Depending on the needs of your form, you may want to allow approvers to be able edit certain fields on a form when it reaches their step.
To enable this, follow these two steps:
1. Mark a field as "editable by approvers".
2. Grant a later approver step "editing rights".
Note: This article applies to form owners and creators only; Please contact your district people admin or other point of contact if you believe you should have form creator access.
Step 1: Mark a Field as Editable by Approvers
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Log in to your account
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On the Manage page, click on your folder to navigate to the Responses page.
- Select the Document tab.
- Click on the field to open the grey field settings box
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Click on the "Editable by approvers" checkbox at the bottom to enable edits
Tip: You can toggle all editable fields to be visible by changing the Badge Option under more options to Show Editable by Approver.
Step 2: Grant Approver Editing Rights
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Log in to your account
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On the Manage Forms page, click on a form folder to navigate to the Responses page.
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Click on the Approve/CC tab.
- Navigate to the step that you'd like to enable editing rights on and click "Update Step"
- A popup will come up and next to Editing Rights select on or off and click Save.