Why this feature exists
Form submissions don’t always come in perfectly. Workers may submit incomplete or incorrect information, and teams often end up fixing these manually in tools like Word before sharing them.
This feature removes that extra step by allowing admins to edit submissions directly inside Workyard on the desktop web app - keeping everything accurate, consistent, and in one place.
Step 1: Open a Form Submission
In the Workyard desktop web app, navigate to Smart Forms from the Workyard dashboard
Go to the Submissions list
Select the form submission you want to edit, by clicking on the Edit submission icon.
Please note that managers and workers cannot edit submissions.
Step 2: Edit the Submission
Admins can edit most question types, including:
Text fields
Dropdowns, checkboxes
Workyard Fields (projects, cost codes, etc.)
Note: The following fields cannot be edited:
Signatures
File uploads
Admins can also toggle between View and Edit modes.
View mode is view-only. Once in Edit mode, admin can update the form fields as needed.
Example of the form submission in the Viewing mode
Example of the form submission in the Editing mode
Step 3: Save Changes
After making updates, click Save Changes
You’ll be automatically returned to the Submissions list view
What Happens After Saving?
The submission is updated with the latest changes
A “Last updated by” name and timestamp will appear in the submissions list
This is visible to admins and managers
Clicking into the submission will always show the most recent version of the form submission.
Who Sees the Updated Submission?
Admins, managers, and workers all see the same updated version
This ensures everyone is working from a single source of truth
View Edit History
Admins can also access an edit history timeline, signified by the time history icon next to the Last Updated At timestamp, which shows who made the changes and when.
This is useful for internal reviews.
When to Use This Feature
Use submission editing when:
A worker submits incorrect or incomplete information
You need to standardize formatting before sharing externally
Payroll or project details need correction
This feature is simple, but it removes a lot of friction. Instead of fixing submissions outside the system, keep everything accurate and traceable right where the data lives.