Completing a form: a final action
When you finish filling in a visit form, you complete it by clicking the "Finish" button. This action also completes the corresponding visit event. From that point on, the form can no longer be edited.
Why can't a completed form be edited?
This restriction is designed to preserve the consistency of the data collected. Once the form is completed, Sidely considers the information entered to be final and ready to be used in your reports or analyses.
Save a form as a draft to edit it later
If you want to make changes to a form before completing it, you can save it as a draft by clicking the cross at the top right of the screen.
Examples of changes you can make to a draft form:
Add a photo or a document.
Fill in fields left empty.
Correct errors before final completion.
A form saved as a draft remains accessible and editable until you click "Finish".
Best practices for managing your forms
Take the time to check all the data before completing a form.
Use draft mode if you need more time or information to finalize your entry.
Inform your team of the completion rules to avoid any confusion.
FAQ
1. What happens if I click "Finish" by mistake?
Once completed, a form can no longer be edited. We recommend carefully checking your information before clicking "Finish".
2. How do I save a form as a draft?
Click the cross at the top right of the screen to exit the form. It will automatically be saved as a draft and available for editing later.
3. Can I edit a form after it has been completed?
No, editing a completed form is not possible, in order to guarantee the reliability of the data collected.
4. Where can I find my draft forms?
Draft forms are accessible from the associated event's record or from your list of forms.
5. Can I complete a draft form later?
Yes, you can go back to a draft form, make the necessary changes, and then complete it by clicking "Finish".
6. Does syncing automatically complete the visit?
No, syncing in Sidely runs continuously to save what is entered, but it does not automatically complete a visit or a form.
7. Are drafts automatically completed after a certain amount of time?
No, forms saved as drafts remain in that state until you complete them manually.