Complete a dynamic form
Use this feature to review, fill in and submit a dynamically generated form, including any repeatable sections and file uploads.
This guide is designed for project manager.
Steps
Step 1: Open the form
Navigate to the page containing the form and review the title and description at the top so you understand what information is required.
Step 2: Review visible fields
Scroll through the form to see all the visible fields; any hidden fields will not appear, and some fields may be locked so you can see but not change their values.
Step 3: Check pre-filled information
Look over any fields that are already filled in with initial values, confirming they are correct before you start making changes.
Step 4: Enter or update field values
Click into each editable field and enter or update the required information, following any labels, help text or formatting guidance shown by the field renderer.
Step 5: Work with repeatable sections
For any repeater sections, add or adjust repeated groups of fields as needed so that each item or entry you need to record is captured separately.
Step 6: Upload required files
For file upload fields, select a file from your computer to attach; the system will upload the file and store an attachment reference for submission.
Step 7: Review validation messages
As you move through the form, note any validation messages that appear next to fields and correct the highlighted entries until all mandatory fields are valid.
Step 8: Submit the form
When you are satisfied with your entries, select the submit button; if there are outstanding validation issues, resolve them, then submit again until the form is accepted.
Step 9: Confirm submission status
After submitting, check for any confirmation or error message shown by the page to ensure your form data has been successfully sent.
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Last updated: 2026-01-19