Submitting Forms Using the Control Center
1. From
the upper-left corner of the Control Center, select the Forms Module icon.
2. Go
to the “Submit” tab.
3. In
the Form dropdown menu, select the form
you want to submit.
Additional fields appear
on the left side of the screen and the form appears on the right side.
Note:
If you want to change the selected form, select another from the Form
dropdown.
4. Complete the additional fields as needed:
a Description – An optional field that is used to distinguish this form from others of the same type when searching in completed.b Name – This field automatically populates with the name of the person who is submitting the form. This can be changed if the form is filled out for another person.c Form associations dropdown menus – Any associations selected cause the chosen location, device, asset, task, or ticket to be associated with this form, and are used to distinguish this form from others of the same type when searching in Completed. It also causes the form to be displayed on the “Completed Forms” tab in the Location Manager, Task Manager, Employee Manager, and Assets Module for the selected association.
Note: Be sure to select the associations before filling
out the form as some fields prepopulate based on the associations selected. (Only
fields that were mapped in the Forms Designer will prepopulate.)
5. Save the form as needed:
- If you want to save and submit the form, select [Submit]. This places the form into a completed state.
- If you want to save the draft without submitting the form, select [Save Draft].
Related Articles
Creating and submitting a Form using the new mobile app
Introduction WorkMax Forms have never been easier to create and submit. We'll cover how to access form templates on the new mobile app and how to sync them. Prerequisites A Forms license, the new mobile downloaded, and applicable permissions to ...February 2023 Control Center
Control Center Release: 02/28/2023 Fixed - Improve wrapping within cells (when using Productivity Editor on lower resolution displays or in narrow browser windows, text will now wrap to the next line correctly in each cell) Fixed - Auto Lunch After ...Printing Forms in the Control Center
Printing a Form To print a completed form in the Control Center, click on FORMS and then choose Completed Select the form to print, email, or export by clicking on the form name in the Form name, then click View Print. A new tab will open with a PDF ...Completed Forms in the Control Center
To access completed forms in the Control Center, click on FORMS and then choose Completed. Completed forms search bar Any text entered in to this field will cause a search to be run on all of the columns in the forms list table, with exception of the ...Building Forms in the Control Center
BUILDING FORMS IN THE CONTROL CENTER This article reviews the steps to build a new form in the Control Center. 1. From the upper-left corner of the Control Center, select the Forms Module icon. 2. Go to the “Build” tab. 3. Select [+New]. 4. In the ...