As an Admin, you can enable forms to be returned for revision. This gives participants the opportunity to update their responses and resubmit the form.
To return a form for revision, make sure the Return for Revision option is turned on
Select the participants menu and click the edit icon for the participant you would like to update.
NOTE: The Owner participant does not have a Return for Revision option. This setting can only be applied to additional participants.
Set ‘Can Return to Anyone’ to Yes if you want the participant to be able to return the form to any other participant and click save at the bottom right.
NOTE: If this is not enabled, the form will be sent back to only the previous participant.
As an Admin, you can send a form back to participants if changes are needed. This lets them revise their answers, fix any mistakes, and resubmit the form.
With Return for Revision enabled, you can choose to either process and submit the form or send it back for updates after a participant submits it.
1a. In the queue of the form you are working on, select the number under the Multi column.
1b. In the queue of the form you are working on, select the number under the Pending column.
2a. In the Multi Pending window, press the PDF icon of the form you want to Return for Revision as shown below.
2b. In the Pending window, press the PDF icon of the form you want to Return for Revision as shown below.
The next screen displays the email that will be sent to the selected form participant. You’ll need to choose the participant, enter a subject line, and write the email message. When finished, click ‘Return Form for Revision’ at the bottom left.
NOTE: You will only be given the option of returning the form to more than one participant if ‘Can Return to Anyone’ is enabled
Click on Send Return for Revision Reminder to learn how to send a reminder to participants once a form has been Returned for Revision.
Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu