Forms, records and documents
Forms and surveys
Forms collect the same information in a consistent way, such as an inspection, check-in or customer enquiry. A submitted response is recorded; what happens next depends on that form's setup.
Complete a form
Open the form, complete the required fields and review the answer before submitting. If a correction matters, follow your workspace process rather than creating an unexplained second response.
Plan a reusable form
An administrator or agent can set up a form and, where needed, connect it to a table, follow-up task or document. Ask to see the questions and outcome before anything is created.
Find the right form for [job]. Explain who can submit it, where its response is recorded and what happens after submission.
What happens after submission
A successful submission records the answers. A table row, follow-up task, document or notification happens only when that form has been configured to do it. Check the result after a real submission before relying on it for an issued document or follow-up.
Show the latest response to this form and any configured follow-up. Do not resend, edit or create a second response.