LP2: Completing Form Tasks

Introduction

Forms are used to collect values and data that are used throughout the activity. They can be saved as fields so that they automatically populate future work items of the activity (found under the 'Fields' tab in the Activity Summary page), or they can be saved to the form as a reference for other assignees.

Note: forms can be edited later (by users with the correct permissions) and updated, which will update all affected fields in the activity.

Completing a Form

If you are required to complete a form, you will find the task in your task list. 

1. Navigate to your Tasks page via the My Tasks widget in the home page or the Tasks button in the navigation bar.

2. Click on the task name to open the task.

Note: Form tasks can be identified by a form icon on the left side of the task.

3. Complete any required fields within the form, then click the 'Complete' button in the top-right.

Note: Required/Mandatory Fields are identified with an asterisk (*)

Save Draft

Forms can be saved as a draft to be completed later. To do this, click on the drop-down arrow next to 'Complete' and click on 'Save Draft'. On return, the previously entered data will be visible.

Multiple Forms

If a form has been set as a 'multiple' form in the activity template, you will see the option to 'Add More' centred at the top of the window. This will create multiple child activities (i.e. packaging items) - you can view these created children in linked activities.

Tabular View

The 'Tabular' button is always available but only applicable when completing multiple forms across different activities in one screen. This is applicable when multiple activities share the same parent activity.

(Please see our guide on completing tabular forms)

Rich Text in Forms

Any field that is in a text box format can be converted to a rich text format.

Note: Please speak with the professional services team if you would like this switched on. 

See also:

LP2: Completing a Form Approval Task

LP2: Completing Forms (Tabular View)

LP2: Using the Contact Selector on a Form