Smart Form Action Button Instructions

Last updated
Save as PDF

Action Button	Function	Special Requirements
Save	Save form. Status change to Draft / Form becomes read mode / System process computer field
Edit	Edit form
Submit	Submit form to MR/s
Approve	MR to Approve form and status changes to Complete
Approve to Draft	MR approves form and send form back to initiator with email notification	Only works on form workflow
Re-assign	Allows MR to re-assign from to another MR/s
Update Initiator	Re-assign to another Initiator	Only works for Initiator in Draft document
Close	Close browser tab or window
Reject	MR reject form back
Sign-off	Used for Sign Off when a Review Workflow is Used, i.e. either Initiator Review or MR Second Review
Document Security	Smart form Confidentiality
Create PDF	Export form opened on browser to PDF	Only export form that you opened on browser
New Action	Raise smart form default action
New Sub Form	Raise sub form
Email Link	Send form link to others
Push
Generate
Complete & Schedule	Used as part of Scheduling Workflow to trigger the next Forms scheduled creation.
Export to Word	Configure XML and export to word
Export to Word (Hardcode)	Hardcode word export function for NSW Police use only
New Schedule	Smart form schedule function
Print All	Export all forms to PDF	Includes sub-form/s and Action/s
Create Risk Assessment	Create Risk Assessment form (Link to Risk Module)
Send for Initiator Review	Send smart form to initiator
Audit	Records Audit on audit trail Form status change to Accepted
Re-open	Re-open completed smart form	Only works for Superuser Form must be completed
Delete	Delete form	Only works for Superuser
Export to PDF	Export forms and sub-forms to PDF
Unlock	Unlock smart form manually
Import data from Excel	Import data from Excel file	Only works for Superuser in draft form
Acknowledge	Initiator acknowledge from and send email to MR	This function only works first review workflow
Import data from excel (for General User)	Allows general user import data from excel file	Only works for initiator Form is in Draft status
Submit All	System makes copy from master form base on role Form sends out automatically to each one on the role with unique reference number	Only works on Role based MR
Save and Continue	Save form. Status change to Draft / Form still in edit mode / System process computer field
Recall	Reallocate MR/s. Allows initiator to re-assign to another MR/s
Update from Status	Update smart from status	Only works for super user
Add to favourites	Add from to favourites list	Doesn’t support Draft form
Remove from favourites	Remove form from favourites list	Doesn’t support Draft form
Copy	Creates a copy the SMART Form and/or Sub-form/s	Copy SMARTForm must be enabled on the Form Template. Who can make the copy must be configured within the form template. The option to allow end user to create copy of sub-form/s must be enabled in the form template.
Home Page	Open Landing Page