This topic provides reference information about the ProntoForms Teamwork feature. It describes the configuration options and provides technical details about form submission versions and status.
Supported on the Enterprise tier only:
Supported ProntoForms app versions
ProntoForms Teamwork is currently supported on the Windows, iOS, and Android ProntoForms apps 12.0 and later.
Form-level ProntoForms Teamwork configuration
At the form level, the options to configure the feature for mobile device users include:
Enable ProntoForms Teamwork for this form.
Allow users to launch ProntoForms Teamwork-enabled forms from their Forms box.
Note:Users can’t decline a dispatched ProntoForms Teamwork form. If they don’t want to accept the form, they can transfer it.
Team-level ProntoForms Teamwork configuration
At the team level, you can configure whether users can claim incomplete forms.
Do you want your users to be able to claim unassigned forms?
If yes, enable the Search box in the Mobile App. Remember that users can only access forms within the FormSpaces that they have access to.
Info:The topic Enable the Mobile Search feature describes how to enable the Search box.
If no, keep the Search box hidden in the Mobile App. This ensures that only supervisors and team leads can move an incomplete form through the workflow by reassigning it.
The system creates a new form submission version each time form data changes. Form submission versions provide a way for you to review the data that changed and identify the user who changed it.
The following table describes a workflow initiated by a supervisor dispatching a form.
Note:Users can also start work on a form by opening it from the Forms tab in the Mobile App. In this case, the first Form Submission version is created when the user transfers or sends the form.
|Dispatch to mobile user||Yes||1|
|Mobile user transfers incomplete form||Yes||2|
|Mobile user claims incomplete form||No||2|
|Mobile user transfers incomplete form||Yes||3|
|Supervisor reassigns form||No||3|
|Supervisor unassigns form||No||3|
|Mobile user claims unassigned form||No||3|
|Mobile user sends complete form||Yes||4|
|Supervisor sends form for editing||No||4|
|Mobile user sends edited form||Yes||5|
The following form submission statuses apply specifically to ProntoForms Teamwork-enabled forms.
|Status||A mobile device user...||Or a Web Portal user...|
|Incomplete (Unassigned)||Submitted an incomplete form.||Unassigned an incomplete form.|
|Incomplete (Reassigned)||Claimed an unassigned form.||Reassigned an incomplete form.|
The ProntoForms Teamwork feature works with other ProntoForms features, including:
Trigger a data destination when a user submits an incomplete form.
Use conditional logic to display sections based on completion of previous sections.
Send a completed form for editing.
Note:The ProntoForms Teamwork feature is not compatible with the Data Passthrough feature.
The following table describes the options available to a mobile user.
|Save the form to work on later.||The form remains in the user’s Drafts.|
|Submit the partially completed form for other users to work on.|
The system changes the state to Incomplete (Unassigned). Users in any group with permissions to access and submit the form can claim the form, and supervisors can reassign a form.
Search for and claim an incomplete form that another user transferred as incomplete.
Info:You must enable the Search box in the Mobile App at the team level. The topic Enable the Mobile Search feature describes how to enable the Search box.
Tip:When you transfer an incomplete form, you can include answers for the next user to review, even if they have errors. For example, if an image question has a limit of two images, and you include three, you can still transfer the form. The user who then works on that form can decide which two of the three images to submit when they complete the form.