Do you have forms that don't need any manager approval once they are completed? Find that signing off on some forms is an unnecessary step that creates a backlog in your to-do list? Using and abusing the multi-form sign-off button?
Now you can set the sign-off requirement on your form templates to have forms automatically lock once they are submitted!
Non-Scored Forms
On non-scored forms, when the Require sign-off toggle is disabled, the form will be locked once the form is submitted. Form owners will not receive an email when the form is locked. Managers will still receive an email when the form is submitted.
Scored Forms
On scored forms, if the Require sign-off toggle is disabled, the form will be locked if the overall and section scoring requirements are met. Form owners will not receive an email when the form is locked. Managers will still receive an email when the form is submitted
Key Details
- Require sign-off toggle will be ON by default when creating a new template.
- You can disable the Require sign-off toggle on existing templates - no need to recreate the form.
- This feature is available in all form modules.
- This feature is supported on mobile form submissions.
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