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Auto Fill Form Results from Previous Visit

Auto Fill Form Results from Mobile

 

In 3.5, we introduce the Form Auto Fill option to make it easier and faster for reps to complete forms in stores they have already visited. In the Store Details page, tap on the form you want to complete. Tap the ellipsis menu with the 3 dots at the top right and tap Auto Fill Responses. As long as you have completed this form on a previous visit, this will auto fill the form with the most recent responses. Note that photos are not auto filled as new photos should always be taken on each visit.

Activate Auto Fill

 System Administrators can activate or deactivate the Auto Fill capability on a per form bases in the Form Settings from the Admin Panel. From the Forms page, click on Form Details. Under the Details section you will see an option to Enable Auto Fill.

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Search Terms: Copy paste results of previous visit, automatically add old report answers,

 

 

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