How are accreditations prioritised when using Prefill from?
When multiple accreditations of the same type are linked to a technician, the form will prioritise accreditations without an expiry date first, treating them as indefinitely active. If no accreditation without an expiry exists, the form will select the accreditation with the expiry date furthest in the future.
Why isn’t an accreditation populating on the form?
There are a couple of reasons why an accreditation may not prefill:
The user submitting the form does not have an active accreditation of the required type set up against them.
The accreditation type is property-specific, but the accreditation on the user does not have a property selected.
Why isn’t conditional logic working?
There are a couple of reasons why conditional logic might not work when a field user is submitting the form:
The Conditions might not be correctly set up, specifically if the field is visible by default, set the condition to Hide; if hidden by default, set the condition to Show.
The Field Syncing Enabled might be turned off on the mobile view for settings, so any conditions configured for the desktop are not automatically applied to the app.
Can I edit a form after it's completed?
A form can only be edited while it is saved as a draft. Once it is completed, it can't be edited, nor regenerated.
To correct a completed Forms V2 form, archive it and create a new one.
Can I delete a form from a task?
No. A draft or completed Forms V2 form can't be deleted from a task. If a form was created by mistake, archive it:
1. On the task, go to the Forms section in the Process panel.
2. Find the form and click the Archive icon.
To bring an archived form back, click the restore icon on the archived form.
How do I stop technicians having to complete a form on a task?
If the form is added to the task through an action, remove the action (or the action group) in the Actions section on the Work tab. For the steps, see Add and remove actions on a task.
Do the details I enter on a form update remarks, assets or the property?
No. A Forms V2 form is a document, not a report. When it's submitted, it's saved as a PDF against the task. The details entered on it, such as assets, remarks, property details and notes, stay on the form. They don't create or update any remark, asset or property record in Uptick.
Forms can pull details in from the task, property, client and branch (see Setting up Prefill field from), but nothing flows back out.
To record a remark against an asset, add it on the asset in the app. See Mobile App: Create, verify or resolve a remark for an asset.