Responses in the item card

See what each person sent, right on the item, and fill in your team's forms there.

1 min read

Add MasterForms to an item card once: open any item, choose + Add view, then Apps → MasterForms. It has two tabs, for members of the account (not guests or viewers).

Response

When one of the board's forms made the item, Response opens first and shows what the person sent:

Sent through and the form's name.
Open the PDF, when the item has a filled PDF, and Copy their edit link, when editing is on, so you can send the person their own link again.
When it was sent, how many times it was edited and when last, which link it came from (its ref or utm tags), and how long it took.
The approval, when the form has approval steps. See Approvals.
Every answer, with the form's labels in the form's order: files as links, the signature as an image, and line items as a table.

The Response tab: sent through Service request, edited once, from a partner link, with every answer, the signature and the line items.

The answers are read from the item as it is now, so a change made on the board shows here too.
When no form made the item, for example it was added on the board, the tab says No form made this item, with a button to fill in a team form when there is one.

Team forms

Team forms lists the forms your team fills in on this item: forms set to Your team, in the item card, and forms anyone can fill in that have Open this form inside the item card on. The form opens filled in with the item, and Save changes saves to that item. On an item no form made, the view opens on this tab when there's a team form to fill in.

Still stuck? Email us a screenshot and your board link, or book a 15-minute call.