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Selected repeating form instances

You can use the Summary view of a repeating form to select multiple instances of the form and freeze, unfreeze, lock, or unlock them.

To perform one action on several instances of a form:

  1. Navigate to the summary view of a repeating form.

  2. While in summary view, click the action button you want to perform:
    • Freeze—To freeze form instances.
    • Unfreeze—To unfreeze form instances.
    • Lock—To lock form instances.
    • Unlock—To unlock form instances.

    The summary view reappears with a column of checkboxes along the left side.

  3. Select the box next to each form instance on which you want to perform the action you selected in step 2.

  4. Click the button for the action you selected:
    • Freeze—To freeze the selected form instances.
    • Unfreeze—To unfreeze the selected form instances.
    • Lock—To lock the selected form instances.
    • Unlock—To unlock the selected form instances.

    The InForm application adds or removes freeze or lock icons next to the traffic light for each form instance you selected. It also adds or removes icons on the Time and Events Schedule and the Case Book List to reflect the actions you have taken.

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