Fill out a form

This page provides information for filing out a form including:

• Form actions
• Video example: B2W Inform - Filling out Forms
• Information about form errors

Steps

1. In the Forms area, click Fill Out a Form.
2. Select a form to fill out. If needed, use the Search for a Form and categories, groups, and subgroups filters to find the form you want.
3.  The Form Properties box will appear. Edit the following properties under the General tab:
   • Form Name – The name of your form. When you select a form to fill out, the application will automatically generate a form name which you can then edit if you so choose.
   • Group – The group your form will be organized within.
   • Sub-Group – The sub-group your form will be organized within.
   How groups and sub-group selections in templates, affect form filler options

   Template	Form
   Group type selected: Jobs	Group type. Note: When a group type has been selected by the template maker, the form filler MUST choose a sub-group.
   No group selected	The form filler can select a group and/or sub-group of their choice.
   Group and sub-group type selected	The form inherits the group or sub-group selected. Form filler cannot edit group and sub-group.

   You can open the Form Properties box at anytime when filing out a form by clicking Properties in the Forms Toolbar.

   Forms that require approval

   If your form requires approval you can select form approvers from the Approval Sequence tab

   • In the Add Approvers section select an approver from the Approver 1 menu
   • Click Add Another Approver to add additional approvers

   You can add approvers at anytime using the Form Properties box. Click Properties in the Forms Toolbar. You can also add approvers when submitting your form.

   Save approval sequence

   To save this approval sequence for the next time you fill out this form:

   • Check the Remember this approval sequence the next time I fill out "Name of Form" form.
4. Click Save.
5. Fill out the form.
6. Click Save as Draft, Complete, or Submit.

Form actions

The Forms Toolbar includes actions for your selected form. Form actions include:

• Save as Draft – Saves the form as a draft. You can access this form again in the Drafts tab of the Forms area.
• Submit – If your form requires approval, you will see this action. If you have not selected approvers before clicking Submit, the Approval Request box will appear prompting you to select at least one approver. Your submitted form will be accessible from the Pending tab in the Forms area until it is rejected or approved.
• Complete – If your form does not require approval, you will see this action. After you click Complete your form will be available in the Completed tab of the Forms area.
• Preview – Provides a browser preview of your form. On this page you will have the option to download a PDF version of the form which includes an appendix at the end. This action is also available after submitting/completing a form.

• Email – Use this action to send your form to users from the B2W Inform system and/or external users. This action is also available after submitting/completing a form.
• Delete – Deletes the form you are currently filling out.

After clicking Submit the following actions appear depending on your role:

• Recall – If you have submitted your form, you have the option to recall the form if needed. Changes the form status from Pending to Draft.
• History – Once you have submitted or completed your form, you can view form history. Form history includes, any actions (including rejection or approval comments), taken on the form.
• Reject – If you are a form approver, use this action to reject the form. You will have the option of adding comments as to why you rejected the form. The form status will change from Pending to Rejected.
• Approve – If you are a form approver, use this action to approve the form. You will have the option of adding comments as to why you approved the form. The form status will change from Pending to Approved.

PDF Appendix

After generating a PDF, all applicable media, file attachments, and form history will be placed in an appendix on a new page at the end of the PDF. The appendix is included in the PDF Preview.

Video example: B2W Inform - Filling out Forms

The following video will take you through the process of filling out a form. Click to begin viewing.

About form errors

When you submit a form, each field is checked. If your form is submitted without the required or correct type of data, the Form Errors dialog box will appear with a list of issues to resolve. You will need to correct these errors before the form can be completed or submitted.

Here are some common errors:

• All required fields were not completed.
• A field was completed using the wrong format. Example: Dates follow the MM/DD/YYYY format. For accepted component formats see Validated Data Entry.
• Data bound filtering and auto populating error: A required selection was not chosen. Example: A job number was not chosen from the provided dropdown list.

 

---

 

Top of page