How to view Custom Form Submissions

How to view Custom Form Submissions

HOW TO VIEW FORM SUBMISSIONS IN BOTH THE ADMIN CONSOLE, EMAIL, TEXT:


HOW TO VIEW FORM SUBMISSIONS (IN THE ADMIN CONSOLE)

  • Click "Manage Forms" from the Homescreen

  • Click the "Clipboard" icon next to the form 
Custom Form List - Click Manage Forms


SUBMISSION LISTING:

  • N/A - Indicates a form submitted, user is not logged into the app or "Include in Title" was not checked
  • Names listed - Indicates the user is logged into the app or "Include In Title" is checked
Custom Form Submission Summary



  • Click the line item to view the submission
  • If a digital signature was captured - Click "Download PDF File"


SAMPLE PDF 





COMPLETE THE FORM:

  • Check Mark or Click "Completed" - Mark the submission as completed and the submission is archived.
  • "X" or Click "Denied" - Mark the submission as denied 
    Notes
    Use cases: Maintenance requests -
    • Check mark as completed "Saw the request and resolved the issue"     
    • X - Saw the request and did not resolve the issue
  • Items are "Archived" and can always be accessed.

  • Form Submission Export - Any list can be exported into an Excel spreadsheet

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HOW TO VIEW FORM SUBMISSIONS : (VIA EMAIL)

  1. Admin Console: Add Email to "Form Contacts"
  2. Once that form is submitted, an email will be sent to the appropriate staff who are listed as contacts for that specific form.
  3. Open Email: View the full form submission  
    1.  Note that the Email is a "Non-Reply" Email
  4. Admin Console: View the full form submission, including the PDF of digital signatures
Warning
  1. Text Notifications : The text notifications received when a form is submitted are meant to be a notification tool only.  The entire form submission may not be visible within the text message.


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