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Activate a Form

Activating a form means that you are activating it so you can complete it yourself or sending it to another user or a resource to complete. If you have this authority, Activate Form is an option in your Form menu.

formactivatepage.png

Tip: Your administrator may have set up an icon you can use to launch a form.

Typically, a form is completed by a user or a resource, not both. If you specify both, the system delivers it to both.

Forms that you send to be filled out by others may require you to designate recipient(s). Use the search fields at the top of the activation section to locate users.

Other forms already have recipients set up; in these cases, the system does not ask you to designate recipients.

Refer to About Forms for more details on activation options.

To activate a form to complete yourself
  1. From any page, open the Form menu in the main navigation bar and select Activate Form. The Activate Forms page opens.

  2. Locate the form in the Fill Out A Form section and click its Fill Form link. The form opens.

  3. Fill out the form.

Tip: A double asterisk (**) appears next to required fields.

  1. Click Complete.

To activate a form to be completed by others
  1. From any page, open the Form menu in the main navigation bar and select Activate Form. The Activate Forms page opens.

  2. Locate the form in the Send A Form To Be Filled Out By Others section and click its Send Form link. The Activate Form page opens.

  3. In the Users to Fill Out Form section, select the check box for every user you want to complete the form.

Tip: When specifying users and resources who are responsible for completing the form, you can select all users/resources in the list by selecting the check box in the section header.

  1. If this page includes the Resources to Fill Out Form section, select the check box for every resource you want to complete the form.

  2. If recipients have not already been identified for this form, select the check boxes of recipients in the Users to Receive Completed Form section.

  3. Click Activate Form. The system routes the form to the recipients' pending forms queues.

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Last modified
15:13, 28 Apr 2017

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