Screens

Main Screen

The FieldTask main screen has three tabs:

Forms

Shows blank surveys that are available to complete. Select a survey to fill it in. When you finish, a new instance is created and submitted to the server. The blank form remains available for reuse.

Tasks

Lists tasks assigned to the user, plus in-progress and completed instances.

For a description of task states, see Task States.

Submitted instances cannot be modified and will disappear after the next refresh.

An instance that is finalized (marked as complete but not submitted) cannot be edited, but you can review the data and add notes. This review can be disabled using the Mobile App Options tab on the user management page.

Incomplete instances can be opened for editing. To reject an instance or task, either swipe the row left or right, or use the menu at the right of the row. You must provide a reason. A rejected instance is deleted.

Map

Shows task locations on the map. A short press shows the task name and opens a menu where you can use Google Maps to plan a route. A long press opens the task for editing.