Using the "Sent" Tab

 

About

The mobile app Sent tab allows users to view forms they have submitted.  This makes reviewing data easy to do in the field, with no need to leave the ProntoForms app.  

When the Sent tab is enabled for a team, the tab will appear alongside the Forms, Inbox, Outbox and Draft tabs.   Tapping on a Sent tab item reveals download options.   Download form submissions as PDF, Word, or HTML. 

If Data Record Passthrough is enabled, then mobile users will be unable to view their form submissions from the Sent tab.

Android/Windows and iOS have different layouts for the Sent tab, shown below. 

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The Sent Tab: Android & Windows

2017-03-14-SentBox01.png 1. Select the Sent tab to view submitted forms.
2017-03-14-SentBox02.png 2. Tap on an item in the list to display several data record document download actions.  Tapping one of these will download the document to the mobile app.
2017-03-14-SentBox03.png 3. Select which app you wish to use to open the document.  This will vary depending on the apps on your device. Your form submission will open in the selected app.
2017-03-14-SentBox05.png 4. (Primarily PDF) From the preview, tap the menu icon in the upper right of the screen to allow for the document to be passed to other relevant functions and apps on the device. This will vary depending on the apps on your device. 


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Sent Tab FAQ

Why can't I see the Sent tab?

Admins control what is visible in the app.  The tabs can also be rearranged, and some can be hidden.  Read more about customizing the mobile app tabs.  

When do my submitted forms move to the Sent tab?

Just like the other tabs, the Sent tab is updated when the app is reconciled.  The "Sent" list updates after the Outbox, in order to allow time for submitted forms leaving the Outbox to upload to the portal and process.

How many/how long are items held in the Sent tab?

By default, the Sent tab can hold 250 items, and Sent items are stored for 7 days.  An admin can change this. Note that the "Sent" list is reported back to the device from the ProntoForms server.  This means that if a submission is deleted from the ProntoForms portal (whether manually deleted, or deleted automatically after 45 days), the Sent item will also disappear from the device.

What controls the naming of Sent items?

The naming of items in the Sent, Drafts, and Outbox tabs are all controlled by Data Record Naming.  By default,  submissions are named according to the following convention:  "%f - %d %t"  (Form Name - Submission Date - Submission Time).  Custom naming can be configured to insert other text (like a customer name or work order number collected in the form) in the name of Sent tab items to make them more easily identifiable and easier to review.

Read more about naming of items on the mobile app. 

What information is available for Sent items?

The following information will be shown for each item listed:

  • Submission name (see above for details on naming)
  • The submission's unique reference number
  • The submission's status -- uploaded or processed
  • Last modified date

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The Sent Screen: iOS

2017-03-21-iOS7-7-HomeBoxSent.png 1. Select Sent to view submitted forms.
2017-03-21-iOS7-7-HomeBoxSent02.png 2. Tap on an item in the list to display several data record document download actions.  Tapping one of these will download the document to the mobile app.
2017-03-21-iOS7-7-HomeBoxSent03.png 3. Select which document type you wish to open.  
2017-03-21-iOS7-7-HomeBoxSent04.png 4. From the preview, tap the menu icon in the upper right of the screen to allow for the document to be passed to other relevant functions and apps on the device. This will vary depending on the apps on your device.


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Sent Screen FAQ

Why don't I have a Sent screen?

Admins control what is visible in the app.  The tabs can also be rearranged, and some can be hidden.  When the Sent screen is disabled for a team, it will be replaced by an Outbox. The Outbox will hold submissions until the app is reconciled and the items are processed.

Read more about customizing the mobile app tabs.  

 

When do my submitted forms move to the Sent screen?

They will appear in the sent screen immediately after submission under an Outbox header. The Sent screen is then updated when the app is reconciled.  The Sent list updates after records go through the Outbox header, in order to allow time for submitted forms leaving the Outbox to upload to the portal and process.

 

How many/how long are items held in the app?

By default, the Sent tab can hold 250 items, and Sent items are stored for 7 days.  An admin can change this. Note that the "Sent" list is reported back to the device from the ProntoForms server.  This means that if a submission is deleted from the ProntoForms portal (whether manually deleted, or deleted automatically after 45 days), the Sent item will also disappear from the device.

 

What controls the naming of Sent items?

The naming of items in the Sent/Outbox and Drafts tabs are all controlled by Data Record Naming.  By default,  submissions are named according to the following convention:  "%f - %d %t"  (Form Name - Submission Date - Submission Time).  Custom naming can be configured to insert other text (like a customer name or work order number collected in the form) in the name of Sent tab items to make them more easily identifiable and easier to review.

Read more about naming of items on the mobile app. 

 

What information is available for Sent items?

The following information will be shown for each item listed:

  • Submission name (see above for details on naming)
  • The submission's unique reference number
  • The submission's status -- uploaded or processed
  • Last modified date

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Comments

  • Avatar
    williamspestcontrol

    It is a challenge

  • Avatar
    Danielle Morley

    Hello,

    Are you have trouble using the mobile app?  Please let us know what we can help you with -- I recommend submitting a support request to support@prontoforms.com if you require assistance.  We are happy to help!