This topic describes how to set up a form to use the ProntoForms Teamwork feature.
Supported on the Enterprise tier only:
Your ProntoForms Team must be on the Enterprise tier.
Your users must have the Windows, iOS, or Android ProntoForms app 12.0 or later.
You must be an Admin user or a User with Can Create FormSpace permissions.Tip:If you’re not an Admin user, you should have the following permissions so that you can thoroughly test your forms:
- Can Test
- Can View
- Can Submit
Do you want users to be able to claim incomplete forms?
If yes, you must enable the Search box at the team level in the Mobile App and at the form level in the Workflow Settings.
Info:The topic Enable the Mobile Search feature describes how to enable the Search box.
If no, you can still dispatch, unassign, and reassign forms to users.
From the Manage Forms menu, navigate to the form you want to configure.
Select Edit Form.
Select Settings, and then select the Workflow Settings.
Do you want users to search for and claim incomplete forms in the Search box?
If yes, select the check box in the Search Options section.
If no, go to step five.
Info:You must enable the Search box in the Mobile App at the team level to configure the Search Options at the form level. The topic Enable the Mobile Search feature describes how Admin users enable the Search box.
In the ProntoForms Teamwork section, select the check box to enable mobile device users to transfer partially completed (incomplete) forms.
Note:The ProntoForms Teamwork feature is not compatible with the Data Passthrough feature. If you enable Data Passthrough, the ProntoForms servers do not store the data from your Form Submissions, so you can’t work on incomplete form submissions.
Tip:Remember to Save and Deploy the form when you’re ready to make it available to your mobile device users.
When you add an image question to a form, you can configure the question properties to stamp data on the image. Because a ProntoForms Teamwork-enabled form can have different submission versions, it can be helpful to understand when the system collects different types of information.
The system collects Image Properties when the mobile user takes the picture. The system only collects Image Properties for images that users upload directly from their camera.
Note:Image Properties depend on the device’s camera settings. Some cameras do not support stamping Image Properties.
The system collects System Properties when a user submits the completed form. The system collects the Geo Stamp where the user submits the form, and the Entry Timestamp when the user submits the form.
Note:The system does not collect System Properties when a user transfers an incomplete form.
Note:The system stamps images when a user submits the completed form. Even though the system collects information at different times, you can only view the image stamps when the form is complete.
Info:The topic Stamping Data Onto Images describes in detail how to configure an image question to stamp data on images.
Configure Data Destinations to execute for incomplete Form Submissions
Data Destinations have customizable filter rules to determine when the Destination executes. You can configure Data Destinations to execute when users submit incomplete ProntoForms Teamwork-enabled forms. This means that you can send and store data from incomplete forms.
For example, you can do the following workflow actions:
Back up copies of incomplete Form Submissions on your external storage system.
Send email notifications of work in progress.
Update your system of record with work in progress.
Send progress reports to your customers.
Info:The topic Applying Filtering to Data Destinations describes in detail how to configure the filters on Data Destinations.