As an Editor or Administrator, you can assign a new Form record for a team member to complete. This can be initiated directly from the Form's Procedure Card or from the Form's view mode.
Assigning a Form Record
To invite team members to complete a Form, first initiate the process using one of the following methods:
From a Procedure Card: Click the Run button directly on the Form's procedure card.
From the Form View Mode: Click the Run button (the Play icon) located in the top right corner of the page.
Once you are on the Start screen:
Click Add to select and invite team members to complete the form. Their names will display on the screen once selected.
Click the Start button.
A confirmation message will appear stating, "Form Invitations Sent" along with the number of users invited. Click OK.
Keeping Track of Assigned Forms
Form records that you have assigned to team members are listed under the Activity tab of the respective Form. Visibility depends on your user role:
Administrators are able to see all assigned records across the account.
Editors are able to see all assigned records for the specific Forms they have permission to access.
Abandoning a Form Record
If an assigned Form record is no longer needed, an Editor or Administrator can easily abandon it.
Open the assigned Form record.
Locate the dropdown menu next to the Close button.
Select Abandon Record.
