Create, Fill Out, and Submit Forms

There is a 3-part workflow for completing a form in Autodesk® Build: creating the form, filling out the form, and finally submitting it.

Depending on how the form template was configured:

• All three steps could be done by a single person. Or multiple people can create a form and contribute to it, either in sequence or in parallel.
• Assigned form reviewers may also be able to see a form in progress. When filling out a form, you'll be able to see if your form is visible to reviewers before submission.

For more details on template configuration, see Create Form Templates.

In this topic, you'll learn how to:

• Create Forms
  • Save a Form

Create Forms

1. Navigate to the Forms tab of the Forms tool.

2. Click Create Form and select the template you'd like to use.

   The drop-down menu will show available templates, and you can use the search bar to find specific templates by title.

   Note: You must have Editor or Manager permission on a form template to create a form from it.

   

A form is in the In Progress status before it's submitted. If the form has section assignees, all assignees will receive a notification that there is a form with a section they are assigned to.

Learn about filling and submitting forms in Fill Out and Submit Forms (Web).

Save a Form

Once you create a form, you have three options. You can:

• Submit the form
• Delete the form
• Keep it in progress to complete later

To keep a form in progress to complete later, you can do the following depending on the type of form:

Forms with sections

• Simply navigate away from the form
• Click the Forms link on the top-left part of the form. Doing this will take you back to the main forms log.

PDF forms: Click Save at the top-right corner of the form.