---
title: "Redesigned Forms Module — Web & Mobile Guide"
url: "https://help.ontraccr.com/en/article/redesigned-forms-module-web-mobile-guide"
language: "en"
last_updated: "2026-10-15T12:50:54.014Z"
---

# Redesigned Forms Module — Web & Mobile Guide

## **Overview**

The Forms page has a new layout on both the Ontraccr web app and the mobile app (version 5.0.2). Nothing was removed: templates, logs, approvals, assignments and imports all work as before. What changed is where you find them.

Forms still lives under **Documents → Forms** in the left menu. It now opens on a new **Forms landing page** instead of going straight to Templates. What you see on the page depends on your roles and permissions.

The biggest change: **Templates is now called Workflows**. To build or edit a form, click **Automate workflows**.

![](https://cdn-assets.productfruits.com/ea28e80f-a5c0-4536-a91e-cfa14f50622d)

## **Before vs. now**

The old Forms page had a left-hand sub-menu: Templates, Log, Assigned, Approve, Import and Manual. Each of those still exists. This table shows where it lives now.

![](https://cdn-assets.productfruits.com/a5b4ca44-225b-4ccb-a2a8-df61c34a7fc9)

| Previous version | Where it is now | Notes |
| --- | --- | --- |
| Templates | **Automate workflows** (top-right button, or the card under More form tools) | Renamed **Workflows**. Build new forms and edit existing ones here. |
| Manual | **Start form** (top-right button), or the **Start a new form** section on the landing page | Same Favorite, Project and Global lists as before |
| Approve | **Approve** shortcut card | Shows a count plus how many were added this week |
| Assigned | **Assigned** shortcut card | Forms assigned to you. Drafts of assigned forms still show here. |
| *(new)* | **Drafts** shortcut card | Drafts now have their own page, no longer mixed in with Assigned |
| *(new)* | **Submitted** shortcut card | Forms submitted this week across all projects and crews |
| Log | **Log** shortcut card | Master log. Defaults to the current pay period, with all-time data still available. |
| Import | **Bulk import forms** card under More form tools | Same import as before |

## **Tour of the landing page**

The landing page reads top to bottom: two action buttons, five shortcut cards, then sections showing a preview of each list.

### **Top-right buttons**

-   **Automate workflows**: opens the Workflows page (previously Templates), where you build forms and set up automated workflows for them.
-   **Start form**: opens the Start a new form page (previously Manual), with your Favorite, Project and Global forms.

### **Shortcut cards**

Each card shows a live count and opens the full page in one click.

| Card | Count shown | Opens |
| --- | --- | --- |
| Approve | Forms waiting on you, plus how many were added this week | Your approvals page |
| Assigned | Forms assigned to you, plus how many were added this week | The assigned log, with **Assigned to me** and **Assigned to others** filters |
| Drafts | Your in-progress forms | The Drafts page |
| Submitted | Forms submitted this week | All submissions this week across every project and crew. You no longer need to build this filter yourself. |
| Log | Forms this pay period | The master log (if you have access). Change the date range to see all-time data. |

### **Needs your approval**

Shows the 5 oldest forms waiting for your approval, with Approve and Reject buttons on each row. Click **View all** for the full list.

![](https://cdn-assets.productfruits.com/cd9be18e-2517-4ac2-9de9-74edead1f25e)

### **Assigned**

Shows up to 5 forms assigned to you. Toggle between **Assigned to me** and **Assigned to others**. Rows tagged **Draft** were opened and saved but not yet submitted.

### **Drafts**

Shows your in-progress forms. Filter by:

-   **All**: every draft
-   **Self-started**: forms you started yourself that weren't assigned to you
-   **From assignment**: drafts of forms assigned to you. Use this filter to see which assigned forms you still need to submit.

![](https://cdn-assets.productfruits.com/e907a7e9-3cd2-46f6-8de5-3d5ede2e45cf)

### **Start a new form**

Your favourite forms are listed right on the landing page. Click one to start it. Switch to **Project** or **Global** to see other forms, or type in **Search templates** (for example, "PO") to filter the list as you type.

![](https://cdn-assets.productfruits.com/d075c0c9-f6a6-4813-9ba4-0ed4890c3e6f)

### **Form log**

Shows your most recent submissions across every project this week. Click **View all** to open the full form log, which works the same as before.

### **More form tools**

-   **Automate workflows**: same as the top-right button. Opens Workflows (previously Templates).
-   **Bulk import forms**: brings in historical forms from .xlsx or .xls files (previously Import).

![](https://cdn-assets.productfruits.com/cff59949-1472-4572-a5ce-9f7a38e58659)

## **How to do common tasks**

Every task starts at **Documents → Forms**.

