Form Detail View & Tabs (General Info, Triggered Items, Fields, PDF, Timeline, Attachments)
📘 Form Detail View & Tabs (General Info, Triggered Items, Fields, PDF, Timeline, Attachments) Overview
When you click any form in the Master Form Log or a sub-log, Ontraccr opens a full form detail view. This includes multiple tabs that let you view all data captured by the form, along with a complete audit trail, triggered workflows, and related files.
🧭 How to Access the Form Detail View
- Go to any form log (Master, Project, Customer, Equipment, etc.)
- Click the form row you want to review
- This opens the form in a multi-tab viewer interface
📂 Tabs Overview
Here’s a breakdown of each tab available in the form detail view:
1. General Info
Shows high-level metadata about the form:
- Form number
- Employee name and ID
- GPS snapshot (if geolocation is enabled for the form type)
- Basic summary of the form context
2. Triggered Items
Displays any upstream forms or workflows that triggered this form, along with downstream results.
- If the form was triggered by another form:
- The upstream form is linked
- You can click to open it without leaving the current view
- If this form triggered other actions (e.g., shift creation), those are shown here:
- Shifts created: Includes title, time, project, phase, cost code
3. Fields
This is the digital version of the submitted form, showing all completed answers.
- If your role and the workflow allow it, you'll see an Edit button
- You can make changes and re-submit if permitted
4. PDF
View the PDF-rendered version of the form.
- Zoom in/out to read clearly
- Use the download icon (top-right) to save a local copy
5. Timeline
A complete audit trail of actions performed on this form, including:
- Submission timestamps
- Status changes
- Emails sent (with ability to resend from the timeline)
- Approvals or cancellations
- Workflow steps (e.g., “Sent for approval to Admin”)
- Form edits and version snapshots
6. Attachments
A summary of all files or images uploaded via form fields.
- Centralizes all file attachments for quick access
- You can also find attachments under specific form fields, but this tab gathers them all together
🧠 Best Practices
- Use the Timeline tab when troubleshooting missing emails or skipped workflow actions
- View snapshots under the Fields tab using “View Snapshots” to audit edits
- If you're approving a form, make sure to check the General Info and Triggered Items to understand full context