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
The permission to edit a submission must be granted on a form-by-form basis from Form Settings > Edit & View. To learn more, see "Enable Submission Editing.
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 Completed.
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Locate and tap the submission:
- If the submission tile is greyed out, Edit & View settings are not enabled for the form.
- If tapping the submission tile opens the PDF, Allowed to view PDF is enabled for the form.
- If tapping the submission tile opens a pop-up from the bottom of the screen, Allowed to edit, Allowed to view PDF, or both are enabled for the form.
- 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. Only available on the current version of the form.
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.
Note
If you prefer to make edits from a computer or need dynamic edits for a submission that is not yours, you can use Edit in Web Client from the Submissions page.
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