---
title: "Submitting Forms from Board Cards in Ontraccr"
url: "https://help.ontraccr.com/en/article/submitting-forms-from-board-cards-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:37:30.498Z"
---

# Submitting Forms from Board Cards in Ontraccr

## **📝 Submitting Forms from Board Cards in Ontraccr**  
 

### **Overview**

Ontraccr allows you to **submit forms directly from any board card**. This means field teams or office staff can fill out forms like safety inspections, checklists, or service reports **in the context of the card they’re working on**. You can also use **saved form mappings** to pre-fill forms with card data for faster, more accurate submissions.

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## **🎯 Why Use This Feature?**

Use this when:

-   You want users to **submit forms directly from within a workflow**
-   You want to **connect card data to form fields automatically, saving time filling out information**
-   You want all submitted forms to be **logged on the card** for easy tracking
-   You want to ensure users complete the right documentation at the right time

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## **🧩 How to Submit a Form From a Card**

1.  Open a board card
2.  Click the **Form icon** (pencil in a square) near the top
3.  Choose a form to fill out:
    -   **Manual Selection** (choose from any form available to you)
    -   **Saved Form Mapping** (recommended if available)
4.  The form will open with either:
    -   Blank fields (manual submission)
    -   Pre-filled values (if using a saved mapping)
5.  Complete the form and click **Submit**

✅ The completed form will be automatically logged in the card’s **Forms Tab**

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## **🔐 Permissions Required**

Users must have:

-   Access to the **form itself** (via Form module permissions)
-   Access to the **Form icon** on the board (controlled by board permissions)

If a user can’t see the Form icon on a card, it means they lack one or both of these permissions.

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## **✅ Example Use Case**

-   A technician opens a card titled “Service Request – Boiler Room”
-   They click the Form icon and select **“Service Completion Report”**
-   The form is pre-filled with the project name and technician info
-   After submission, the form is recorded in the card’s Forms Tab and tied to that job permanently

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## **🧠 Tips & Edge Cases**

-   Submitted forms from the card are **only visible in the Forms Tab of that card**
-   Users can still access forms from the **main Forms module** if needed
-   You can attach forms to **tasks** as well — not just submit them manually
-   Saved form mappings make the process faster and reduce data entry errors