Resource center/Forms
Visual guide

Close a form

Move an issued Custom Form to Closed and verify its detail, activity and list status.

3 minutes
Product screenshot: Close a form
Step by step

Follow each step on screen

  1. 01

    Open the form and confirm that it is Issued.

    Step 1: Open the form and confirm that it is Issued.
  2. 02

    Select Close in the top bar.

    Step 2: Select Close in the top bar.
  3. 03

    Verify that the detail status changes to Closed.

    Step 3: Verify that the detail status changes to Closed.
  4. 04

    Check that the comments section says Comments closed.

    Step 4: Check that the comments section says Comments closed.
  5. 05

    Review form Activity for Created, Issue and Close.

    Step 5: Review form Activity for Created, Issue and Close.
  6. 06

    Return to the list and verify CLOSED beside the form number.

    Step 6: Return to the list and verify CLOSED beside the form number.
FAQ

Frequently asked questions

What was verified and what remains untested?+

Close changed the status directly without a visible confirmation dialog. Reopening and closing other form types were not tested.

Keep learning

More about Forms

5 min

Fill in and follow a form

View resource
4 min

Create a form from a Perfour type

View resource
3 min

Issue a form

View resource