---
title: "Form Detail View & Tabs (General Info, Triggered Items, Fields, PDF, Timeline, Attachments)"
url: "https://help.ontraccr.com/en/article/form-detail-view-tabs-general-info-triggered-items-fields-pdf-timeline-attachments"
language: "en"
last_updated: "2025-06-06T21:59:21.717Z"
---

# 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.

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## 🧭 **How to Access the Form Detail View**

1.  Go to any form log (Master, Project, Customer, Equipment, etc.)
2.  Click the **form row** you want to review
3.  This opens the form in a **multi-tab viewer** interface

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## 📂 **Tabs Overview**

Here’s a breakdown of each tab available in the form detail view:

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### 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

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### 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

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### 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

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### 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

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### 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

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### 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

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## 🧠 **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