Documentation

Reassign a Form entry

Reassign an entry

In each stage of a submitted form entrys workflow, it will be Assigned to a specific user. This user is responsible for performing the next set of actions that the form entry requires. The user that the form is assigned to at any one point can be set and edited in the form builder, however you may find the need to change the assignment for a specific entry not the entire form. Thats where re-assigning comes in.

  1. Locate the form entry you want to reassign on the Entries page. 

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  2. Click on the form title of the entry to open the Processing page.
  3. All of the submitted content in the entry will be shown, along with a list of activities that have been performed on it and any notes that other approvers or administrators have left.
  4. On the top right of the page youll see an Assigned to dropdown. Click on the dropdown to reveal a list of all of the reviewers for that particular form.

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  5. Select the reviewer you want to reassign the entry to, and click Save.

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  6. The reviewer for that specific entry is now updated.

Change an entry's status

All forms have an initial status and you can choose to create additional statuses if you want to track progress.. As a form entry receives approvals and progresses, reviewers will need to change the entrys status to indicate where it is in its workflow process.

Locate the form entry you want to update on the Entries page.
 
  1. Click on the title of the entry to open it.
  2. All of the submitted content in the entry will be shown, along with a list of activities that have been performed on it and any notes that other reviewers or administrators have left.
  3. On the top right of the page youll see a Status dropdown. Click on the dropdown to reveal a list of all of the status options for that particular form.

    reassign%20entry_4.png
     
  4. Select the status you want to change the entry to, and click Save.
  5. The entrys status is now updated and visible on the Form Entries page.