Edit Participant

You can Edit your Participants to configure them based on your form requirements.

Other features available in the Edit Participant window

Under the Name, there are 2 features: Owner and School.

Owner (Y/N) - This should only be set to Yes for Participant 1 who is the person initializing the form, also know as the Owner of the Form.
School (Y/N) - This should only be set to Yes if this is a Participant that processes the form but does not need to provide a signature. This person will be able to provide form data, however once their part of the form is complete, the form will move from the Multi queue directly to the Processed queue. We do not use this feature.

Submission Type – Selecting E-sign will require the Participant to electronically sign the Form before submission. Selecting No Sign will allow submission without requiring an electronic signature.
Requires Authentication? (Y/N) - Setting this to Yes will require the Participant to log in using their institutional or designated authentication method (e.g., NetID, SSO) before accessing the Form.
Use Preferred Name at E-sign? (Y/N) -Setting this to Yes will allow the Participant to electronically sign using their Preferred First Name instead of their Legal First Name. If the Form relates to Financial, Legal, or Contractual information, it is strongly recommended to leave this set to No.
Repeat Signatures? (Y/N) - Setting this to Yes will allow this Participant to be the same person as another Participant that accesses this Form. This feature is used in the case where a single Participant would be accessing the form more than once at different times in the Workflow process or during testing of the form. This feature is not applicable for the Owner of the Form, as it only checks for Repeat signatures after the first Participant.
Allow Saving Drafts? (Y/N) - Setting this to Yes will allow the Participant to save their progress and return later to complete the Form before submission.
Allow Return for Revision) (Y/N) - Setting this to Yes will allow this Participant to (Return the form for Revision).
Auto-Escalate? (Y/N) - Setting this to Yes will automatically advance the Form to the next Participant, role, or approver if the current Participant does not act within a set time frame.
SSO Link in Notification? (Y/N) - Setting this to Yes will include a “Click here to complete your section of the form” link in the Co-signer email that requires the Participant to CAS in before being directed to the Form. Setting this to No will instead provide a link to the Dynamic Forms account login page, intended for external users without a NetID.

NOTE: This feature is not applicable to the Owner of the Form, as they do not receive a co-signer email.
Use Carbon Copy? (Y/N) - Setting this to Yes will send a copy of this Participant’s submission to additional designated recipients for their records.

How will this participant be designated?

This section determines how the Participant will be identified. Please see the Designate Participants page for further information on how to designate each Participant.

Designer Resources > Start Building a Form > Add Multiple Participants > Edit Participant > Designate Participants

Participant Emails

The remaining sections allow you to customize the related Participants emails such as Co-signer, Confirmation, and Owner Notification emails. Please see the Participant Emails page for further information on how to configure Participant emails.

Designer Resources > Start Building a Form > Add Multiple Participants > Edit Participant > Participant Emails

Confirmation Text

Confirmation Text is what is displayed on the screen to the Participant after they submit their section of the Form. You must include your departments email address in case the Participant requires assistance or has questions.

We use the same generic text on all Forms which includes instructions on how to View, Download and/or Print their Form submission.

Please see the Other Form Level Settings page for further information on the Confirmation Text that should be used.

Other Form Level Settings > Custom Text section > Confirmation Text: screenshot image includes generic text with instructions

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu