This version update is a phased release for August 17th-30th, 2023 (date was revised on Aug 21st).
Re-introducing Mobile Form Quick Actions
As part of our previous Forms V2 enhancement, we changed the way that users can attach notes, photos, etc. to a form question by adding an attachment icon to open the sheet.
After receiving your feedback on the new experience of attaching items to forms, we've decided to bring back the quick icons with minor improvements to them.
How to use the new quick actions:
- Once you've opened a form on the mobile app, click on any of the icons under the question to add an attachment
Notes: Add text to the question. You can use this item to elaborate on the question.
Images: After tapping this icon, another pop-up will appear to give you two more choices - to add from your device's camera or add from your device's gallery.
Action Items: Add an action item. You can set its priority, dates, and the employee to whom the action item is assigned.
Employees: Add an employee under the form's assigned site with an employee lookup field.
Assets: Add an asset that exists under the form's assigned site. - After adding an attachment item, a number next to the icons will appear to let you know the number of attachments you have.
By tapping on the number, the question will expand to display the attachments you have added to the question. Tapping the number again will collapse the question and hide the attachments from the page view. When hidden from the page view, the attachments will still be available and attached to the question upon submission.
Question type relations
Some quick action icons will not be available for some question types.
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“Date”, “Time, and “Date and time” question types will only have the following quick action icons: Action Items and Assets
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“Hazard Assessment”, “Number”, and “Employee Lookup”, “Note”, “Company Lookup”, “Companies” question types following quick action icons: Camera, Action Items, Employees and Assets
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The “Days passed” and “Employee signature“ question types will not have any quick action icons
Bug Fixes
- Fixed the issue where deep links to eCompliance gets directed to a black screen
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