Feature Update: Job ID Column in Smart Table Filter

Our latest update makes it easier to see the Job that is related to a Submitted Form. The Job ID is now available to become a column that is added through the smart table filter. Simply search a Job ID number to see all submitted forms that are attached to the respective job in the Submitted Forms tab. This enhancement in data organization and retrieval not only makes searching for a form easier, it also means a more streamlined process day-to-day.

To access the feature, simply:

• Navigate to the Submitted Forms tab.
• Use the smart table filter to add the Job ID column.
• Enter the Job ID number to see all associated forms.

While you’re there, why not customize your Submitted Forms to make them even more functional?

________________________________________________________________________

What are Submitted Forms Tabs?

You are able to customize the column headings within each Tab to show specific information from the forms within that tab. By showing this detail in the column information, you may not need to go into the form itself; everything you need to see and action can be available in the table.

Each User's preferred default Submitted Form Tab is unique to them and what they wish to view most frequently. Preferences can be selected in the Web Portal:

• Go to the user icon in the top right > Preferences > Select the Default tab > Submit.

________________________________________________________________________

How do I add a custom tab to the Submitted Forms page?

You can create customized submitted forms tabs in the Web Portal, allowing you to see any information from within the form at a glance. Creating a custom submitted forms tab also makes it easy to search your forms.

Steps:

1. Navigate to Forms > Submitted Forms > + New / Edit.
2. Name your tab, choose which forms and groups will view it.
3. Set your columns and connect them to form fields.

Processing existing forms might take time, but it ensures all your data is visible in the new tabs.

________________________________________________________________________

For more helpful tips and information, visit our Help Desk.