How to edit or re-dispatch a form submission after its initial completion

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If a form has already been submitted, but you need the user to make corrections or complete unfinished parts of the form, you can re-dispatch the form to the user or even edit it directly in the FastField Portal.

Re-dispatch a submitted form

  1. Log in to the FastField Portal.

  2. Go to the Data & Analytics tab on the left navigation panel and select Submissions.

  3. Select the Actions button to the left of the submission you would like to re-dispatch for editing. Then select Dispatch.

    Actions menu showing the Dispatch option for a submission

  4. Enter a title and description of the dispatch.

  5. Assign the user(s) you would like to re-dispatch your form to from the dropdown menu or enter their email address(es).

    • If you are typing, the field will auto-populate a list of possible users.

    • You can also enter more than one external user's email address separated by commas.

    • Warning

      You may be billed for each submission. Learn more about external dispatch pricing.

  6. You now have the option to assign a project name, due date, status, and priority level for the dispatch.

    Dispatch options panel showing project name, due date, status, and priority fields

  7. Assign a location (optional).

  8. If you would like the user to receive an email notification for the dispatch, select Email under Type and fill out the title and message details/body (or keep the default text).

    • If you do not want to send a notification, select None under Type.

  9. You now have the option of pre-filling out any parts of the form before dispatching.

  10. Select Send Now if you're ready to send out this dispatch.

Edit a form from the portal

Submissions page showing the Actions button for a submission

  1. From the Submissions page, select the Actions button next to the submission you would like to edit.

  2. Select Edit Submission to open the form editor.

  3. From here, you can make any necessary changes.

Note

Both Edit Submission and Dispatch Submission will not create new submissions but will allow you to make edits to the existing submission. This means that no new submissions will be created; rather they will replace the old submission.