Forms

Form Status - Complete and Draft

Last Updated: Feb 12, 2018 09:18PM PST
 

When a user completes a form, they are indicating that they have completed their part, and the form is ready for the next step in its workflow. This can either mean that the form has been fully filled out and its status will be changed from Draft to Completed, or that the form will be transferred to the next person responsible as defined in your form workflow.

When a user reopens a form, they do so to edit a form that has previously been completed; this will always change the form status from Completed to Draft. See here for more on form statuses and what they mean.
 

Completing a form

  • In the mobile app, there are two ways to complete a form:

    • In the Form Editor, tap the  button at the bottom, then tap Complete.

    • Navigate to the Form Actions screen by tapping the  Actions icon in either the Forms browser or the mobile Form Editor. Then tap the Complete button.

  • In the Web Form Editor: Click the   button at the top.

When a user taps or clicks the Complete button, one of the following things will happen:

Public Share form is assigned to owner: When an external GoFormz user completes a form in the Public Form Editor, the form remains in Draft status and gets assigned back to the form owner (or to another user if an auto-transfer event is set up to trigger from a Public Share submission).

 

Reopening a form / Editing a completed form

Reopening a form can often be useful, particularly if you've found a mistake in a form that you or someone else previously completed. However, note that depending on your user permissions, you may not be able to reopen/edit completed forms. If you do have sufficient permissions to do this, you can do it in one of the following ways.

In the mobile app, there are two ways to reopen a form:

  • In the Form Editor, tap the  button at the bottom, then tap Reopen.

  • Navigate to the Form Actions screen by tapping the  Actions icon in either the Forms browser or the mobile Form Editor. Then tap the Reopen button.

In the web interface you can reopen a form from the Web Form Editor by selecting Reopen from the Form dropdown at the top.

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