Hi All,
Can someone help me understand how I can get the field techs to be able to view a form after it is completed, sometimes they need to update it, or just want to review. but once the form is complete, it can't be opened again. Is this something I am doing?
thanks
@Nicole Ervin With the Winter ‘26 release, you’ll be able to launch a Data Capture Flow directly from a Quick Action on a Service Appointment or Work Order (or WOLI). This means the “Take Pictures” feature can be permanently available in the actions pull-up bar, rather than being tied to a Work Step.
On that note, you can currently reopen the Data Capture Flow from a Work Step, even if it’s already checked off — though our field crew often gets confused, thinking they can’t because it’s marked as “completed.”
The only place where reopening or reviewing a completed form isn’t possible is under the Forms tab — which is quite inconvenient, as we’d like the ability to review or even edit a form after it’s been submitted.
