View Form Submission
The View Form Submission window shows you the completed submission.
To access the View Form Submission page, users must belong to a Forms role with permissions to manage submissions permissions enabled.
Access the Connect hub, Forms module, Manage Submissions, find the submission you want to view and select View Submission from the Actions menu.
How To
Access the Connect hub, Forms module, Manage Submissions page.
From the Submissions drop-down, select the form.
Find the submission you want to print or save as a PDF.
From the Actions drop-down, select View Submission. The Original Form Submission window appears.
From the Actions drop-down, select View PDF. A PDF version opens in another tab that you can save or print.
Note
Some forms are configured to automatically save submissions to Document Storage. Use this procedure when a submission was not automatically saved or when a reviewer needs to manually save an individual submission.Access the Connect hub, Forms module, Manage Submissions page.
From the Submissions drop-down, select the form.
Locate the submission.
From the Actions drop-down, select View Submission. The Original Form Submission window appears.
From the Actions drop-down, select Save to Document Storage. The Save to Document Storage window opens.
Select the Document Storage and Document Type to determine how the PDF is stored and who can access it.
Note
Category and type options are determined by Document Storage settings managed in the Desktop.
Only users with permission to a selected category will be to view the PDF that gets generated.
Click Save. A PDF version of the form is saved to Document Storage and associated with the submitter.
Access the Connect hub, Forms module, Manage Submissions page.
From the Submissions drop-down, select the form.
Find the submission whose workflows you want to review.
From the Actions drop-down, select View Submission. The Original Form Submission window appears.
From the Actions drop-down, select View workflows. The Form Submission Workflows window opens.
If there are workflows associated with it, you can:
Find a workflow associated with the submission.
Click No filter applied link to access filter options.
View all workflows associated with the form submission.
Click View all workflows.
View more information about a workflow associated with the submission.
Click the linked name. If the name doesn't show a link, you might not have access to the workflow. Contact your module manager or IT department for more information.
View workflow history and activity.
Click the three dots to the right of the workflow name and select Audit Information.
Refresh the workflow to ensure the latest progress is shown.
Click the three dots to the right of the workflow name and select Refresh workflow.
Change the workflow status to Complete, Incomplete, or No longer needed .
Click the three dots to the right of the workflow name and select Set Status.
To close the Form Submission Workflows window, click the x button in the upper right-hand side.
Note
Some forms are configured to automatically associate workflows when submissions are received. Use this procedure when a workflow needs to be added after submission, such as for exceptions, follow-up reviews, or special processing.
Access the Connect hub, Forms module, Manage Submissions page.
From the Submissions drop-down, select the form.
Locate the submission.
From the Actions drop-down, select View Submission. The Original Form Submission window appears.
From the Actions drop-down, select View workflows. The Form Submission Workflows window opens.
Click Associate workflow. The Associate Workflow window appears.
From the Workflow drop-down, select the workflow you want to associate with the form submission.
Note
Only those workflows you have permission to access are available.
Click Associate workflow. The workflow will initiate.
To close the Form Submission Workflows window, click the x button in the upper right-hand side.
FAQ
Not at this time.