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Submitting a Dynamic Form

Fill in, save progress, and submit dynamic forms linked to process activities.

Written by James Ross

Overview

Once a dynamic form is published and linked to a process activity, users can fill in and submit the form. This article covers the submission process, saving progress, and required field validation.

Submitting a Form

Quick Steps

  • Open the process - it needs to be published in order to submit a form.

  • In the right-hand side diagram content menu, navigate to the process objectives.

  • Select the form icon

  • Click Submit

  • The form opens in submission mode with all fields displayed.

  • Fill in all required fields (text, number, date, dropdown, checkbox, etc.)

  • Click Submit.

  • A confirmation message appears.

The new submission appears in the form's submission list/history with the correct data and timestamp. Open the submission to verify all field values are displayed correctly.

Saving Progress Without Submitting

If you need to partially complete a form and return to it later:

  • Open the form for submission

  • Fill in some (but not all) required fields

  • Click Save Progress (not Submit)

  • A confirmation appears that progress has been saved

  • Close the form

When you reopen the form, your previously entered data is restored. You can then complete the remaining fields and submit normally.

Important: "Save Progress" does not validate required fields — it saves whatever has been entered. Validation only runs on submission.

Required Field Validation

When you click Submit, the form validates all required fields:

  • Leave all required fields empty and click Submit → validation errors appear on all required fields

  • Fill in one required field and click Submit → error clears for that field but persists for remaining empty required fields

  • Fill in all required fields and click Submit → form submits successfully

Form Submission Page Layout

The submission page is designed for usability:

  • The form occupies the full available width

  • Field labels and inputs are properly aligned

  • The layout adapts responsively when the browser window is resized

  • Action buttons (Submit, Save Progress, Cancel) have consistent heights

Further Information

For the approval workflow after submission, see Approving and Rejecting Form Submissions. For exporting submissions, see Exporting Form Submissions as PDF.

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