From June 2019, you can customise the form Toolbar to include a tool to Bulk update the status of the forms related to it.
Configure the Toolbar
- Go to Configure then Document types
- Select the Document type you want to configure this option for
- Tick the Bulk Update Status for Linked docs button. (You can customize the name of the button if required)
- This adds the option to the Toolbar as shown below
Bulk Update Status of Linked Forms
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If enabled by your administrator, you will have access to a Bulk Update the Status for Linked Forms tool.
To bulk update the status of linked forms:
1. Go to the required form.
2. Click on the ... Button, then Bulk Update Status for Linked Docs.
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3. You will be shown a list of the Form types
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linked.
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4. Select the form type you would like to
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bulk update.
5. It will then list the forms with their current status.
6. Select the status you would like to change the forms to and click Update.
