What Is Forms in Project View?
Forms in Project View adds a new Forms tab inside each Project.
Here, you can access a full list of form submissions pertaining to the project, grouped by Form.
For a form submission to appear automatically in a project's Forms tab:
the form that was created must contain a Workyard Field question type, where the field type is Project, and
the form submitter selects the correct project when completing the form.
Below is an example of a form submission to the "Construction Daily Report" form name that can be accessed in the Project "Las Vegas", which is shown in the above image.
Key Benefits
Centralizes all form submissions for a project
Reduces admin time spent searching for forms pertaining to a project
How to Access Forms in Project View on Desktop
Open the Projects tab.
Select the project you want to review.
Click the Forms button.
View the list of all form submissions for that project.
Click any form to open the full submission.
How to Access Forms in Project View on Mobile App
Open the Projects tab.
Select the project you want to review.
Click the Forms tab.
View the list of all form submissions for that project.
Click any form to open the full submission.
Filters and Search functions
You can filter forms by:
Published forms
Archived forms
You can filter submissions by:
Date
Submitter (Created By)
Unexpected answer (Yes or No)
Cost Code
Customer
Project Manager
You can also search by keyword to quickly find a form.
Tips for Best Use
Use filters to quickly search for relevant form submissions before your audits.
Quickly scan your crew's daily form submissions to monitor progress and delays.
FAQ
Do I need to tag form submissions to a project manually?
Not manually, but the form must include a Workyard Project field.
Form submissions will appear automatically in a project's Forms tab only if the form contains a Workyard Field question type, where the field type is Project, and the submitter selects the correct project when completing the form.
If no Project field type is included in the form, those form submissions will not appear in any Project view.
Can I export form submissions from the Project view?
Yes - exporting works exactly the same as the main Smart Forms experience.
Can I complete form submissions through the Forms tab in the Project view?
Yes - you can now fill in form submissions via the Forms tab in the Project view, in addition to the current ways you can complete a form submission - via the daily clock experience, via the Forms tab on the mobile app, or via the desktop web app if applicable.