What are form states?

At any given time, a form is in one of three states: open for edits, submitted, or locked. These states affect the behavior of the form, and who can access it.

Open for edits

These forms are currently with a customer to either make changes to an existing form to resubmit, or to complete a new form an agent has attached.

• If desired, the person editing a form can save their progress without submitting it.

• If the form has linked fields, any changes made to a linked form field will automatically update its linked Jira field (and vice versa). Learn more about linking form fields and Jira fields.

Submitted

These forms have been completed by the person filling out the form.

• If desired, agents can select Edit to make changes to a submitted form in the issue view, or they can select Open customer edits for customers to make changes in the portal.

Locked

These forms can only be viewed by customers or agents once they are submitted. Changes such as editing or deleting a form can only be made by project admins. Learn more about form settings

• If desired, admins can select Edit to make changes to a locked form in the issue view, or they can select Open customer edits for customers to make changes in the portal.