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Front-line workers can use the Mobile Search feature to access their team’s submitted forms in the ProntoForms mobile app. You enable the Mobile Search feature at a team level and at the form level. The form-level configuration controls which submitted forms users can search.
Info:The term submitted forms includes both completed forms and ProntoForms Teamwork-enabled incomplete forms.
You must be an Admin user or a user with Can Create FormSpace permissions.
Your ProntoForms team must be on the Advanced or Enterprise tier.
Check your users’ permissions:
Admin users can access all submitted forms from the Mobile Search.
Users and Mobile-only users with Can Submit FormSpace permissions can access all submitted forms in the FormSpace.
Info:You must also enable the Mobile Search for your team. Users can’t access the Mobile Search feature if you don’t enable it at a team level.
Steps to enable Mobile Search on your form
From the Manage Forms menu, navigate to the form you want to configure.
Select EDIT FORM.
Result: The form opens in edit mode.
Select SETTINGS, and then Workflow Settings.
In the Search Options section, select the option to display submitted forms in the Mobile Search as shown in the following example.
Result: Users can access submitted forms from the Mobile Search.
Do you want users to edit their team members’ completed forms from the Mobile Search?
If yes, in the Editing section, select the option for users to edit submitted forms from the Search box, as shown in the following example.
If no, go to step 6.
Info:The topic Editing Form Submissions describes the Editing feature in more detail.
Do you want users to claim incomplete ProntoForms Teamwork-enabled forms (Enterprise tier only) from the Mobile Search?
If yes, in the ProntoForms Teamwork section, select the option to allow users to release partially completed forms.
If no, go to step 7.
Info:The topic Configure a ProntoForms Teamwork Form describes the ProntoForms Teamwork feature in more detail.
Do you want users to view the answers included in submitted forms?
If yes, go to SETTINGS > Documents. Check that the form has a document available for download as shown in the following example.
If no, go to step 8.
Mobile users can search for submitted forms by the form submission name. Do you want to customize the form submission name that shows on the Mobile App?
If yes, go to SETTINGS > Advanced Properties > Data Record Naming. You can use DREL expressions to customize the name.
The following example shows how to name submitted forms with the name of the form and the answer to a question.
If no, go to step 9.
Save and Deploy the form when you’re ready to make it available to your mobile device users.
Note:Mobile users can only search for forms that a user submitted after you enabled the Mobile Search and deployed the form.