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.
Why Submissions Matter
A submission is more than a filled-in form ΓÇö it is the record that the step was completed and how. Each submission is stored with its data and a timestamp, which is what makes your process history auditable and your form data reportable. That is why validation runs on submission: the record that gets stored should be complete.
Submitting a Form
Quick Steps
Open the process ΓÇö 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 form submissions triggers the start of a workflow. This navigates you to the workflow page. The new submission appears in the form's submission list/history with the correct data and timestamp.
Saving Progress Without Submitting
Not every form can be completed in one sitting ΓÇö someone filling in an incident report may need to chase details first. Save Progress lets them keep their work without creating a half-complete record:
While submitting the form, scroll to the bottom.
Select Save progress and continue later (not Submit)
The form is saved and you are navigated to the workflow page.
To continue:
Select the Workflow icon in the right-hand side diagram content menu. A list with all active workflows will appear.
Select the desired workflow to open the workflow page.
Select the Current Task tab at the top. The current task details, including the saved form will display ready for completion.
Important: "Save Progress" does not validate required fields - it saves whatever has been entered. Validation only runs on submission. Saving progress starts the workflow and shows it as Active in the workflow status report; only submitting validates required fields and completes the record.
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.