How To Complete A Form On Mashoom
How to complete a form, using data input screen and previewing your work
Contents
To get to this point, you will have needed to start a form, or pick up one that's been handed off to you.
You will be presented with a screen like this, with the form's inputs. Depending on how the form is set up you may only see the first section, as you complete each section the next will be shown.
You will be aware it looks quite different from your anticipated completed document and, knowing this, Mashoom has a "preview" function which lets you check how your inputs are progressing, in your expected format.
To view the preview at any time, click "Preview Form" on the left of your screen and you see your form in it's original format. Always press the blue box "Refresh preview" at the top left hand corner of your preview. By doing this you will make sure all your inputs are up to date.
Having seen your expected result in progress, return to completing the form and work your way down the screen being aware of different input types within the different data fields ie numeric, text, calculations, option lists and Yes/No.
In some cases using an offline template is useful:
- No internet connection
- Very large forms
- Where a template has been distributed with information pre-filled, as part of your business process
See this documentation on how to use the offline template.
You can pause/leave your form incomplete at any time and then return to it at a later date, Mashoom saves the form's data in the cloud every time you click the "Save" button, and you can return to it at any point.
## Completing the Form
When you have filled in all the data fields of the screen, you will see "Save" at the bottom on the left and "Finish Form" - press "Save" first and then "Finish Form"
How the form is setup will dictate which options, if any, you'll be presented with when you finish the form. The following shows you the two options, if these have been setup:
On the left is the option to "Pass this form...." to another person for checking/completion via email or, on the right, you can decide to continue and "Finish Form". Your company process should dictate what action to take here.
You can view your completed form by going to the "Main menu" page, selecting the section titled "Forms" and the sub-header "View Forms". You will now see your form at the top of the list on the left of your screen, with a green tick. If it's not visible here, you may have to search for it using conditions.
