Form Popups

A focused window that opens a full dynamic form on top of whatever you are doing.

Sometimes a Server UI form opens in a popup window rather than taking over the whole screen. This happens when a form is launched from a notification, a shared link, or a button inside another screen. The popup builds the same dynamic form you would see anywhere else, in a contained card you can close when you are finished.

Overview

The popup is a lightweight container that hosts a complete dynamic form. Its parts are listed below.

Part	What it does
Header	Shows the form's title, passed in by whatever opened the popup.
Form area	Hosts the full dynamic form, with every section and row it normally has.
Close button	Dismisses the popup and returns you to the previous screen.

Because the form inside is the standard Server UI screen, it keeps its own controls. Save, share, lock, collapse, dropdowns, time pickers, and signature pads all work exactly as they do full screen, and they open on top of the popup.

What the popup carries	Why it matters
The form to show	So the right layout and saved answers are loaded.
The module it belongs to	So the form saves back to the right place, such as logs.
The title to display	So the header names the form rather than the module.
The notification that opened it	So the app can tie your response back to that alert.
Your current agency	So you get your agency's version of the layout.

Getting Here

You do not open a form popup from a menu; something hands it to you.

Route in	What happens
Tapping a notification that links to a form	The popup opens over your notifications list.
Opening a shared form link	The popup opens over whatever screen you were on.
A control inside another screen	The popup opens over that screen, keeping it in place behind.

1. Tap the notification, link, or control.
2. The popup appears as a card layered over the current screen, dimming what is behind it.
3. The form inside builds itself and loads any answers already saved.
4. Read the title in the header to confirm you have the right form.

Working in a Form Popup

1. Read the header to confirm the form, then scroll the form area through its sections.
2. Fill out or review the rows just as you would on a full-screen form: tap to type, tick, pick, or draw.
3. Use the form's own controls. A dropdown, time picker, or signature pad opens on top of the popup and returns you to it when you confirm.
4. When you are finished, save inside the form if it offers a save control, then close the popup.

tip

Because the popup hosts the same dynamic form as the full-screen version, everything on the other Server UI pages applies here too, including collapsing sections and locking the form when it is done.

Closing the Popup

1. Tap the Close button on the popup.
2. The popup dismisses and you return to the screen you came from, still where you left it.
3. The app clears the temporary link that was holding the popup open, so the next notification or link starts fresh.

caution

Closing the popup does not save the form. If you have typed or drawn anything you want to keep, use the form's save control first.

note

If you reached the form from a notification, reopening that notification brings the same form back, with whatever you had already saved.

Empty and Loading States

State	What you see	What it means
Loading	An empty card with a brief spinner	The layout and saved answers are being fetched.
No title	A blank header with the form still working	Whatever opened the popup did not pass a title.
Read-only content	Rows you can read but not change	The form is a reference screen or is locked with a PIN.
Nothing loads	An empty card that stays empty	The form could not be fetched; close, check your connection, and reopen.

How This Connects

• Where the form comes from. The popup asks the server for the same layout the full-screen form uses, for your current agency, then draws it inside the card. Nothing about the form is special to the popup. See How It All Works.
• Where your answers go. Saving inside the popup writes to the same record as saving from the full-screen form, in the module the popup was told to use. See Data and Sync.
• What opens it. Most often an alert in Notifications, or a form someone shared with you; see Share Data and Share a Form. Forms tied to a call are also reachable from the Incidents List.
• Offline and reconnect. The popup needs the form layout, so a form you have never opened may not build while you are out of coverage. Once it is open, filling it in works offline; saving waits for a connection. See Offline Mode.

Troubleshooting

If this happens	What to do
The popup is blank	Close it, confirm you have a connection, and reopen the notification or link.
The header shows no title	Harmless; the form itself is still correct. Check the section names to confirm the form.
The form will not save	Saving needs a connection. Wait until you are back in coverage and save again before closing.
Closing the popup lost your work	Closing does not save. Reopen the form and fill it in again, saving before you close.
The popup will not close	Tap Close rather than the dimmed area behind the card.
Reopening the notification shows an empty form	Only saved answers come back. Anything unsaved was never sent.

Related Pages

• Server UI Overview
• Dropdown Lists
• Share a Form
• Edit & Collapse Sections

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