We will see how assignments can make it possible to distribute submissions with several stakeholders in the field.
We will imagine here a scenario where an employee will report an anomaly observed in the field. This will automatically alert a colleague to correct the problem.
Beforehand: A form with assignment requires having a workflow.
We therefore activate a workflow on the form if it does not already exist (see the article on Workflows) .
Let's start by setting up the anomaly declaration form. The latter will remain fairly simple with three fields:
- Image (picture)
We will then allow submissions created from this form to be assigned. For that, we are going to add a "User" field (do not activate the "multiple" option).
We will set up the assignment by selecting the "User" field in the Workflow section. So first go to the Workflow page, select one model, and then select the user field you added in the form (check system name). Don't forget to Save and Activate your form to implement the assignment.
Now we are going to set up a shortcut on the mobile application so that users can quickly access the submissions assigned to them. For this, we go to the "Custom apps" page (access from main menu on the left, category Customization).
On the home page or in the menu of the app , we will add or modify a button to give it the following values:
- Action: My Submissions
- Option chosen: Declaration of anomaly (name of the form)
- Display type: List view
- Filters: Submissions assigned to the user
- Menu and icon: to be chosen as you prefer for the presentation of the button
As long as the submissions are assigned to the user, he will receive all updates in real time on his phone.
- A single user cannot be subscribed to more than 1000 records
- A form using assignments cannot use delivery or tasks
- It is not possible to assign a submission to several users
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