Re-opening a Finalised Form

Forms can be re-opened once finalised if you are the Owner or Manager/s of the form.

Locate your form via the 'Search' page and click on the 'Edit' button OR via 'Search widget' where you can simply click into the form and it will open up.

No Workflow

This is where the form has no workflow / approval processes configured.

Scroll to the bottom of the page:

  1. Change the 'Status' field from 'Finalised' to 'Active'
  2. Click on the submit button. 

The form will then appear in the 'To Do' list of the person who originally submitted the form.

Workflow

This is where there is workflow / approval processes configured for the form.

Scroll to the bottom of the page:

  1. Click on the 'Re-open, and revert to last approval step' button.
  2. Click on the 'OK' button to confirm the action.

 The form will then be re-opened and sit in the last approver's 'To Do' list for action.


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