The Form List View has been enhanced with new tabs, and improved styling to provide a more user-friendly and efficient interface to quickly access the relevant forms to you.

Key Features:

New Tabs for Improved Navigation:

• For Action My Company: Displays open or outstanding forms actioned to the user’s company.

• All: Shows all forms, accessible to a user in the logged in users company (either action or info)r in the logged in users company (either action or info)

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• The default tab is For Action My Company, providing immediate access to the user’s actionable items.

• Status colours are now displayed based on the status category, making it easier to identify form statuses at a glance.

• Loading the Form List defaults to the For Action My Company tab.

New List Search Experience:

• The Search bar is now always visible on the screen for quick access.

• Keyword searches automatically search all fields within forms, including the title.

• It also highlights keywords matched in the title.

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Additional Updates:

• The Plan View has been moved to the menu for better organisation.

• Additional menu options have been added as per the mock-up, including streamlined navigation to Plan View and other functionalities.

• Users can toggle Show Thumbnails to display thumbnails of the first attachment on each form, enhancing visual identification.

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Forms now includes updated icons and streamlined attachment functionalities, allowing users to easily upload and manage attachments directly from any tab.

Key Features:

New Icons Added:

• Camera Icon: Opens the camera directly for instant photo capture.

• Paper Clip Icon: Provides options to upload from the photo library or documents.

• … Menu Icon: Additional menu options as configured.

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Attachment Options for New Forms:

• Details Tab: The attachment option is now displayed on the Details Tab, as per the updated design.

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• Other Tabs:

  • Camera icon, Paper clip icon, and … menu are accessible on all other tabs for consistent functionality.

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Attachment Options for Existing Forms:

• The Camera, Paper Clip, and … menu icons are also available on all tabs for existing forms, ensuring parity between new and existing form workflows.

Upload Workflow

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1. Users can upload attachments, photos, or documents from any tab using the respective icons.

2. Once the upload is completed, the user is automatically directed to the Attachment Tab to review the uploaded files in the List View.

The attachment upload feature has been enhanced to ensure consistent access to Document/File Storage across forms and attachment list fields, supporting a seamless experience on mobile and tablet devices.

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Key Features:

Document/File Storage Option Always Available:

• When users upload attachments, the Document/File Storage option is now always displayed as a default choice.

• Applies to:

  • Forms: Users can upload attachments directly from their device’s file storage.

  • Attachment List User Field: Available on lists to upload and associate files easily.

The new swipe-right action functionality introduces quick access to key features for managing forms directly in the mobile user interface.

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Key Features:

Swipe Right Actions:

• Swiping right on a form row reveals two options:

  • Add Attachment: Opens the upload attachment options.

  • Workflow Buttons: Displays the available workflow buttons for the form based on its current status.

Attachment Handling:

• If a user selects Add Attachment:

  • A message displays, indicating the attachment is being uploaded.

  • The attachment is successfully added to the form

Workflow Button Actions:

• If a user selects a Workflow Button:

  • The form’s status is updated accordingly.

  • The list is refreshed to reflect the new status.

  • History on the form is updated and recorded as normal.