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Records can be accessed from multiple locations throughout Forerunner, making it easy to find the information you need whether you’re searching by property, browsing by category, or viewing records on the map.

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Primary access methods

Records tables - Browse and search records organized by category with powerful filtering and sorting Property panel - View all records attached to a specific property with files and tasks Map interface - Click properties on the map to see records with geographic context Mobile app - Access records in the field with offline support Direct links - Share URLs to specific records with team members

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Accessing via records tables

Records tables are the primary interface for browsing, searching, and managing records across your account:
1

Open the Records menu

Click Records in the main navigation.
2

Select a category

Choose the category you want to view:
  • Inspections
  • Permits
  • SI/SD
  • Grants
  • Mailings
  • Code Cases
  • And others based on your configuration
Each category shows its own table of records.
3

View the records table

The table displays all records in that category with columns for:
  • Record type name
  • Property or object information
  • Creation date
  • Last updated date
  • Status (if applicable)
  • Creator
  • Quick actions

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Table controls

Every records table includes powerful controls in the header: Saved views dropdown - Switch between different filtered views of your data Filter button - Add and manage filters (shows badge when filters are active) Columns button - Show or hide columns to customize your view Row count - See total number of records in current view Add button - Create a new record of available types in this category Dashboard button - Show charts for the records in the current view Export data - Download filtered records in various formats
Create saved views for common searches like “Inspections this month” or “Permits needing review” to quickly access frequently-used filters.

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Filtering records

Use filters to find specific records:
1

Click Filter button

In the table header, click the Filter button (funnel icon).
2

Add filter criteria

Select filter options:
  • Record type - Filter to specific types within the category
  • Date range - Created date, updated date, or custom date fields
  • Status - If records have status fields
  • Property attributes - Flood zone, address, parcel ID, etc.
  • Creator - Who created the record
  • Custom fields - Any field from the record form
3

Add the filter

Click Add filter. The table and row count update right away to show matching records only.
4

Save the view (optional)

To reuse these filters:
  • Click Save view (or Update existing view / Save as new view if you’re already on a saved view)
  • Give it a descriptive name
  • View appears in saved views dropdown for future use
Learn more about table views in Tables documentation.

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Sorting records

Click any column header to open its menu, then pick Ascending or Descending. The same menu has Move left, Move right, and Hide column. Common sorting:
  • Created date - See newest or oldest records
  • Property address - Alphabetical by location
  • Status - Group by status values
  • Record type - Group by type within category

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Customizing columns

Adjust which columns appear and their order:
1

Click Columns button

In the table header, click the Columns button (column icon).
2

Select columns

Check or uncheck columns to show or hide them:
  • System columns (address, date, creator)
  • Record-specific fields from the form
  • Calculated values
3

Reorder columns

Click a column header and select Move left or Move right.
4

Save preferences

Column changes are saved in your browser, so they don’t follow you to another device. Save a view to keep a set of columns.
Column changes only affect your own browser, so you can customize your view without affecting other team members.

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Opening a record

From the records table: Click the row - Opens the record’s form, or its summary page if the record type has one Actions menu - Click the three-dot menu for options:
  • View - Open the record in a new tab
  • Duplicate - Create a copy of the record, with the option to Copy files and Copy associated records
  • Download PDF - Save the record as a PDF
  • AI Actions - Run an AI action on the record
  • Generate a file - Create a file from a template
  • Add task - Create a task for the record
  • Show on public website / Hide on public website - Change public visibility
  • Delete - Remove record (if permitted)

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Accessing via the property panel

View all records attached to a specific property:

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From the property panel

1

Navigate to the property

Find the property using:
  • Global search by address
  • Properties table
  • Map (click property marker)
2

Open property details

The property opens in a side panel with Overview, Related, Activity, Tasks, Records, Workflows, and Files tabs.
3

View the Records tab

The Records tab shows:
  • All records attached to this property
  • Organized by category or type
  • Count of records by type
  • Quick actions to view or edit
4

Open a record

Click on any record in the list to view details.

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Benefits of property-based access

See complete context:
  • All records for one location
  • Chronological history
  • Related files and tasks
  • Geographic location
Easy navigation:
  • Jump between records, files, and tasks
  • See how work relates to the property
  • Track activities over time
Quick creation:
  • Add new records to current property
  • Property automatically linked
  • Fields auto-populated from property data

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Accessing via map interface

View records with geographic context:

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Map-based workflow

1

Open the map

Navigate to Map in the main navigation, or use map widgets on dashboards and property pages.
2

Find properties with records

Properties on the map may show indicators:
  • Color coding based on recent assessments (PDAs)
  • Icons indicating record types
  • Badges showing record counts
3

Click a property

Click on a property marker to open the property information panel.
4

View records in panel

The panel displays:
  • Property summary
  • Recent records
  • Quick links to full record details
  • Option to create new records
5

Open full record

Click any record in the panel’s Records tab to view complete details.
Use map filters to display only properties with specific record types or attributes, like “Properties with PDAs showing major damage” or “Permits pending approval.”
Learn more about map features in Maps documentation.

