When mobile Forms is opened, the screen will open to the In Progress forms section. The In Progress section of Forms displays all forms with a status of ‘in progress’. Forms are listed in order of creation date with the most recent creation date on top. Users will see any forms they have created as well as forms created by other users based on the security access set on each form template.
Beginning Oct 2025, the R365 mobile app is getting a refreshed design across all screens. Navigation paths in this article may differ from the updated layout, but functionality remains the same. Articles will be updated as soon as possible. Learn more about the new navigation experience.
Form templates can be created in web by users with the required permissions. Learn more about creating form templates.
Task Management is an add-on to Operations. Contact your Sales Representative to learn how the Task Management add-on can enhance your experience.
Forms in Progress
Button/Field | Description | |
|---|---|---|
1 | Navigation Menu | Opens the mobile navigation menu. |
2 | Notifications | Opens the notification queue. |
3 | In Progress Tab | Opens the forms In Progress tab where users can see their created forms as well as forms created by other users based on the security access set on each form template. |
4 | Submitted Tab | Opens the Submitted tab where users can see their submitted forms as well as forms created by other users based on the security access set on each form template. |
5 | Search | Searches the list of forms for a specific form name. |
6 | Filter | Opens filter options where users can filter forms by any of the following:
|
7 | Form row | Each entry represents an individual form that has been created. Click to open the associated form. Forms are displayed in order by creation date with the most recent creation date on top. |
8 | Fill Out Form button | Opens the form screen where users can select a form template to fill out. |