How to use Remember and Recall

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GoCanvas has now added the ability to Remember or Recall data entered into a form on our iOS and Android clients. This allows to save values for certain fields or recall a value from the previous Submission.

Enabling Remember and Recall

Remember and Recall need to be enabled on a form-by-form basis:

  1. Navigate to the Forms page and click on the name of the form.
  2. Under Settings, find Remember & Recall and toggle the switch to on.

    remrec.png

Using the Remember feature

This comes in handy when you have to complete multiple submissions on one form and there will always be the same value entered into certain fields.

This feature works for the following fields:

  • Text Box
  • Multi Line Text
  • Value Lists
  • Date Fields
  • Time Fields
  • Number

To Use Remember:

  1. Open up your form in the GoCanvas mobile application.

    RememberRecallMenu.jpg
  2. Click the Menu button.
  3. Click Remember.

    RememberScreen.jpg
  4. Select the fields for that screen to be Remembered.
  5. Click Done.

Once you have completed the submission and launch a new one the fields will be populated with the previously entered data.

NOTE - It is important that you deselect Remember once you do not need the field values to be Remembered. Otherwise every time you launch the form you will have the previously “Remembered” fields populating with the previously entered data.

Using Remember with a Receipt Label:

This feature can also be used across forms or across differently named fields within the same form. To enable this you will need to enter the same value for the Receipt Label under More Field Settings when editing the field in the Form Builder.

More field settings

Scenario 1:

You have a field at the beginning of your form where you enter a customer’s name and another field at the end of the form for their name too. If you have added the same receipt label to both fields you will be able to pull the customer’s name from the first field to the second without having to re-enter the info. All you need to do is select Remember!

Scenario 2:

You have one form with the field name “Customer” and another form with the field name of “Client”. You will need to complete submissions for both of these forms and the Client/Customer name is the same. If you have added the same receipt label to both fields in each form you are able to enter the “Customer” name in the first form and select remember then move on to the second form and your “Client” field will already be populated with the data.

Using the Recall feature

Similar to Remember, this comes in handy if you complete a Submission for a form and start another but need to recall what was previously entered into a certain field.

This functionality works with the same fields as Remember but you do not need to select Recall when initially filling out your Submission. Only when you start a new Submission and need to Recall a fields previously entered value.

To Use Recall:

  1. Complete a Submission.
  2. Launch a new submission with the same form.
  3. Click the Menu button.
  4. Click Recall.
  5. Select the fields/values that you would like to be Recalled.
  6. Click Done.

    RecallScreen.jpg

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