Form Schedules

Form schedules allow you to schedule when a form instance is created. Team members assigned to the form, and included in the distribution list for the initial status of the form, are notified when the new form instance is created so they can complete it as needed.

In order for project team members to receive notifications when the form is created, they must be added to the distribution list for the corresponding form template and assigned to the initial status of the form. For instructions on assigning a distribution list or individual to a form, see Assign a Distribution List to a Form Template at the Project Level.

For instructions on creating a form schedule, see Add a Form Schedule. Once you have created form schedules, you can edit or remove them as needed and filter the list on the Form Schedules page.

Note: Only project users with "Configure Form Templates" permissions have access to Form Schedules.