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Form Right Click Options

This article helps you understand available right click options for forms in Asite.

Updated yesterday

Asite has different right-click options available within the forms listing area.

You can right-click on project name, forms (in 'Apps' View) and distribution (in 'Distribution' View) under the 'Project Forms' tab.

Click the below links to access their detailed help:


Right Click Options on Project Name

  1. Mark As Favourite / Remove As Favourite - To mark the selected project as a favourite or remove it from the favourite.

  2. Copy Name - To copy the selected project name.


Right Click Options on Form Type

  1. Mark As Favourite / Remove As Favourite - To mark the selected project form type as favourite or remove from favourite.

  2. Copy Name - To copy the name of the selected form type.

  3. Generate QR Code - To generate a QR code for the selected form type.


Right Click on Form in Listing View

  1. New

    1. Reply - To launch the response view of the form message with the originator populated in the distribution list.

    2. Reply All - To launch the response view of the form message with all recipients populated in the distribution list.

    3. Form - To create a new form.

    4. Project Form - To create a new form with the selected forms automatically associated.

  2. Flag - To flag selected forms as high, medium and low. It also allows you to clear any existing flag on forms.

  3. Edit

    1. Status - To edit the status of the selected form.

    2. Customize Status - To edit the status formatting of the selected form.

    3. View Form - To launch the view mode of the selected form.

  4. View - To open the selected form in the viewer.

  5. Visibility - To assign visibility on the form message based on message ID to other users/roles/distribution groups (See Assign/Remove Visibility on Forms).

  6. Share

    1. Distribute - To distribute the individual form to project team members.

    2. Copy Direct Link - To copy the direct form link to share.

  7. History - To view audit history information available for the selected form.

    1. All - To view all the audit history information for the selected form.

    2. Distribution - To view distribution history information for the selected form.

    3. Status - To view status history information for the selected form.

  8. Copy

    1. Name - To copy the form type information.

    2. Location - To copy the project, form type information.

  9. Tasks - To complete tasks for single or multiple forms. A sub-menu for task names will appear. e.g. 'For Information'.

  10. Delete - To permanently delete selected form records.

  11. Print All - To print all form instances along with their attachments & associations.

  12. Export All To PDF - To export all selected forms as PDF.


Right Click on Form on Distribution View

  1. Clear Tasks - Clear selected form tasks.

  2. Delegate Tasks - Delegate selected form tasks to other project users.

  3. Deactivate Tasks - Deactivate selected form tasks.

  4. Reactivate Tasks - Reactivate selected form tasks that are already deactivated.



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