This article provides steps for how to enable mobile editing in Form Settings > Edit & View to allow users to View, Edit, or Copy submissions from their device.
Admins and Designers can determine which User Roles have permission to modify completed submissions in the mobile application on a form-by-form basis.
Submission editing
Edit & View
Before anyone can Edit or View submissions, the permission must be granted by Admins or Designers from the Form Settings page. Follow the steps below, regardless of your Account View:
- In the left navigation, click Forms.
- Click the hyperlink of the form name or the gear associated with the form to open Form Settings.
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Under Settings, find Edit & View and click Settings.
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Select the checkbox next to the User Roles that need access to View and/or Edit a completed submission.
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Web Use:
- Allowed to edit: Submissions can be edited on the Web by Admins, Designers, Dispatchers, Reporters, the User that submitted it, or any combination of them.
- Allowed to delete: Submissions can be deleted on the Web by Admins, Designers, Dispatchers, Reporters, the User that submitted it, or any combination of them.
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Mobile and Web Client Use:
- Allowed to edit: Allow submitters to pull submissions back down to the device for editing.
- Allowed to view PDF: Allow submitters to view the PDF containing their data.
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Submission Date:
- When edited on web: Reset the date on a submission that is edited via the web.
- When edited on mobile: Reset the date on a submission that is edited on a mobile device.
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Web Use:
- Click Save.
Those User Roles with permission can Edit and/or View all previous and future submissions for this form. Users will also need to Sync their devices for these changes to take effect.
View, Edit, or Copy on mobile
Users can View, Edit, or Copy any of their past submissions, even submissions from previous versions.
- Launch the GoCanvas mobile application.
- Log in to your account.
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At the bottom of the screen, tap the Completed tab.
- Find the submission and tap the tile to reveal your options.
- View
Allows the user to preview the submission's PDF.
- Edit
Allows the user to edit the submission as though it is still in progress.
- Copy
Duplicate all submission data into a new submission.
A few things to keep in mind
- Calculations and Summaries are only recalculated when every impacted screen is revisited.
- Please note that if a submission was created on an older version of a form, it cannot be copied once a newer version is published, regardless of settings. For example, a submission completed on version 1 can be copied while version 1 is active. However, once version 2 is published, the copy option will no longer be available for version 1 submissions, and only submissions from the current version can be copied.
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Comments
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It is imperative to enhance the app by incorporating additional features, particularly submission capabilities, to effectively track and oversee the progress of our team members' work.
Hi Vicki Sullivan,
Thank you for commenting! I apologize, but I'm not sure I understand. Do you mean that incorporating live collaboration in the mobile application would be beneficial or do you mean granting permissions to users to view other users' submissions on their mobile device? Please correct me if I am misinterpreting!