How to Link to a Previously Completed Form
The "Link to Completed Forms" question type gives you the ability to link to a previously completed form when completing a new one.
This is a powerful feature for creating a clear audit trail and linking related reports.
A few examples of when you might use this include:
- Incident Investigation: Referring back to the completed "Incident Form" for the incident you are investigating.
- Toolbox Talk: Making a completed "Incident Report" or "Site Inspection" a talking point for the meeting.
- Safety Reports: Referring to a previously completed "Risk Assessment" while completing an "Incident Report".
How it Works: The Rules
When your team uses this question on the mobile app, it will show a list of forms they can link to. This list is filtered based on two important rules:
- The form must be in the same Form Category that you select in the settings.
- The form must have been completed within the last 30 days.
Note: To save storage and keep the list relevant, you can only select a form that was completed in the last 30 days.
How to Set Up the "Link to Completed Form" Question
You can add this feature to a new form or an existing one from the Admin Console.
- Log in to the Admin Console (Computer Login).
- Go to Forms.
- Edit an existing form (with the pencil icon) or create a new custom form.
- Click Add a Question.
Set the Answer Type to Link to Completed Form.
In the question's settings, you must select the Form Category that you want the user to pick from (e.g., "Incident Reporting," "Inspections," etc.).
- Click SAVE.
Troubleshooting
When you are on the mobile app, this question will show a list of all forms completed in the last 30 days that are in the category you selected.
If the form you are looking for is not in the list, you will need to check two things:
- The date it was completed: It must be within the last 30 days.
- The form's category: It must be in the same category you selected in the question's settings (e.g., Hazard Analysis, Inspection Reporting, etc.).
How to Link to a Previously Completed Form