Editing a Submission

Admins and Designers can determine whether different users within their account have the permission to modify completed submissions, on mobile devices or in the GoCanvas portal, on a form by form basis.

Submission Editing

Before anyone can edit submissions, the permission must be granted from the Form Settings page.

1. Navigate to your Forms page and open Form Settings by selecting the hyperlink of the form name or selecting the gear icon associated with the form.
2. Under Settings, find Edit & View and select the Settings button.
3. Check the box next to the user roles that need access to edit a completed submission in the portal. The ability to edit on mobile applies to all users in the account.
4. Save.

The users you chose will now have the ability to edit all previous and future submissions for this form. Users will also need to sync their devices for these changes to take effect.

A Few Things to Keep in Mind

• Signatures, Drawings, Static Text (entered from the Form Builder), and GPS coordinates cannot be modified.
• Fields are not validated for correct input. i.e. values will not reference a field mask when editing.
• Calculations and Summaries are not recalculated.
• You cannot add new items to a list screen.
• Fields that were marked as PDF visible "if value is not blank" cannot be updated in a web edit if they were blank in the mobile submission. You are able to edit those fields on mobile. 
• For conditional fields whose condition is not met during the original mobile submission, web editing is possible, however the edit will not display on the PDF. However, the changes will display on the PDF if you do mobile edit.
• The Submission Name will not change on the website if you edit a field that places it's value in the submission name.

Edit a Submission in the Portal

Now that you have selected who can edit submissions for that form, you will need to navigate to the Submissions page.

1. Select the form you just enabled editing for.
2. Select the blue hyperlink under the Submission Date column of the submission you wish to edit.
3. You will now see an Edit icon to the right of every editable field. Select the icon for the field value you wish to edit.
4. The green checkmark will save your changes.

Once complete you will see your revisions in the GoCanvas generated PDF. Anyone with the permission to edit will also have insight into who edited data by selecting Revisions on the left side of the screen.

View and Edit Submissions on a Mobile Device

You can also view your submissions from your mobile device. To do that follow these steps:

1. Open the GoCanvas mobile application and login to your account.
2. Tap the Completed button at the bottom of the screen.
3. Select the submission you would like to view or edit.
   

View

Allows you to preview the submission's PDF.

Edit

Allows you to edit the submission.

Copy

Will create duplicate all submission data into a new submission.