Understanding Forms Components

When creating a new form, there are multiple components to be completed.

  1. Distribution Lists

    1. For Action Participants: Participants listed in the For Action field are required to update one or more sections of the form (other than the initiator section). The initiator can also be added as a For Action recipient.

    1. For Info Participants: Participants listed in the For Info field are not able to edit the form, but can add comments and view the history details of the form.

  1. Initiator section: The initiator section of the form contains a distribution list, subject, message and standard fields (such as discipline, area and location). The recipient will also be able to see who created the form, who last edited it and the corresponding dates. Note: Only the Company administrator or the creator of the form can edit this section.