Release: May 25, 2017

Edit & Update Submitted Forms in the App
You can now edit, update and change the status of Submitted Forms from the App

Edit & Update Submitted Forms in the App

Historically, once a form has been completed and submitted from the App, it is no longer available to the App user and can only be accessed via the Management Portal. However, that has all now changed and we’re excited to announce that you can now edit and update Submitted Forms from the App - and there are lots of benefits!

 

 

Submitted Option added to Menu

A new menu option has been added to the top of the Forms page, called “Submitted”

When you enter the Submitted Form section, you now have access to all Submitted Forms.

Filter your Submitted Forms

You can search the form data, you can also filter based on Status and Date Range

 

 

Custom Submitted Form Tabs

Custom Submitted Form tabs enable you to segment your Submitted Forms into different categories rather than having them all in the same tab.

For example, you might want all inspections in one tab, all safety documents in another and all timesheets in another.

You can then decide what columns of information you want to see in each tab for each different form type.

Once you have created custom Submitted Form tabs in your Management Portal, the same tabs are available in the App and the column information you have selected in each tab are also visible in the App.

So you can instantly filter by Custom Tab and see all relevant information.

 

Change the Status of a Submitted Form

It is also now super easy to change the status of a submitted form from the App.

You simply swipe from the right and select “Change Status” - different actions can trigger with each status change using Form Actions.

How can this new feature help your business?

There are many, many benefits to being able to view and edit submitted forms from the App.

Here are a few examples:

  1. You have completed a form and submitted it. The client has received their PDF and notices an error. You can now go into the submitted form in the App, make the necessary changes and then re-submit to generate the new PDF report instantly.

  2. You have completed a Safety Risk Assessment and submitted it. A situation changes on site and so the Risk Assessment needs to be updated. Now you can simply open the Submitted Form, add the additional information and re-submit.

  3. If there are multiple stages in a process such as a non-conformance process or incident reporting process. The first part of the form can be completed and submitted. The next person can be notified, they can open the submitted form and add additional information and then re-submit. This can continue through as many stages as required with the Submitted Form status indicating what stage the process is up to.

  4. If you are using a form for invoicing, you can now change the status easily from Unpaid to Paid to record payment.

  5. A leave request can be granted from the App by changing a leave request form from Requested to Approved with the email notifications automatically triggered.

  6. Adding Variations to a Quote, Estimate or Invoice is now simply a matter of opening the submitted form, adding or editing the information and re-submitting.

Don’t forget about the Preview option!

The Preview option at the bottom of the form enables you to view the look of the finished PDF before submitting to make sure you’ve got it right. The ability to preview is a user permission setting.
 

Permissions

The ability to view and edit Submitted Forms is a user based permission controlled from the Management Portal user section. Administrators can enable users to view and or edit their own forms or view and or edit all submitted forms.

We hope you love this new feature as we continue our mission to make Formitize even better.
 

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