Fill Out Form Page

This dialog box is displayed when you fill out a form. If you are presented with a list of workflow forms, select one from the list.

For more details on how to access the Fill Out Form page, see Fill Out Forms .

  • Post Form: Click to send the form to select recipients.
  • Save Draft: Click to save a draft. Drafts forms can be retrieved by filtering for Forms in your court on the Forms and Project Forms page.

    • To learn more about managing draft forms, see View Draft Forms Permission.

  • Delete Draft:  This button is only available for account administrators, the form initiator and users with the permissions to access draft forms. For more information on managing draft forms, see View Draft forms permission.

    • For a description of each of the common toolbar buttons, see Toolbar Buttons.

  • Project: Displays the name of the project you are filling out this form for.

  • Project Number: Displays the project number, if available.

    • To learn more or for instructions, see Create Project Number Custom Field.

  • Form Type: Displays the type of form you are filling out.
  • Author: Displays the name of the person that created the form.
  • Counter Prefix: Displays the prefix of the form if one exists. A prefix is an additional identifier by which to track and access forms. An example can be a contractor's tracking number.
  • Priority: Click to select the priority level of the form.
  • Subject: Enter the subject of the form.
  • Send To: Displays for workflow forms only. Click to select the recipient.
  • Date Due: Displays for workflow forms only. Click the calendar icon and select the date that this form should be completed by. You can also type the date in the field.
  • CC: Select the roles or users to copy on the form. Click the right directional arrow to add users/ roles to the adjacent CC box.

    • Double-click the role name to view the list of users in the role.

  • Request external comment after posting: Select to request a comment from an external recipients who is not a licensed Trimble Unity Construct user. External comment requests can be sent via Email. For instructions, see Request External Comments

The Attached Files and Attached Forms tabs are displayed by default, but additional tabs are sections of the form and are created by the account administrator.

  • Attached Files: Click to view or attach files to the form.
  • Attached Forms: Click to view or attach forms to the form.
  • Attached Viewpoints: Click to view or attach viewpoints to the form. You might choose to attach viewpoints as supporting information.