Add a Form Schedule

You can add a form schedule to designate when a form instance will be created so that the assigned project team members can complete it.

You must have "Configure Form Template" permissions in order to add a form schedule.
  1. Click on Forms in the header.
  2. Click the Form Schedules tab.
  3. Click the Add button. to open the Add Form Schedule window.
  4. In the Select Type field, select the type of form for which you want to create a schedule.
  5. In the Select a Form Template field, choose the form template that you want to use.
    Form template names display in the following format: Form Template Name (Form Template ID) - Form Version. For example, JobForm (10035) - v(2).
  6. In the Description field, enter a description for the form schedule.
  7. In the Start Date field, click to select a start date for the form schedule. The new form instance is created on selected start date.
  8. In the Repeats field, click Never, Weekly, or Monthly to indicate whether to repeat the new form instance on a regular interval.
    If you selected Weekly, configure the following options:
    1. In the Choose Days section, click the day(s) on which you want the form to be created.
    2. In the End Date field, click to select an end date for the form schedule.
    If you selected Monthly, configure the following options:
    1. Choose when to repeat the form instance:
      • By the day of the month: Select the day on which you want the form to be created each month. For example, select 1 if you want the form created the first day of the month.
      • By day of the week: Choose the week in which to create the form each month. Then select the day on which you want the form to be created. For example, to create the form the first Monday of each month, select 1st (week of the month) and then select M (for Monday).
    2. In the End Date field, click to select an end date for the form schedule.
  9. Click Create.
The new form schedule appears listed on the Form Schedules page. Note that the form schedule is given a unique reference number that you can click to access the form schedule details.