The ability to specify a required form and linking it to an Action, makes it easier to implement processes where the Actionee needs to fill in a form within InForm as part of completing the Action. The form that needs to be completed as part of the Action is referred to as a Required Form.
When creating an Action, if a form is required the template can be selected as part of creating the Action. When the Action is saved, a blank form record of the selected form is created, and allocated to the Actionee (the Actionee becomes the Respondent of the new form record). This way the Actionee not only has an action that details what needs to be done, but they also have a blank Form Record that has been created for them and linked to the Action, ready to be completed.
Navigate to the Actions page within the required module, and click Add New action.
Select the Actionee, enter the Description of the required activity and select a Due Date.
From the Form Template drop down, select the form template that is required.
Click Save.
When the action is saved, a blank form record of the selected form is created, and the Respondent for the form record is set to be the Actionee. If the Action is re-opened, details of the form record, a link and the status are shown on the screen.
The form can be completed in the normal way, either through the browser or through the Lucidity App.
The status of the Required Form for any actions that have a required form can be viewed by opening an action from the My Actions or All Actions page within any module (with the exception of the Intranet). Within the Intranet, the status is displayed on the Dashboard.
The presence and status of a Required Form can also be included in the My Actions or All Actions page using the Column Configuration tool.
Within the Lucidity App, if there is a Required Form for an action it is displayed within the action when it is opened.
The Action can be closed in the normal way. While there is no restriction on closing an action if the Required Form is not Complete, the status of the form is displayed on the page as the Action is closed as a reminder. If an action is closed and the form is not complete, the form remains to be completed. Filters within the My Actions and All Actions page allow the status of actions with corresponding Required Forms to be reported.
Recurring actions can have a Required From specified. Each time the new action recurs and is created, a corresponding form record is created.
TBD
