Page History

HideElements

metas	true
comments	true
childpages	true
people	true
tools	true
labels	true
help	true
breadcrumb	true
watch	true
sidebar	true
spaces	true
create	true
share	true
favorite	true
notifications	true
spacelogo	true
likes	true

Background Color

color	#D3D3D3

Section

Column

width	90

Home > EMResource > Guide - Forms > Activate a Form

Column

width	10

Activating a form means that you are

activating it so you can complete it

making it available for completion by yourself or sending it to another

user

person or

a

resource to complete. If you have this authority, in the main menu, under Form, you will see the Activate Form

is an

option

in your Form menu.

Image Removed

Tip: Your administrator may have set up an icon you can use

.

Image Added

to launch a form

.

Typically, a form is completed by a user or a resource, not both.

If

However, if you specify both, the

system delivers

solution will deliver it to both.

Forms

that you send to be filled out by others may require you to designate recipient(s). Use the search fields at the top of the activation section to locate users.

Other forms already have recipients set up; in these cases, the system does not ask you to designate recipients.

Refer to About Forms for more details on activation options

may already have recipients or you may need to identify the recipients. If necessary, on the Activate Form page, use the filters above the table to locate one or more people and select them as recipients. For more information, go to the article About Forms.

To activate a form to complete yourself

From any page, open the Form menu in the main navigation bar and select

In the main menu, click Form and, in the list, click Activate Form.

The

The Activate Forms

page

page opens.

Locate the form in the

In the Fill Out A Form section, locate the form and, on that row, click

its

Fill Form

link

. The form opens.

Fill out the form.
Tip: A double asterisk (**) appears next to required fields

Enter all required information.
Click

Complete

Submit.

To activate a form to be completed by others

From any page, open the Form menu in the main navigation bar and select

In the main menu, click Form and, in the list, click Activate Form.

The

The Activate Forms

page

page opens.

Locate the form in the

In the Send A Form To Be Filled Out By Others section, locate the form and, on that row, click

its

Send Form

link

.

The

The Activate Form

page

page opens.
In

the

the Users to Fill Out Form section, select the

check box for every user

checkbox for the people you want to complete the form.

Tip: When specifying users and resources who are responsible for completing the form, you can select all users/resources in the list by selecting the check box in the section header.

If this page includes the Resources to Fill Out Form

section

section, select the

check box for every resource

checkbox for the resources you want to complete the form.
If recipients have not

already

been identified for

this

the form,

select the check boxes of recipients

in the Users to Receive Completed Form

section

section, select the checkboxes to designate recipients.
Click Activate Form. The

system routes the form to the recipients' pending forms queues. Panel

borderColor	#000000
titleColor	#000000
titleBGColor	#D3D3D3
title	Helpful Links

Juvare.com

Juvare Training Center

Announcements

Community Resources

form is sent accordingly.

Versions Compared

Old Version 6

New Version Current

Key

To activate a form to complete yourself

To activate a form to be completed by others