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Accessing via mobile app

View and manage records in the field:

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Mobile access workflow

1

Open mobile app

Launch the Forerunner mobile app and sign in.
2

Navigate to property

Find the property using:
  • Map view (navigate to location)
  • Search by address
  • Task list (assigned work)
3

View property records

Tap on property to open panel showing:
  • Property information
  • Records organized by category
  • Recent activity
4

Open a record

Tap any record to view details:
  • All form fields
  • Uploaded photos and documents
  • Creation and edit history
  • Options to edit or create related records

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Mobile offline access

Records are accessible offline after initial sync: Online preparation:
  • Open mobile app while connected
  • Download your work area in Settings > Offline maps
Offline capabilities:
  • View all cached records
  • Open record details
  • Create new records (sync later)
  • Edit existing records (sync later)
  • View attached photos
Return online:
  • App automatically syncs changes
  • New and edited records upload
  • Latest data downloads
Learn more about mobile capabilities in Mobile App documentation. Share specific records with team members using direct links:

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Record URLs

Every record has a unique URL:
  • Record: /submissions/[recordId] (opens the form or summary page)
  • Form: /submissions/[recordId]/edit
  • Summary mode: /submissions/[recordId]/summary (for SDEs and some modules)
To share a record:
1

Open the record

Navigate to the record you want to share using any access method.
2

Copy the URL

Copy the URL from your browser’s address bar.
3

Share the link

Send the URL via:
  • Email
  • Team chat
  • Project management tools
  • Documentation
4

Recipient accesses record

When they click the link:
  • Must be signed in to Forerunner
  • Must have permission to view the record
  • Opens directly to that specific record
Direct links only work for team members with Forerunner accounts and appropriate permissions. Public website visitors use different URLs.

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Record view modes

Records can be displayed in different modes depending on the record type and your intent:

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Form

Purpose: Review and modify record data Features:
  • Editable form fields
  • Add or remove files
  • Comments tab for discussing the record with your team
  • Actions menu (duplicate, download PDF, delete, and more)
Access: Opening a record takes you straight to its form. Make changes and click Save.

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Summary mode

Purpose: Display calculated or formatted results (SDEs, special modules) Features:
  • Formatted display of key information
  • Calculated values highlighted
  • Action buttons for related operations (like “Create SD record”)
  • Link to edit source data
  • Professional formatting for printing
Access: Automatic for certain record types, or click View summary
Summary pages are especially useful for SDEs (Substantial Damage Estimates) as they present complex calculations in an easy-to-understand format.

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Record history and audit trail

Track changes to records over time:

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What’s tracked

For every record:
  • Created - Who created it and when
  • Last updated - Most recent change and who made it
  • Edit history - All changes with timestamps
  • Version - Which form version was used (if record type has been updated)

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Viewing history

1

Open the record

Navigate to the record.
2

View metadata

Look for information at the top or bottom of the record:
  • Created by [Name] on [Date]
  • Last updated by [Name] on [Date]
3

See changes

To see changes to a record, open the property and check its Activity tab.

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Searching for records

Find specific records across all categories: Global search finds properties, parcels, and objects, not records. To find a record, search for its property and open the Records tab, or use table filters. Within a records table:
  1. Use the filter controls to narrow by category
  2. Add filters for specific fields
  3. Sort by relevance
  4. Combine multiple filter criteria

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Advanced search tips

Find records by date:
  • Filter to date range
  • Sort by created or updated date
  • Save views for “Last 30 days” or “This year”
Find records by property:
  • Search for property first
  • View all records in the property’s Records tab
  • Or filter records table by property address/parcel
Find records by status:
  • Filter to specific status values
  • Create saved views for “Pending review” or “Approved”
  • Sort by status to group similar records
Find flagged items:
  • Filter to records needing review
  • Show only incomplete records
  • Highlight priority items

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Bulk operations

Perform actions on multiple records at once:

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Available bulk actions

Show to public / Hide from public - Change public visibility for the selected records (if your public website is on) Regenerate AI fields - Rerun AI fields on the selected records Generate file - Create files from a template (only when the table is filtered to one record type) Delete - Remove multiple records (if permitted) To download records, use Export instead (see Exporting Records).

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How to use bulk operations

1

Filter to desired records

Use filters to show only the records you want to act on.
2

Select records

Check boxes next to records:
  • Individual selections
  • Select all on current page
  • Select all matching filter (if available)
3

Choose action

Click the bulk action button or dropdown and select the operation.
4

Confirm

Review the action and confirm. Bulk operations may take a moment for large selections.
Bulk delete operations cannot be undone. Always double-check your filter and selections before confirming bulk deletions.