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Complete a project form

Use this page to open a form instance, work through its sections, and submit the completed form for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form instance from the project​

From your project’s Forms area, select the form instance you want to work on; the Form Fill page opens showing the form details and workflow status.

Open the form instance from the project

Step 2: Review workflow progress and sections​

At the top of the page, check the workflow progress to see each section’s status, which sections are complete, in progress, or still to be started.

Review workflow progress and sections

Step 3: Open a section to start editing​

Click a section in the workflow progress area to make it active and open it in the form renderer so you can add or update answers.

Open a section to start editing

Step 4: Enter and update form answers​

Work through the fields shown in the form renderer for the active section, entering or amending information as required; your changes are saved when you continue between sections or submit.

Enter and update form answers

Step 5: Mark a section as complete​

When you have finished a section, use the section completion option (for example, a Complete Section button or dialog) to mark it as complete in the workflow so others can see its status.

Mark a section as complete

Step 6: Reopen a section for amendment​

If a completed section needs changes, use the amend section option to reopen it, update the answers in the form renderer, and save the amended section.

Reopen a section for amendment

Step 7: Assign a section to a colleague​

Use the Assign Section dialog to select a section and assign it to another team member so they are responsible for providing or updating the information.

Assign a section to a colleague

Step 8: View the audit trail for a section​

Open the Section Audit Trail dialog for any section to review who completed or amended it and when, helping you track changes over time.

View the audit trail for a section

Step 9: Submit the completed form​

Once all required sections are complete, use the submit action on the page to send the entire form instance for review or the next stage of the workflow.

Submit the completed form

Step 10: Return to the form instance overview​

Use the Back button or navigation link to return to the form instance overview page for the project, where you can see overall status or open another form.

Return to the form instance overview

Last updated: 2025-12-24