FAQs

What happens once a form has been submitted?
Once a form has been submitted, it goes into the Submitted Forms page where you can make further changes to your forms (based on form and user permissions)....
Wed, 27 Jul, 2022 at 4:08 PM
Where do I find submitted forms?
There are different ways to access Submitted Forms in the Web Portal: Custom submitted tabs are available in the Web Portal and the App based on Group visi...
Sat, 23 Jul, 2022 at 3:58 PM
How do I change the status of a Submitted Form?
To change the status of a Submitted Form, Web Portal, Forms > Submitted Forms > Check box on the line of the submitted for you wish to edit > Selec...
Fri, 15 Jul, 2022 at 1:37 PM
How can a Submitted Form automatically create a New Task?
To automatically create a new task from a Submitted Form, you will either edit an existing form or Create a New Form.  To add this action to an existing...
Fri, 15 Jul, 2022 at 1:39 PM
How do you submit a Form?
You can submit a form either through the Web Portal or the App. To submit the form through the Web Portal, open the form you would like to complete and whe...
Fri, 22 Jul, 2022 at 4:39 PM
How do I archive a Submitted Form?
A form can be archived through the Web Portal > Forms > Submitted Forms > select the form in the checkbox on the right hand side > select action...
Fri, 15 Jul, 2022 at 1:47 PM
Can I convert a Submitted Form to a Job?
Yes, You can Convert a Submitted form to a Job in the Web Portal, Forms > Submitted Forms > View Submitted Forms > Select Edit on the Form that you...
Tue, 26 Jul, 2022 at 11:42 AM
How do I add a custom tab to the Submitted Forms page?
You can create customized submitted forms tabs in the Web Portal allowing you to see any information from within the form at a glance, creating a custom sub...
Tue, 26 Jul, 2022 at 11:43 AM
How do I delete a custom Submitted Form tab?
You can delete a custom Submitted Form tab in the Web Portal, Forms > Submitted Forms > + New / edit > select the tab you would like to delete >...
Wed, 27 Jul, 2022 at 11:27 AM
How do I edit a custom Submitted Forms tab?
To edit a custom Submitted Forms tab in the Web Portal, Forms > Submitted Forms > + New / edit  > Select Tab you would like to Edit > Make chang...
Wed, 27 Jul, 2022 at 11:28 AM