- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
The "Forms" view page allows you to view filled forms within forms including their IDs, users who created them, created dates, and information filled out within.
The "Forms" view page allows you to view filled forms within forms including their IDs, users who created them, created dates, and information filled out within.
How to Access the Page
It can be found by -
It can be found by -
- Going to the "Management" -> "Forms" main menu entry, clicking on the "Summary" tab, clicking view next to the form to view the filled forms within it, and then clicking on an ID of a filled form to view the information inside
- Clicking on the link to the filled form throughout MobiWork if there is permission to take action on the filled form
Free Text Search
Free Text Search is available to do a quick search by field form ID.
Free Text Search is available to do a quick search by field form ID.
"Show All" Search
"Show All" shows all the available filled forms.
"Show All" shows all the available filled forms.
"New Search" Search
"New Search" provides a very advanced search and it can be saved so that the same search can be executed at any time by anyone.
Click "New Search" to conduct a new search.
"New Search" contains -
Custom searchable fields can also be shown within "New Search."
"New Search" provides a very advanced search and it can be saved so that the same search can be executed at any time by anyone.
Click "New Search" to conduct a new search.
"New Search" contains -
| Name: | Description: |
|---|---|
| "Creation Date" | is the creation date of the filled forms. |
| "User" | is the user who created the filled form. |
| "Page Size" | is the number of filled forms that will appear on a page. |
| "Sort By" | sorts the filled forms by created date, ID, and name in ascending or descending order. |
| "Save this Search" | allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to all Users" | allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Custom searchable fields can also be shown within "New Search."
"More Actions"
The "More Actions" button allows actions including Add MobiForm, Export to Excel, Export to Excel with Images, and Delete.
"More Actions" contain -
The "More Actions" button allows actions including Add MobiForm, Export to Excel, Export to Excel with Images, and Delete.
"More Actions" contain -
| Name: | Description: |
|---|---|
| "Add MobiForm" | adds a filled form to the form. |
| "Export to Excel" | exports the filled forms to Excel. |
| "Export to Excel with Images" | exports the filled forms with images to Excel. |
| "Delete" | deletes the filled form(s). |
"List" Tab
The "List" tab allows you to see the filled forms that match your selected search in a table format.
The "List" tab contains -
The "List" tab allows you to see the filled forms that match your selected search in a table format.
The "List" tab contains -
| Name: | Description: |
|---|---|
| "ID" | is the ID of the filled form. |
| "User" | is the user who created the filled form. |
| "Created Date" | is the creation date of the filled form. |
| "Actions" | include view, edit, and delete. |