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Associate a Review Comment of a File and Create a Form (from Comments Listing)
Associate a Review Comment of a File and Create a Form (from Comments Listing)

This article helps you understand how to associate a review from comments listing and create a new form.

Updated over a month ago

Below are the steps to associate a file review from comments listing and create a new form:

1. Go to the 'Comments' view in Files tab. Select the project folder containing the file reviews to be associated with a new form. The option to associate a review and create a new form is only applicable for review enabled projects.

2. Select the file reviews to be associated with a new form, do a right click and select 'New' --> 'Project Form'. This will enable you to create a new project form, with the selected file reviews associated to it.

3. A list of active form types will populate based on relevant form settings configuration. Click on one of the form types to create that particular form. You can also enter a keyword to search for required form type by 'Form Name', 'Form Code' and 'Project Name'.

4. The interface to create form will appear. Certain options may only be available based on relevant form settings configuration. Enter required form details as needed. Associated file reviews will appear at the bottom of 'Create Form' screen.

5. Enter required details as per form design. Click here for further help on how to create a form and available additional options while doing so (See steps 5 and 6).



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