Enable the Mobile Search Feature for your Team

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. They can access forms submitted as complete or 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. only). Before workers can use Mobile Search in the app, you must enable this feature at the team level. This topic describes how to enable the Mobile Search feature for all the mobile app users on your team.

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 on each form that you want to make searchable. Users can only access forms submitted after you enable the Mobile Search on your form.

Steps to enable Mobile Search for your team

  1. Select your username, and then select TEAM SETTINGS.

    Select your username, and then select Team Settings

    Result: The team settings page opens.

  2. Select the Mobile Device tab.

  3. In the Device Configuration section, select Actions, and then select Update Custom Configuration.

    Select Actions, and then select Update Custom Configuration

    Result: The Edit Device Configuration page opens.

  4. Select the Display tab ‘Search’? checkbox.

  5. Do you want to change the order in which the tabs display on the mobile device?

    • If yes, In the Tab Order section, drag the tabs to change the order.

    • If no, go to step 6.

  6. Select Update.

    Result: The mobile users on your team can now access the Mobile Search from the ProntoForms app as shown in the following example.

    Mobile users can access search tab from the Mobile app

    Note:Mobile users must reconcile the app to access the Mobile Search feature.

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