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Forms: Settings Management (a Weekly Open Office Hours Session)
Forms: Settings Management (a Weekly Open Office Hours Session)

This session covered optimizing form settings for streamlined reporting and compliance.

Trevor Shaffer avatar
Written by Trevor Shaffer
Updated over a week ago

Session Contents

In this week’s office hours session, we explored how to enhance digital data collection using Redlist’s Forms Tool. You learned how to convert paper checklists into digital templates, create customized PDF outputs for internal and external use, and configure automated workflows for data collection and task creation. We discussed settings like conditional visibility for form questions, offline submission controls, and grouping tasks into work orders. Additionally, we highlighted how to customize form headers, footers, and photo placements to streamline reporting and ensure compliance with regulatory or organizational standards. These features empower your team to simplify processes, improve data accessibility, and ensure efficient communication across departments.

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