Opening an existing submission
Click any row in a submission list, or use Edit (or View, if you only have viewing rights) in its Actions column. The page is titled Edit Form Submission and shows the current status — Open or Closed — above the form.
If you may not edit the submission, every field is shown greyed out and there is no Save button. You can still read it and download it.
Saving
Press Save to store your changes and return to the category list. Cancel leaves without saving.
If you try to navigate away with unsaved changes, the app warns you with You have unsaved changes! and offers Stay on the page, Discard changes or Save changes. A save that fails validation keeps you on the page with the problem fields highlighted, so nothing is lost.
Closing a submission
Close marks the record as finished. It is available on the submission page and from the Close action in the list, to anyone holding the Close form permission for that category.
Closing happens as soon as you press Close — there is no confirmation step — and it does not save anything you have typed. Press Save first if you have unsaved changes.
Closing is one-way — a closed submission cannot be put back to open. After closing:
- its status becomes Closed and it moves to the Closed tab,
- it no longer counts towards the open counters or the Awaiting Signature tab,
- it can still be edited, but only by someone holding the Edit closed forms permission for that category.
Because closing cannot be undone, only close a record once it is genuinely complete.
Deleting a submission
Delete in the Actions column removes a submission. You are asked to confirm before anything happens.
Deleting is permanent: the submission and all the answers stored on it are removed, and there is no way to recover them. If the deleted submission was the one satisfying a required form, that form can reappear on the Missing tab.
Deleting requires the Delete permission for the category.