Training Videos

Modified on Wed, 25 Jun at 7:29 AM

Rapids: Quick How-to Videos

Watch this complete Droplet platform tour to learn how to navigate Droplet, manage forms, track submissions, and configure organization settings.

Create your First Form | 2:15

Let's set the stage for a 10-video mini-series that will show you the basics of creating a form and workflow.

Design the Form Layout | 10:35

This video focuses on the form layout: components and properties. A well-designed layout is the backbone of a smooth process.

Add Rules to a Form | 6:34

Create rules to show or hide layout components or to validate user responses.

Intro to Workflow Steps | 2:04

A quick, broad overview to the concept of workflow steps before we dive into building one.

Add Steps to a Workflow | 4:04

Use the Workflow Canvas to draw out our process, change the submission status, and assign approvers.

Add Rules to a Workflow | 3:32

Some workflows have forks in the road. This video teaches you how to implement rules for changing a submission's direction or whether or not a workflow step is used or skipped.

Send Email Notifications | 7:08

Keep the right folks informed along the way with automatic email messages.

Limit What Users Can See and Edit | 4:33

Control which sections and fields on your form are visible or editable by users along the workflow.

Test your Form | 3:57

Simulate different submission scenarios to ensure your form and workflow are set up the way you want them.

Publish your Form | 3:03

Publish and share your form link! Once published, the link remains the same, even after you have published newer versions of the form.

Deep Dives: Longer, More In-Depth Training Videos

Watch our 1-hour session for a comprehensive overview of the Droplet form builder! We’ll explore how to design a layout and workflow, plus all the options available for collecting information from your users.

In this 30-minute session, we’ll provide an overview of the Droplet platform specifically for admins who manage submissions. We’ll cover the actions you can take on submissions and share best practices for efficient management. This session is perfect for anyone responsible for handling submissions in your organization.

In this 30-minute session, we'll provide an overview of the Droplet platform specifically for admins who manage submissions. We'll cover the actions you can take on submissions and share best practices for efficient management. This session is perfect for anyone responsible for handling submissions in your organization.

Curious about updating datasets within your organization? Learn how to instantly update forms without waiting for Droplet Support. In this session, we’ll guide you through understanding and editing your existing datasets, giving you the power to make real-time changes effortlessly.

Specialized Workshops

Watch this recorded hands-on workshop where we explored how to add dynamic assignees based on a dataset and route a form back to the submitter. While this functionality is more complex, it can significantly enhance the efficiency of your workflows.

Join this recorded hands-on workshop where we’ll learn how to import a form template from our gallery, customize it to fit your needs, and test it to ensure everything works as expected. We’ll also share tips to make this process simple and efficient.

Corrections happen more often than rejections do. So, let's learn how to use a Radio Component and transition logic to allow for sending a form back for corrections within the workflow.