1. Administrator's Guide
  2. Working with Forms
  3. Performing Group or Team Actions on Forms

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 Select Filter Attribute.

  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.