---
title: "Forms in the Mobile App (Full Lifecycle): Assigned, Submitted, Reassigned & More"
url: "https://help.ontraccr.com/en/article/forms-in-the-mobile-app-full-lifecycle-assigned-submitted-reassigned-more"
language: "en"
last_updated: "2025-06-08T20:38:16.315Z"
---

# Forms in the Mobile App (Full Lifecycle): Assigned, Submitted, Reassigned & More

## **📝 Forms in the Mobile App (Full Lifecycle): Assigned, Submitted, Reassigned & More**  
 

### 🧭 **Introduction**

Forms are central to many Ontraccr workflows — from safety to invoicing. The mobile app supports a **full lifecycle for forms**: assigned, manually accessed, submitted, copied, reassigned, rejected, and approved.

This guide walks through **every stage and action** available in mobile for form users and approvers.

* * *

## **📍 Where to Access Forms**

You can access forms in multiple ways:

| Access Point | Use Case |
| --- | --- |
| **More > Forms** | Manual form access, starred forms, search |
| **Form Submissions** | History of your submissions |
| **Assigned Forms** | Auto-assigned forms from shifts, cards, etc. |
| **Boards / Cards** | Mapped form submission tied to a task |
| **Projects / Clients** | Historical logs (Billing, Work Orders, etc.) |

* * *

## **📂 Tabs in the Forms Page**

When accessing the **Forms** page from the **“More”** menu, you'll see the following four tabs:

### 1\. **Assigned**

-   Shows forms that have been assigned to you
-   Assignments may come from:
    -   Shifts
    -   Board cards
    -   Workflow automations
    -   Supervisor assignment
-   These forms may include pre-filled data based on the assignment context

* * *

### 2\. **Pending Approval**

-   Displays forms you've submitted that are waiting for approval
-   You cannot edit these until they're approved or rejected
-   Once reviewed, they either move to **Submitted** or return for edits

* * *

### 3\. **Manual**

-   Lists forms you have permission to submit at any time
-   Based on your role’s access settings
-   Commonly used for:
    -   Daily reports
    -   Safety checklists
    -   Ad hoc documentation

* * *

### 4\. **Submitted**

-   Your form submission history
-   Includes forms submitted manually or from assignments
-   You can open, review, and copy forms from this tab

* * *

## **📝 Submitting a New Form**

1.  Tap any form from a list
2.  Fill in the fields:
    -   Text, numbers, dropdowns, date pickers, photo upload
3.  Tap **Submit**

Fields may be pre-filled if:

-   Opened from a card or shift
-   Pulled from user/project metadata

* * *

## **🔁 Copy / Resubmit a Form**

If you need to fill the same form repeatedly (e.g., Daily Log):

1.  Go to **Form Submissions**
2.  Tap the **three-dot menu** beside a past form
3.  Select **Copy**
4.  A new draft opens, pre-filled with prior data
5.  Edit fields and submit

* * *

## **🔄 Reassign a Form (Supervisors Only)**

Supervisors can **reassign forms** to another user if incomplete:

1.  Tap the form
2.  Tap the **three-dot icon** (top-right)
3.  Choose **Reassign**
4.  Select another user

This helps prevent bottlenecks when someone is away or inactive.

* * *

## **❌ Reject a Submitted Form**

If you have **approval rights** and a form needs edits:

1.  Tap the form from your review list
2.  Tap **Reject**
3.  Add a note explaining what needs to change

The form returns to the submitter with your comment. They can **edit and resubmit**.

* * *

## **✴️ Pending Approval Forms**

For users with approval authority:

-   Forms pending approval show in the **Form Submissions > Pending** section
-   Tap to review
-   Choose **Approve** or **Reject**

✅ Approvals are logged in the form history

* * *

## **⭐ Favorite a Form for Quick Access**

1.  Open any form
2.  Tap the **star icon (top-right)**
3.  It appears in your **Favorites tab**

Unstar by tapping it again.

* * *

## **🧭 Draft Forms**

If you leave a form without submitting:

-   It becomes a **Draft**
-   Drafts are visible in **Forms → Assigned Forms**
-   Tap to complete and submit later

* * *

## **⚠️ Form-Automation Warning**

Some forms trigger automation when submitted (e.g., create board cards). Be cautious when copying/resubmitting these — **you could unintentionally trigger workflows again**.

Always check with your team if unsure.

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## ✅ **Outcome**

With full lifecycle support in the mobile app, users and supervisors can:

-   Submit and reuse forms on the go
-   Handle assigned forms promptly
-   Approve, reject, or reassign submissions
-   Track history and status in real time
-   Keep workflows moving without needing the web