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Open a Form in Form Viewer
Open a Form in Form Viewer

This article helps you understand how to open an existing project form in Asite Form Viewer.

Updated yesterday

All the forms accessible to you on Asite can be viewed using the Asite's form viewer.

Pre-requisites:

Permission as mentioned below on the required form type, on the project in which a form is to be viewed:

  • To view private forms, 'View All Private Forms - Own Org' or 'View All Private Forms - All Orgs' permission (as applicable) assigned to your role.

  • To view draft forms, 'View All Draft Forms - Own Org' or 'View All Draft Forms - All Orgs' permission (as applicable) assigned to your role.

Below are the steps to open a form in form viewer:

1. In 'Project Forms' area, navigate to the project where a form is to be viewed. Next, select the form group and form type of the form to be viewed.

3. A list of existing forms under selected form type, if any, will appear at the right side.

4. To view a form, click on a form id or a form title from the list. The selected form will open for viewing in a new browser tab. By default, the latest form message will appear while viewing.

Click on a relevant topic below (based on the corresponding section number as highlighted in above screenshot) to understand how to use each of the available options within the form viewer:

  1. Form ID & Form Title - To view the ID and title of the form open in viewer i.e. the form instance number.
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  2. Form Status - To view and change the existing status of the form open in viewer.
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  3. Direct Link - To copy the direct link to the form open in viewer.
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  4. Attachments & Associations - To view all the attachments & associations of the form open in viewer.
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  5. Start Meeting - To start a meeting using Zoom, Microsoft Teams or Google Meet.
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  6. (?) Help - To see all available help content related to viewing forms.
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  7. Originator - To view the name of originator on the form open in viewer, including their organisation name and profile picture if available.
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  8. Distributed To - To view the details of users to whom the form open in viewer was distributed.
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  9. Distribution Date & Time - To view the date and time when the form open in viewer was distributed.
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  10. Form Content - To view the message content of the form open in viewer.
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  11. Edit ORI / Reply - To edit the original form message, or reply to the existing form message as applicable, based on form settings.
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  12. Reply All - To reply to all recipients on the existing form message, based on form settings.
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  13. Distribute - To distribute the form, based on form settings.
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  14. Edit & Forward - To edit and forward the form message, based on form settings.
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  15. More Options - To access more options specific to selected form. It can include different options as mentioned below:

    1. References

      1. Attachments - To view all the attachments & associations of the form open in viewer.

      2. History - To view audit history of selected form.

      3. Workflow - To view workflow instances on selected form.

      4. Form Information - To view form attribute details, publish details with a direct link to the form.

    2. Export

      1. Current Message to PDF - To convert only the current form message that is open in form viewer to PDF format. Click here to understand different checkbox options available while exporting current message to PDF.

      2. All Messages to PDF - To convert all threads of the selected form that is open in form viewer to PDF format. Click here to understand different checkbox options available while exporting all messages to PDF.

      3. Printable Version - To get the print view of form along-with count of attachments and associations. Click here for detailed help.

      4. Print Form Details - To print the print view of form without the count of attachments and associations. Click here for detailed help.
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Check: FAQs

Next Article: Distribute a Form

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