Enable the Mobile Search Feature on your Form

Online mobile app users can do a Mobile SearchClosed Mobile Search is a feature that enables mobile users to display a list of forms submitted by themselves or other users and, if configured, incomplete ProntoForms Teamwork-enabled forms. A user must be connected to a network to perform a mobile search. to access their team’s submitted forms from the ProntoForms server. You enable the Mobile Search feature at a team level and at the form level. The form-level configuration controls which submitted forms users can search.

This topic describes how to enable the Mobile Search feature on a form. It also describes how to configure the actions users can take on the submitted forms they search for.

Info:The term submitted forms includes both completed forms and ProntoForms Teamwork-enabled incomplete forms.

Supported on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Prerequisites

Info:You must also enable the Mobile Search for your team. Users can’t access the Mobile Search feature if you don’t enable it at a team level.

Steps to enable Mobile Search on your form

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

  2. Select EDIT FORM.

    Result: The form opens in edit mode.

  3. Select SETTINGS, and then Workflow Settings.

  4. In the Search Options section, select the option to display submitted forms in the Mobile Search as shown in the following example.

    Select the option to display submitted forms in the Mobile Search, and configure how many days submitted forms are available.

    Result: Users can access submitted forms from the Mobile Search.

  5. Do you want users to edit their team members’ completed forms from the Mobile Search?

    • If yes, in the Editing section, select the option for users to edit submitted forms from the Search box, as shown in the following example.

      Under Editing, select "Also allow mobile users to edit other users' submissions from the Search box.

    • If no, go to step 6.

    Info:The topic Editing Form Submissions describes the Editing feature in more detail.

  6. Do you want users to claim incomplete 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.-enabled forms (Enterprise tier only) from the Mobile Search?

    • If yes, in the ProntoForms Teamwork section, select the option to allow users to release partially completed forms.

    • If no, go to step 7.

    Info:The topic Steps to Enable ProntoForms Teamwork on a Form describes the ProntoForms Teamwork feature in more detail.

  7. Do you want users to view the answers included in submitted forms?

    • If yes, go to SETTINGS > Documents. Check that the form has a document available for download as shown in the following example.

      Users can download the document specified in the "Documents available for download" section to view the submitted answers.

    • If no, go to step 8.

  8. Online mobile users can search for submitted forms by the form submission name. Do you want to customize the form submission name that shows on the Mobile App?

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

Note:Mobile users can only search for forms that a user submitted after you enabled the Mobile Search and deployed the form.

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