Processing form entries

Table of Contents

Processing form entries

Open a form entry and use Review, Complete, Reject, or Cancel. Outcomes for each action are listed under Connected actions.

1. View Form Entries

On the form, open View Form Entries (or an entry in the Entries grid).

View Form Entries

2. Open the entry

Open the entry you want to process.

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3. Review

Choose Review to mark the entry In Progress and open Update.

Review

4. Complete

Choose Complete when the entry is ready to apply and finish.

Complete

5. Reject

Choose Reject to refuse the entry.

Reject

6. Cancel

Choose Cancel to cancel the entry.

Cancel

7. Complete status

A finished entry shows Complete on the entry view.

Status