Click on the below links for detailed help:
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Accessing Batch Processing Options
To perform batch process on form distribution, select one or more distributions in the 'Distribution' view and click on More Options icon available at the top right to see more options that are available.
In 'Distribution' view, you can select a maximum of 250 records at a time.
Batch processing in 'Distribution view' is currently not supported when multiple forms are selected from different projects at a time.
Batch process can also be performed by using right click options upon selection of one or more distributions in 'Distribution' view, as shown in below screenshot:
Clear Form Tasks
Users on Asite having the privilege 'Can Clear Tasks - Own' / 'Can Clear Tasks - Organization' / 'Can Clear Tasks - Workspace' on a project can clear tasks on their
project.
Follow the steps for accessing batch processing options, then click on 'Clear Tasks' to clear selected incomplete form tasks.
The selected form tasks would get cleared and a message will appear at top side of the screen stating the number of tasks cleared successfully. A task once cleared cannot be reactivated.
Click here for detailed help on how to clear tasks while viewing the form.
Click here for detailed help on how to clear tasks from distribution view in 'Field' tab.
Delegate Form Tasks
Users on Asite having the privilege 'Can Delegate Tasks - Own' / 'Can Delegate Tasks - Organizations' / 'Can Delegate Tasks - Workspace' on a project can delegate tasks
of users on that particular project.
Follow the steps for accessing batch processing options, then click on 'Delegate Tasks' to delegate selected incomplete form tasks to other project users. It will open a layered page as shown below:
Click in the 'To' box to select a user to whom selected incomplete form tasks can be delegated. A list of users will populate based on the selected project. Type in the initial characters or the characters that are included - to find name of the concerned user.
Select from the available options to assign an task due date.
Existing Due Date - To keep the original task due date as it is.
Re-calculate days by actual distribution - To re-calculate the task due date based on the current date i.e. the date when the task is being delegated.
User Definition - To manually select a new task due date. The option to select a new task due date will be available when you move the slider to the extreme right, corresponding to the task details mentioned at the bottom of the same popup.
Click on 'Continue' to complete delegating the selected form tasks.
Click here for detailed help on how to delegate tasks while viewing the form.
Click here for detailed help on how to delegate tasks from distribution view in 'Field' tab.
Deactivate Form Tasks
Users on Asite having the privilege 'Can Deactivate Form Tasks - Own Org' / 'Can Deactivate Form Tasks - All Orgs' on a project can deactivate form tasks of users
on that particular project.
Follow the steps for accessing batch processing options, then click on 'Deactivate Tasks' to deactivate the selected form tasks.
The selected form tasks would get deactivated and a message will appear at the top side of screen stating number of tasks deactivated successfully.
Click here for detailed help on how to deactivate tasks while viewing the form.
Click here for detailed help on how to deactivate tasks from distribution view in 'Field' tab.
Reactivate Form Tasks
Users on Asite having the privilege 'Can Reactivate Form Tasks - Own Org' / 'Can Reactivate Form Tasks - All Orgs' on a project can reactivate form tasks of users
on that particular project (See Role Privileges for detailed help).
Follow the steps for accessing batch processing options, then click on 'Reactivate Tasks' to reactivate form tasks that are already deactivated from the selected distribution.
The selected inactive form tasks would get reactivated and a message will appear at the top side of screen stating number of tasks reactivated successfully.
Click here for detailed help on how to reactivate tasks while viewing the form.
Click here for detailed help on how to reactivate tasks from distribution view in 'Field' tab.
Next Collection: Using Right Click Options in 'Project Forms' tab