Editing a form in the Dashpivot Mobile App lets field users revise previously submitted or saved records directly on their device. This can be helpful for correcting data, adding missing information, or updating a record when conditions change. These edits are saved back into Dashpivot’s system for accuracy and traceability.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard (or higher)
Permission: Access to the relevant team folder and form in Dashpivot Mobile App
Skills Required: Dashpivot
Device Type: Mobile device
Subscription: Dashpivot Mobile App access
Step-by-Step Instructions
Open the Dashpivot Mobile App.
Navigate to the team folder where the form you want to edit is stored.
Open the Forms section in that folder.
Select the specific form you want to edit from the list of existing forms.
Once the form is open, make the necessary changes to the form fields.
Tap Save in the top-right corner to save your edits and update the form.
