❔Catch-up quick
When a Template is used to create a Form, it starts out as drafted. A Form remains “drafted” until a Form User submits a Form, when the Form’s status changes to completed.
If you need to update a completed Form, reopen the Form and submit it again. Possible updates include the need to correct, transfer, or print a Form.
As Forms are filled out, they’ll exist in two states: drafted and completed.
Drafted Forms still require attention.
Completed Forms are ready for processing or storage.
Different Form actions are available based on a Form’s status, and a user’s permissions.
With the appropriate permissions, a user can change these statuses as necessary to fit your team’s progress or collaboration methods, or correct Form errors.
Drafted Form management
If a Form User leaves the Form Editor after they create a Form, but before they select Complete, the Form saves as drafted in the Forms tab. A Form may be saved as drafted in order to fill it out over multiple sessions.
A Form may also remain drafted if it needs to be transferred to somebody else for collaboration.
Review your drafted Forms on the web or mobile app.
On the web app, drafted Forms display with only the Form’s name.
On the mobile app, drafted Forms display alongside a circular icon with an image of a tabbed sheet of paper.
With a Form open in the Form Editor, access the Form Actions menu to process your drafted Form as necessary.
Completed Form management
When a Form User selects Complete after they fill out a Form, a Form’s status may remain drafted. This will happen if. . .
The Form is set up transfer to another user - in this case, the next steps depend on your team’s processes.
An external Form User submits a Public Form - in this case, the Form is either. . .
assigned back to the Form’s owner, or. . .
auto-transferred - which changes the Form’s status back to drafted.
Completed Forms display with a checkmark icon directly to the left of the Form name. Store or externally process completed Forms as needed.
If you want to transfer a completed Form, you’ll need to reopen it. Users with the appropriate permissions can reopen and edit a completed Form on the web or mobile app.
Reopen a Form in the web app
Reopen a Form in the web app
The steps below demonstrate how to reopen a Form in the web app's Web Form Editor.
In the Forms tab, select the completed Form you want to reopen.
You’ll navigate to the Form Editor.
Open the Form Actions menu.
Select Reopen.
Reopen a Form in the mobile app
Reopen a Form in the mobile app
To reopen in the mobile app.
In the Forms tab, tap the Form you want to reopen.
In the lower right-hand corner, tap Reopen.
If you have any Workflows associated with your reopened Form, they might run again when the Form is completed.
A reopened Form’s status changes back to drafted until it’s completed again.
Public Form management
When somebody from outside of your account submits a Form (also called a Public Form) the Form is considered drafted. The submitted Form is owned by the person in your account who created the matching Public Form link.
Forms completed using a Public Form link display with a vertical rectangle directly to the left of the Form name.
Related topics
Group your related Forms with Form tags.
Automate the dispatch of your Forms with an Email completed Forms Workflow. If necessary, you can even include attachments.
Learn how to download, view, or print PDF versions of your Forms.