---
title: "Forms in the Mobile App: Submitting, Favoriting, and Copying with Ease"
url: "https://help.ontraccr.com/en/article/-forms-in-the-mobile-app-submitting-favoriting-and-copying-with-ease"
language: "en"
last_updated: "2025-06-08T19:58:46.190Z"
---

# Forms in the Mobile App: Submitting, Favoriting, and Copying with Ease

## **📝 Forms in the Mobile App: Submitting, Favoriting, and Copying with Ease**  
 

### 🧭 **Introduction**

The **Forms** feature in the Ontraccr mobile app gives workers easy access to submit safety forms, timesheets, checklists, and more — all in the field. Users can quickly view **assigned forms**, submit **manual forms**, or reuse previous submissions using the **copy** function.

This guide explains how the **Forms and Form Submissions** widgets work and how to use them efficiently.

* * *

## **🔍 Two Places to Access Forms in the Action Center on Mobile**

### 1\. **Forms Widget**

-   Found in the **Action Center**
-   Shows **forms you’re allowed to submit**
-   Behavior varies depending on web settings (see below)

### 2\. **Form Submissions Widget**

-   Also in the **Action Center**
-   Shows **your personal history** of submitted forms
-   Does not display company-wide forms

You can alternatively go to More > Forms, in order to access a complete list of options.

* * *

## **⚙️ Understanding “View Manual Forms” Setting**

Admins can control how the **Forms widget** behaves per role using this checkbox in the web app:

**Web App → Settings → Customization → Action Center → View Manual Forms**

### Behavior Based on Setting:

| View Manual Forms | What Workers See in Mobile App |
| --- | --- |
| ✅ Checked | Full list of forms available for manual submission |
| ⛔ Unchecked | Only two tabs: **Assigned** and **Favorite** forms |

* * *

## **📥 Submitting a Manual Form**

1.  Open the **Forms** section
2.  Tap any form in the list (manual, assigned, or favorite)
3.  Fill out the fields
4.  Tap **Submit**

📌 These forms are identical to the web version and respect all permissions and validation rules.

* * *

## **🌟 How to Favorite a Form (Quick Access)**

Favorited forms appear under the **Favorite tab** (if “View Manual Forms” is turned off).

### To Favorite a Form:

1.  Open a form you frequently use by navigating to More > Forms > Manual
2.  Tap the **⭐ star icon** in the top-right
3.  It will turn yellow to indicate it’s now a favorite

To remove it from favorites, just tap the star again.

* * *

## **📌 Assigned Forms**

Forms may also be **automatically assigned** to users via:

-   Shift schedules
-   Workflows
-   Supervisors

These will appear in the **Assigned tab** under Forms if “View Manual Forms” is disabled.

* * *

## **📋 View Your Form Submission History**

Open the **Form Submissions** section in the Action Center to:

-   See a **date-sorted list** of forms you’ve submitted
-   Tap any form to view full submission details, including attachments

* * *

## **🧪 Copy a Previous Form Submission**

If you fill out similar forms every day (like a daily hazard report), you can save time by **copying a past submission**.

### How to Copy:

1.  Go to the **Form Submissions** widget
2.  Tap the **three-dot menu** beside any form
3.  Choose **Copy**
4.  A new form will open, pre-filled with the previous data
5.  Make edits and submit

📌 This is great for repetitive workflows where most fields stay the same each day.

* * *

## ✅ **Outcome**

By using the Forms and Form Submissions tools, mobile users can:

-   Easily access and submit job-related forms
-   Quickly repeat routine submissions using the **copy** feature
-   Star their most-used forms for instant access
-   Access and review their own form history anytime