The Actions tab gives you access to every published form your team has set up — data entry forms, inspection checklists, intake forms, and more. Tap any form card to open and fill it out.
Navigating to Actions
Tap the + icon in the centre of the bottom navigation bar. This opens the Actions screen, which lists all forms available to you.
Browsing Forms
Forms are displayed as cards, each showing:
- Form name
- Last used timestamp
- A visual snapshot of the form's layout
Use the search bar at the top to filter forms by name.
Filling Out a Form
- Tap the form card you want to open.
- Fill in the fields — text, numbers, dates, file uploads, signatures, and select dropdowns all work natively on mobile.
- Navigate between screens using Next / Previous buttons if the form has multiple pages.
- Tap Submit when complete.
Some forms may require a signature or photo — tap the relevant field and follow the on-screen prompt.
Offline Form Submission
Forms can be filled and submitted without an internet connection. When offline:
- A WifiOff indicator appears at the top of the Actions screen.
- Your completed form is saved locally as a draft submission.
- When connectivity returns, MergePoint automatically uploads the submission and processes it.
You can review pending and failed submissions from the Account tab under the Sync section.
Form Availability
Only forms that have been published by a workflow builder are shown here. If you expect to see a form but it's missing, ask your admin to verify the workflow has been published.