Forms

Forms (shown as tasks in QBO menus) open from a record’s page, from a worklist when you choose Next, or from a link in a notification. Each form belongs to the record it’s about, so everything you enter stays with that case, claim, or order.

Fill it in

• Required fields are marked. The form won’t let you finish until they have values.
• Formatted fields check what you type: dates (with a calendar), whole numbers, money, percentages, phone numbers, and ZIP codes.
• Dependent fields turn on only when another field has a value, and they’re only required when they’re on.
• Dropdowns list values from your system, such as statuses, people, or templates, so you pick instead of typing.
• Uploads let you add documents without leaving the form.
• Some fields are filled in for you from the record, such as an address or an amount. Changing a field that belongs to the record updates the record itself.
• Some fields have a Justify option. When you can’t meet a requirement, enter a reason instead.

Save, pause, or complete

The buttons depend on how your administrator set up the form:

Button	What happens
Save or Submit	Saves your answers and, by default, marks the form complete. Its work item is completed, and any workflow step waiting on it moves forward.
Pause	Saves your answers without completing. The form stays open and assigned to you.
Cancel	Leaves without saving.
Status buttons	One button per move you’re allowed to make, such as Submit for Review, Approve, or Reject.

When a status button sends the form to someone else, such as a supervisor, your work item is completed and a new one is created on their worklist. Moves to a final status, such as Accepted, end the chain. If you try a move your role doesn’t allow, QBO stops the save and tells you why.

Dates

Every form tracks three sets of dates:

• Estimated: when it’s expected, set when the form is created.
• Projected: your updated estimate. Setting a projected completion date and choosing Pause postpones the work item until that date.
• Actual: when it really started and finished.

QBO keeps the original projected date and counts how many times it has been changed, so managers can see which work keeps slipping.

Note

Labels and buttons vary by form, because each form template is designed by your administrator.