / font / JS | Matching how-tos | Appearance / Advanced |
Do not add how-tos that retell Work Queue, sync, or the trigger catalog.