Create a form from a submittal

If you want to link a form to one or more submittals, you can create the form directly from the Submittals register or the submittal Details page. Creating the form from the submittal can save time and reduce errors associated with entering submittal information manually.

Create a form from submittal

Summary: Create a form from a submittal, so you do not have to leave the Submittals Details page to create a form. Forms created from the Submittals Details page are automatically linked to the submittal.

  1. From the Submittals Details page, click the Create a form button, and then select the applicable form type.

    The Detail page for the selected form type opens.

  2. Enter the form details, and then click Save or Complete action.

    • If you click Save, the form is saved as a draft only, and the For Action and For Info users are not notified of the form.

    • If you click Complete action, the form is saved and the For Action and For Info users are notified.

    The form is saved in the form register and is automatically linked to the submittal.

Create a form linked to multiple submittals

Summary: Create a form that is linked to multiple submittals, so you do not have to link the form to the submittals manually.

  1. From the Submittals register, select one or more submittals.

  2. Expand the Actions menu, and then select the applicable form type. The Detail page for the selected form type opens.

  3. Enter the form details, and then click Save or Complete action.

    • If you click Save, the form is saved as a draft only, and the For Action and For Info users are not notified of the form.

    • If you click Complete action, the form is saved and the For Action and For Info users are notified.

    The form is saved in the form register and is automatically linked to the submittal.