Performing Group or Team Actions on Forms

To claim a form:

1. Open the form, and then click Claim.

2. After a preparer or approver clicks the Claim button, then the Release button appears.

3. Click Release to remove the claim made by that user.

To determine whether a form is claimed, view the following view and column attributes:

• Preparer (Claimed)–If Yes, then the preparer role has been claimed. If No, then it is unclaimed.

• Approver # (Claimed)–The # indicates the Approver level. If Yes, then this approver level is claimed. If No, then it is unclaimed.

To filter by the Preparer (Claimed) and Approver # (Claimed) attributes:

1. At the top of the Filter panel, click Select Filterable Attributes .

2. Select the desired attributes from the Available.

3. Click >> to move the attributes to Selected.

4. Click OK.

To add the Preparer (Claimed) and Approver # (Claimed) attributes as List View columns:

1. Click Columns at the top of the Form List view.

2. Select the desired attributes from Available.

3. Click >> to move the attributes to Selected.

4. Click OK.