### **Approve or reject forms**

1.  Approve forms right from the **Needs your approval** section using the Approve or Reject button on each row.
2.  To see every form waiting on you, click the **Approve** card or **View all**.

### **Find forms assigned to you**

1.  Click the **Assigned** card.
2.  Use **Assigned to me** or **Assigned to others** to switch lists.

### **Continue a draft**

1.  Click the **Drafts** card, or scroll to the Drafts section.
2.  Filter by **Self-started** or **From assignment**, or search for the form.
3.  Click the draft to pick up where you left off.

![](https://cdn-assets.productfruits.com/93d64c60-d8c8-4020-a565-f90bea30fb20)

### **Start a new form**

1.  Scroll to **Start a new form** on the landing page and click a favourite, or
2.  Click **Start form** at the top right.
3.  Choose **Favorite**, **Project** or **Global**, or search by name, and click the form to start it.
4.  Star a form to add it to your favourites so it appears on the landing page.

![](https://cdn-assets.productfruits.com/761fd121-df72-4633-8c73-103cb3fea2e2)

### **Build or edit a form template**

1.  Click **Automate workflows** at the top right of the Forms page, or the card under More form tools. If you have permission, the **Workflows** button on the Start a new form page also works.
2.  On the **Workflows** page (previously Templates), click **\+ Add** to build a new form, or click an existing one to edit it.

![](https://cdn-assets.productfruits.com/9ad93d1e-6149-48cb-a122-b7115003dca0)

### **See this week's submissions**

1.  Click the **Submitted** card.
2.  Search, filter or export the list as needed.

![](https://cdn-assets.productfruits.com/a6cc1509-cb31-4dc2-9a9e-52f1abf9790c)

### **Open the full form log**

1.  Click the **Log** card, or **View all** on the Form log section.
2.  The log defaults to the current pay period. Change the date range to see older submissions.

### **Import historical forms**

1.  Scroll to **More form tools** at the bottom of the landing page.
2.  Click **Bulk import forms** and upload your .xlsx or .xls file.

## **Mobile app (version 5.02)**

On mobile, tapping **Forms** from Apps or the Action Center now opens a new Forms landing page. The previous Forms page is still there, redesigned, and works the same as before.

![](https://cdn-assets.productfruits.com/b549e2b3-8ba0-4441-954b-a7cb6936d7b1)

### **Start something new**

Three tiles at the top are shortcuts for starting a form:

-   **Favorites**: forms you've starred
-   **By project**: forms tied to a project you have access to
-   **Global**: the global form catalog you have access to

### **Your work**

Four cards show the forms that need your attention. Tap a card to open the full list.

| Card | What it shows |
| --- | --- |
| Assigned to you | Forms assigned to you through workflows, split into **to start** and **in progress**, plus the latest one |
| Drafts | Your in-progress forms, split into **assigned** and **standalone** (self-started), plus the latest one |
| Pending approval | Forms awaiting your review, with the oldest one and when it was submitted |
| Submitted | Submissions all time, with how many came in this week and the most recent one |

### **Choose which page opens by default**

Tap the icon at the top right to switch between the two views:

1.  On the landing page, tap the **list icon** to go to the redesigned **All Forms** page.
2.  On All Forms, tap the **tile (grid) icon** to go back to the landing page.
3.  Whichever page you save becomes your default. It opens every time you tap Forms from Apps or the Action Center.

### **The redesigned All Forms page**

All Forms keeps everything from the previous mobile Forms page, with tabs across the top: **Assigned**, **Start Form**, **Drafts**, **Pending** and **Submitted**. Each tab shows a count and has its own search. Under Start Form, filter by **Favorites**, **Project** or **Global**, and tap the star to favourite a form.

![](https://cdn-assets.productfruits.com/480c3152-9ca4-4f9f-964e-9333a8d962cd)

![](https://cdn-assets.productfruits.com/4315dc79-e58d-4de2-b151-19d701ced868)

## **FAQ**

**Where do I design or edit my forms now?** In **Automate workflows** at the top right of the Forms page. Templates was renamed Workflows. Nothing about how you build forms has changed.

**Did any features get removed?** No. Everything from the previous Forms page is still available. Some items moved, and Drafts, Submitted and the landing page are new.

**Why don't I see every card or section?** What appears depends on your roles and permissions. For example, the full Log shows only if you have access to it.

**Where did the Manual tab go?** Click **Start form** at the top right, or use the Start a new form section on the landing page.

**Are drafts of assigned forms still in Assigned?** Yes. They also appear in Drafts under the **From assignment** filter.

**What about the mobile app?** It was updated too, in version 5.02. See the Mobile app section above. You can choose whether Forms opens on the new landing page or the redesigned All Forms page.