This article will detail how to add a Form to a Task from within the mobile application. Also covered in this article is how to set a Form to be the default form for all Tasks.
Manually adding a Form to a Task in the mobile software.
Step 1: In the mobile app navigate to the Open Tasks page.
Step 2: Click on the Task you wish to add a Form to.
Step 3: Click on the Form title bar to open the Form section of the Task
Step 4: Click 'Choose a Form' and select the Form you wish to attach from the list.
Step 5: Click the 'Add Form' button.
Step 6: Click on the Form name listed in the 'Forms' section of the Task to access that Form.
Step 7: Fill out your Form and be sure to click 'Save' in the upper right corner when finished.
- Note that fields with a red asterisk next to the Field Title are 'Required' fields and must have some data entered before the system will allow you to mark this Task complete.
Manually adding a Form to a Task in the office software.
Note that you cannot add forms in while viewing a Task in the modal view (seen when viewing a Task from within the Task Dashboard). If you access the Forms portion of a Task in the modal view it will direct you to view the Task in the standard view (seen when viewing the Task from the Pending Task page).
Step 1: Navigate to the Pending Task page.
Step 2: Click the number of the Task you wish to add a Form to.
Step 3: Click on the 'Forms' tab.
Step 4: Select the Form you wish to add from the selection menu, then click 'Load Form'
Setting a Form as the default for all Tasks
In order to have the same Form be pre-attached to every Tasks made in the system, simply follow the steps below.
Step 1: Navigate to Settings > System Settings
Step 2: Click on the 'Tasks' tab in your System Settings
Step 3: Make your selection in the 'Default Task Form' field
Step 4: Be sure to click the 'Save' button at the bottom of the page!