A Form record can be started and submitted directly from the Form's view mode.
Starting a Form Record
From the Form View Mode: Click the Start Now button located at the top of the page.
Filling Out the Form
Required Fields: Any mandatory fields are marked with an asterisk (*). These must be filled out entirely before the system will allow you to submit the Form record.
Saving to Resume Later: Way We Do automatically saves your entered data every few seconds. If you need to step away and finish the Form later, simply click the Close button. Note: No data is added to the Register until the Submit button is clicked.
Submitting the Form Record
Once you have reviewed your information and completed all required fields, click the Submit button at the bottom of the Form to finalize your record.
Abandoning an Incomplete Form Record
While Form records cannot be permanently deleted, they can be abandoned if they are no longer needed.
Locate the dropdown menu next to the Close button.
Select Abandon Record.
Accessing a Form Record
You can easily view your Form records in two places:
The Activity Tab: Find your record in the recent activity list. The Record Title is named by the user who completed the Form Record. Record Titles may be altered within the Form Settings or within Automations.
The Register Tab: Locate the specific record row and click the Form icon to open and view the record details.
