Form Results are completed forms.
This is where you can see the results of forms that have been submitted by fieldworkers using the Fieldworker app.
You can also view a list of all form results received for a particular client, project, asset and/or fieldworker under the form results tab in each of those screens.
Form results list
Click Forms > Form Results to see a list of all form results received from fieldworkers.
The default filter for form results in the list is from the last date range you selected to search. To change this, select a different date range in the drop-down calendar, then click the Search button.
Search by specific form
If you want to see form results of one specific form, choose the from the drop-down menu in the search bar.
Search by Form Status
Click to select a specific form from the drop-down list if you want to see only results for that form type.
Click Search if you have changed the filter criteria.
Form results are colour-coded based on their status that you can customise in Form Settings. The generic form status options are:
A. Completed – White
B. Pending – Amber
C. Needs Action – Red
Best Practices using Form Results
Start typing in the search bar to filter the list or search for a specific form result/s, e.g. by form title, submitted by, fieldworker, asset, client, project, supplier, status or assignee.
Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
Click on the dark blue Status [Assignee] button to update the form result status or reassign form results to another Dashboard user or email the result to someone else.
Click the context menu and select from the options to edit, add a journal entry or delete the form. Note: If you delete the form result it will be permanently deleted
Export form results
Click to select a specific form from the drop-down list. If there are form results for the selected form and date range, an Export button will appear.
Click Export to extract the form results to an Excel spreadsheet.
NB. Responses for Heading, Signature and Image capture question types are not exported.
Click the Excel file at the bottom of the screen to open the spreadsheet.
NB. This may appear slightly differently depending on your computer’s settings.
All standard Excel functionality is available to view and analyse the data.
Save the Excel spreadsheet.