Using the Forms screen

The Forms screen shows all the forms associated with your active project. To access it, tap Forms at the bottom of the screen.

All forms display a status badge:

  • DRAFT. You have started collecting data and saved the form as a draft. For more information on drafts forms, see cloud projects - draft forms or local projects - draft forms.

  • COLLECTED. You have finished collecting data and saved the form.

  • EXPORTED. You have exported the form. For local projects only; see Exporting data from a local project.

  • TO UPDATE. This status is on tasks that have been assigned from Trimble Connect that require updating.

  • UPDATED. You have updated a form that was assigned as a task, and saved it.

Filtering data

You can filter what forms / data layers are visible.

  1. Tap then select / deselect the options as required. You can filter forms by status ( Not Updated, Updated, Collected, Draft), and choose which data layers (forms) are visible.

    • To quickly select all statuses or layers, tap Select all.

    • To quickly deselect all statuses or layers, tap Deselect all.

  2. Tap Displaying x result)s) at the bottom of the screen to apply the filter.

When your forms / data layers are filtered, a notice shows at the top of the screen — Showing x of x forms.

Sorting the Forms list

You can sort the order that your forms are listed in by layer, label, distance, or status. Tap at the top of the screen, then select the required sort order.

Tap to return to the Forms list.

Searching for a form

To search for a form, tap at the top of the screen, and enter your search terms in the field that appears.

Collecting a new form

To start collecting a new form, tap + New Form then select the required Form template. See Collecting new data

Editing or navigating to an existing form

To select an existing form to edit, tap the form then do either of the following: