Methods to Manually Submit a Form
📘 Methods to Manually Submit a Form (Boards, Tasks, Schedules, Equipment) Overview
In addition to using the Manual tab, Ontraccr allows users to initiate and submit forms manually from multiple areas across the platform. These alternate access points provide contextual form submission, streamlining workflows in the field or office.
This article outlines every supported method for manually submitting a form.
✅ Manual Submission Methods
| Method | Where It's Done | Purpose |
|---|---|---|
| Manual Tab | Documents → Forms → Manual | Start a form manually from Global or Project templates |
| Board Cards | Any Board Card (non-edit view) | Start context-aware forms tied to board workflows |
| Task Assignment | Form-linked Tasks | Submit forms directly from task records |
| Field Schedule | Field Schedule in the Mobile App | Submit forms tied to a scheduled shift |
| Equipment Page | Individual Equipment Profile | Start forms linked to equipment directly from its profile |
🧭 1. From the Manual Tab
- Includes Favorite, Project, and Global forms
- Must be set up with Manual trigger in the form workflow
🗂️ 2. From a Board Card
Where:
- Open any board
- Click on a board card (in non-edit mode)
How:
- Click the form icon within the card
- Choose from:
- Preset mapping (previously saved configuration)
- Generic form from your account templates
- Click Continue to open and submit the form
📌 Forms submitted here are auto-linked to the board card and appear in the card’s “Forms” tab
📋 3. From a Task
If a form template is attached to a task, users can begin filling out the form directly from that task interface.
Where:
- Wherever tasks are visible (context not fully detailed in transcript)
What Happens:
- Opens the form as a digital entry tied to the task
- Submit like any other manual form
🗓️ 4. From the Field Schedule (Mobile App)
If a form is linked to a scheduled shift, field users can access and fill it directly:
How:
- Open the shift in the Field Schedule (Mobile)
- If a form is attached, an action will be available to open and submit it
📌 This ensures the form is contextually linked to the scheduled work
🏗️ 5. From an Equipment Page
Where:
- Go to
Equipment→ Select an equipment profile
How:
- Click the form icon
- Choose:
- A saved mapping
- Or select a generic form template from your account
- Click Continue
- Submit the form
📌 The form will be automatically saved to that equipment’s form log
🧠 Tips and Best Practices
- Always set up Manual triggers in Step 3 of the form workflow to ensure visibility in these areas
- Encourage field teams to use board cards or scheduled shifts for faster form access
- Forms initiated from these areas are context-aware and tagged accordingly (project, board, equipment, etc.)