Learn all the features available in the In Progress page and the Save-As-Open-Ticket workflow
The Save-As-Open-Ticket workflow allows supervisors and administrators to review, edit, assign, and track the status of a submission. It does this by creating a ticket in the In Progress page in your app. From the In Progress page you can:
How can I enable the Save-As-Open-Ticket workflow for my form?
To enable this feature for your form go to Form Settings in Form Builder and tap the "Create open ticket on form submission" checkbox.
The In Progress page has a number of handy filters to streamline the table and make sure you only see the tickets you need.
Filter the data by:
Submission date using the quick filter or date pickers
Form Category using the form category dropdown
Assigned to me or Unassigned
Supervisors and administrators are able to edit submissions in the In Progress page by tapping Edit, making their changes, and resubmitting the form.
The most recent user to update the submission and the date and time this was done is recorded in the Form Updated By and Last Form Update columns in the In Progress table.
Reviewing the Full Submissions
All users can see the full submission by tapping Show Details.
Update Ticket Status
Supervisors and administrators can update the ticket status to keep everyone in the loop on what is being worked on and what work is done.
Closed and rejected tickets are cleared from the Open table and sent to the Closed table on the In Progress page.
Supervisors and administrators can assign tickets to users in the app by adding their name to the Assign ticket to... field.
As soon as the Update Status button is tapped, the assignee will receive an email notifying them that there is a ticket assigned to them. They will also be notified of any changes make to a ticket while it is assigned to them.
Supervisors and administrators can add comments to tickets. These comments will be included in the notification emails to the assignee. The most recent comment will show in the In Progress table.
Want to learn more?
Watch this quick overview of the In Progress page and the Save-As-Open-Ticket feature.