Send a record to somebody else

Some forms have a Send to field for handing a record on — you have done your part and somebody else finishes it. Timecards uses one so a crew member can pass a timecard to whoever approves it.

How it works

1. Fill in your part of the record.
2. In the Send to field, choose the person.
3. Tap Save draft or Submit.

Choosing a person records the intent; it does not send anything on its own. Save draft or Submit is the handover — save it as a draft if they need to add to it, submit it if they only need to review.

Once the record has uploaded, your phone lets go of it: it leaves your list, because it is now theirs. It appears under Records assigned to you on their device.

Who can be chosen

Only people who can collect on that form are offered. If somebody is missing from the list, they need a Collect grant on the form — see View and Collect.

Adding a Send to field

In the builder, add a Send to field from the Advanced group. It needs no configuration; the list of people comes from the form’s grants.