Sub Form Logs: Projects, Customers, Vendors, Equipment, Board Cards
📘 Sub Form Logs: Projects, Customers, Vendors, Equipment, Board Cards Overview
While the Master Form Log gives a global view of all submitted forms, Ontraccr also offers sub form logs within specific areas of the platform. These are pre-filtered logs that show forms only related to the item you're viewing, such as a specific project, customer, vendor, equipment, or board card.
🧭 Where Sub Form Logs Appear
| Context | Tabs Containing Form Logs |
|---|---|
| Projects | Payables, Billing, Work Orders, Changes, Other Forms |
| Customers | Payables, Billing, Work Orders, Other Forms |
| Vendors | Payables, Billing, Subcontracts, Other Forms |
| Equipment | Forms tab |
| Board Cards | Forms tab (if form was submitted from that card) |
🔍 How Sub Logs Differ from the Master Log
| Feature | Master Log | Sub Log |
|---|---|---|
| Scope | All company forms | Only forms linked to the specific entity |
| Filtered by default | ❌ No (manual filtering needed) | ✅ Yes (automatically filtered) |
| Filter options | Full filter panel | Same filters available, scoped to the context |
| Access to form actions/details | ✅ Yes | ✅ Yes (same detail view, timeline, etc.) |
📂 What Each Sub Log Tab Contains
In Projects:
- Payables → Invoices and Purchase Orders only
- Billing → Receivable Invoices only
- Work Orders → Work order–type forms
- Changes → Change order–type forms
- Other Forms → All other form types tied to the project
In Customers/Vendors:
- Tabs show only forms tied to that customer or vendor
- Categorized into Payables, Billing, Work Orders, etc., just like in Projects
In Equipment:
- Forms tied to the specific equipment profile
- Only visible if a form was tagged with that equipment
In Board Cards:
- Only forms submitted from that card appear in this tab
- If a form wasn’t submitted through the card, it won’t show here
✅ Benefits of Sub Form Logs
- Immediate context — see only relevant forms for a specific project, client, or vendor
- No manual filtering required
- Centralized recordkeeping — lets companies skip manually attaching documents to profiles
🧠 Tip: As long as the form includes a “Choose one or more” dropdown for project, customer, vendor, or equipment, Ontraccr auto-saves the form under that profile’s log.