Fill in a form and review submissions

Your team fills in published forms inside Kluvan. Each submission keeps the exact questions and answers of that moment, and a reviewer accepts or rejects it.

Before you start

• To fill in forms you need the right Manage Forms.
• To accept or reject, you need Review form submissions.
• The form must be published. See Create and publish a form.

Steps

To fill in a form:

1. Open Forms and select the Submissions tab.
2. Choose the Form and select Fill in form. You can also open a published form and select Fill in form there.
3. Choose a Customer if the submission is about one (optional).
4. Answer each question. Required ones must be filled in.
5. Select Create record. The submission shows Submitted.

To review a submission:

1. Open the submission from the Submissions list.
2. Read the Submitted answers.
3. Open Accept submission, add a note if you want, and select it. Or open Reject, type the reason in Details and select Reject.

Good to know

• Answers are checked against the field type: a number must be a number, a date a date, an e-mail a valid address, and a choice one of the options.
• Each answer can be up to 500 characters, or 4,000 for long text.
• A rejection needs a reason. An accepted or rejected submission records who reviewed it and when.
• Add note keeps comments under Notes and activity, before or after the review.
• Submissions keep the version they were made with, even after the form changes.
• An automation can create a support ticket or a work order when a submission is created or accepted. See Create an automation.
• Analytics can count submissions by status over a period. See Build an analytics dashboard.