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How Do I Edit Form Settings
How Do I Edit Form Settings

Forms can be accessed and used through mobile and web app. There are different settings to choose from to customize its functionality.

Trevor Shaffer avatar
Written by Trevor Shaffer
Updated over a month ago

The Redlist's form settings offers several options that can be configured to customize form functionality. These settings include:

Steps

To access and customize the Form settings, here are the steps:

  1. Go to "Forms", then "Manage"

  2. Select a form

  3. Click on "Form Settings"

  4. Select one or more options to apply by ticking the box on the side.

    An addition to these settings is the "Online only form submission" option. A form that is set to be accessed and submitted only when online will have this error notification once submission is attempted without internet connection:

Form Settings

1) Paginate sections when accessing on mobile

This setting enables mobile users to navigate through a form quickly by tapping on an arrow button to move to the next section or selecting a specific section by tapping on the hamburger button.

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2) Allow edits after form submission

When enabled, this setting allows users to reopen and edit a submitted form at any time. However, when disabled, the form is locked after submission and can no longer be edited. This is useful for forms that contain sensitive information.

3) Auto-group tasks on work order

This setting auto-generates a work order based on the submitted form, bypassing the pending queue approval and overriding what board and region the work order and all generated tasks are assigned to. The due date of the work order is set to the submission date of the form, and the due dates of tasks on the work order are based on their task generation settings. If this setting is enabled, users must select which work board the work order should be assigned to, and if needed, the region for the work order can be set using the Assign Work Order to Region dropdown.

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