Steps to Enable ProntoForms Teamwork on a Form

The ProntoForms TeamworkClosed ProntoForms Teamwork is an Enterprise tier feature that enables mobile users to transfer icomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts. feature enables you to configure forms that mobile users can submit as incomplete. They can transfer the forms directly to other users or submit them for other users to claim. Other users can claim the forms to continue to work on them, or supervisors can reassign them from the Web Portal. This topic provides step-by-step instructions to configure ProntoForms Teamwork on a form.

Supported on the Enterprise tier only:

Essentials
Advanced
Enterprise

Make sure that you meet the Prerequisites for a ProntoForms Teamwork-enabled Form.

Enable ProntoForms Teamwork on a form

  1. From the Manage Forms menu, navigate to the form you want to configure.

  2. Select Edit Form.

  3. Select Settings, and then select the Workflow Settings.

  4. Do you want users to search for and claim incomplete forms?

    • If yes, select the checkbox in the Search Options section to make the form searchable.

    • If no, go to step five.

    Info:You must enable the Search box in the Mobile App at the team level to configure the Search Options at the form level. The topic Enable the Mobile Search feature describes how Admin users enable the Search box.

  5. In the ProntoForms Teamwork section, select the checkboxes to enable mobile device users to transfer partially completed (incomplete) forms. You can select the following options to meet your workflow requirements:

    • Allow users to transfer forms directly to other users. Users can transfer incomplete forms directly to any user who has permissions to access the form.

    • Allow users to transfer forms for any other team member to claim, or a supervisor to reassign.

      Tip:With any ProntoForms Teamwork configuration, supervisors can always unassign and reassign forms as needed.

    Form Builder with Settings > Workflow Settings > ProntoForms Teamwork configuration

Note:The ProntoForms Teamwork feature is not compatible with the Data Passthrough feature. If you enable Data Passthrough, the ProntoForms servers do not store the data from your Form Submissions, so you can’t work on incomplete form submissions.

Tip:Remember to Save and Deploy the form when you’re ready to make it available to your mobile device users.