How does 'submitting' a form work?

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Overview & background

 

The Daily Report Form and the Timesheet Form will automatically default to the 'Draft' status. When they are complete, they must be set to 'Submitted'.

 

Article topics

  1. How do I know if the Form is submitted?
  2. Do I have to sign the Form before submitting it?
  3. What happens when a Daily Report or Timesheet Form is submitted in Fieldwire?
  4. When a Form is submitted, is it automatically sent to anyone - or do I need to send to the intended recipient? 

 

How do I know if the Form is submitted?

 

The 'Status' section at the top of those two forms is where you can select the Status as 'Draft' or 'Submitted'.

 

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Do I have to sign the Form before submitting it?

 

Yes - you will receive the error message below if you do not complete the required text fields - including the Signature.

 

Error_message.png

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What happens when a Daily Report or Timesheet Form is submitted in Fieldwire? 

 

The Form creator, assignee, and last editor will all get notified on the web and will receive a push notification on any mobile device associated with a Fieldwire account.

 

When a Form is submitted, is it automatically sent to anyone - or do I need to send to the person who requested the Form?

 

Currently, when a Form status is changed to 'Submitted', the report is not automatically 'sent' to anyone within Fieldwire. Instead, you will need to download the form and send to the correct person through your email account. 

 

How to download the form

 

Click on the downward facing arrow and the form will be automatically downloaded to your computer.

 

Step 1: 

Click on the downward facing arrow

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Step 2:

The Form will automatically download in your web browser

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Step 3:

Attach the submitted form to an email and email it to the contact(s) who requested the form

Note: You can only download forms on the web - not on mobile at present.

 

What if I need to edit a form after submitting it?

 

If you are a Project Administrator, you can click on the "status" dropdown to change it from 'Submitted' to 'Draft' in order to edit the form again.

If you are not a Project Administrator then you can reach out to a project Administrator to request the edits or ask them to change the status from 'Submitted' to 'Draft'.  

Note: You can edit the Form when it is in 'Draft' status again - though you would need to re-download and resend the Form via email to the designated recipient. 

More information

 

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