Form Instance Page

The Form instance page is displayed when you view an open or closed form. The title of the form is at the top of the page with the instance number appended to the end of it.

  • Save: Available only to open forms. Saves any changes.
  • Close: Closes an open form.
  • Re-open: Reopens an open form.
  • Copy:  Creates a copy of the form. The new form is displayed and is placed in draft status as a workflow in your court.
  • Fill out form: Select a new form type to fill out.
  • Post Form: Sends the form to select recipients.
  • Save Draft: Saves a draft of the form. Draft forms can be retrieved by filtering for forms in your court on the Forms and Project Forms page.
  • Project: The name of the project you are filling out this form for.
  • Project Number:  The project number, if available. Administrators can decide whether or not to display project numbers. For more information, go to Administration Tools > Projects > Project Settings.
  • Form Type: The type of form you are viewing or editing.
  • Author: The name of the person that created the form.
  • Counter Prefix: 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: The form's priority level.
  • Subject: The subject of the form. This field is editable for open forms.
  • Date Due: For closed forms only. Not available for static forms. Click the calendar icon and select a due date. You can also type the date in this field.
  • Date Closed:  For closed forms only. Displays the date and time that the form was closed.

The following tabs are displayed by default. Additional tabs are sections of the form created by the author.

  • Comments: View comments, add comments, or request external comments. All actions that have been taken on the form are also listed on this tab.
  • Attached Files: View or attach files to the form.
  • Attached Forms: View or attach forms to the form.
  • Attached To: Lists the forms that this form is attached to, if any.
  • Meeting Minutes: Available only if the form was included in a meeting minute. Click to view or open event details.

A list of every view and action taken in the particular form instance. This information can be used for auditing and tracking purposes.

Displays a list of the changes made to the form's fields, users that made the changes, and a time stamp of when the change was made. This information can be used for auditing and tracking purposes.

Displays the permission settings of the form. This tab is visible to all users. If necessary, administrators can change the permission to all form instances. For more information, see Form Type Permissions Page Overview - Apply permissions to existing forms check box.