The new Vitre version allows users editing forms after they are sent.
The users can edit the answers or refill the form all over again.
How To Perform?
1. First, you need to reopen the action
- From the App
Go to the Agenda Screen.
Click on the requested form that was completed.
Go to the three dots of the form and click on “Reopen Task”:
- From the Web
Go to the actions list page
Click on the requested action that was completed.
Go to the three dots in the action card and click on “Reopen Task”
2. Once choosing “Reopen Task” a new window will pop up and you will need to click once again on “Reopen Task”. You may also add a description - the reason for reopening this action.
3. In order to complete this action again, the user will need to decide whether to edit the previous form (“Edit Form”) or to answer a new form (“New Form”).
Please note the following regarding editing the Form:
1. The ability to reopen a task and edit the form will be given in the form settings by the admin. If the “Allow Edit” checkbox is not marked this ability won’t be available to the users.
2. Signatures won’t be copied when you edit a form.
3. If there is a WFM form - only the first step in categories will be duplicated.
4. If there are auto sub actions in the task rule for this form, this functionality will not generate the sub actions again.