New features
- Recurring form schedules. You can now put any published form template on a fixed cadence — for example, “weekly facility walkthrough every 7 days” — scoped to a specific location and pool. Manage them from the new Form Schedules page (available from Custom Forms > Schedules). Due dates are computed from the cadence and the most recently submitted linked form, so there’s no separate task queue to keep in sync.
- “Due” list for overdue forms. A new Forms Due page surfaces every schedule that’s past its next due date, with the template, location, pool, and how overdue it is. Use it as a daily worklist to see what still needs to be filled out.
- One-click “Start form” from a schedule. From either the schedules list or the due list, Start form deep-links into the new-submission flow with the template, location, pool, and originating schedule already pre-filled — no re-picking from dropdowns. Once you submit, the schedule automatically drops off the due list.
Updates
- New “manage” permission for form schedules. Creating and deactivating schedules is gated behind the existing
form_submissions:managekey, so managers can set up recurring forms without granting broader template-authoring rights. Day-to-day submitters continue to useform_submissions:createandform_submissions:view. Assign roles in Users and Roles. - Forms status page refreshed. Forms and Exports Status now lists recurring forms as live and updates the “still planned” list accordingly.