What is covered in this article?
Why is this Important
After forms are submitted, they go through a process where the form status can be set to finalised/finalized and once set, the form can no longer be edited. Under certain circumstances, whether it was done too early, or another edit needs to be made, you need the ability to unfinalise/unfinalize in order to make further changes.
How to Unfinalise/Unfinalize a form
Perform the following steps to allow you to get back into edit mode
- Go to Form Entries > Apply Forms
- Locate the student that has been finalised/finalized
- Click the Student Name or pencil icon to access the details
- Click anywhere on the Form Status bar to edit the form
- A dialog will be displayed allowing you to optionally update the Student Status
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Click Unfinalise/Unfinalize
Note: On clicking the Unfinalise/Unfinalize button Enquiry Tracker will sync the Student Status so it matches in Pipeline, this will keep the Student Status in Sync. The status is always sync'd whenever a form is Finalised/Finalized or Unfinalised/Unfinalized.
The activity log will also be updated anytime a form is Unfinalised/Unfinalized. Read this article, which allows you to specify an activity when a form is Finalised/Finalized
- You are now able to make the necessary edits