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Forms Batch Processing

This article shows how to work with multiple forms at the same time to complete tasks all in one go.

Updated over a week ago

Users on Asite can perform batch processes by selecting multiple forms and completing tasks in one go.

1. Select multiple forms under the 'Project Forms' tab and click the 'More Options' icon available at the top.

Batch processing using 'More Options' is also supported in the 'Apps' tab within the 'Attachments & Associations' popup accessible through the 'Associations' icon in the 'Apps' view.

2. Click the 'Tasks - For Information' button to complete the 'For Information' task on multiple forms in one go.

3. Click the 'OK' button to complete the 'For Information' tasks on selected forms.

4. Similarly clicking on 'Project Form' would create a new form with selected forms associated with it.

5. Click the 'Tasks - Status Change' button to change the statuses of multiple forms in one go.


Related Articles: Batch Status Change, Form Tasks

Next Article: Deactivate Form


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