An IndustraForm section can be configured with a Submit button. The user designing the IndustraForm can decide whether the collected information requires submission.
The Submit button is grayed out until the following criteria is met:
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The required input fields are completed - Input fields can be configured as Required when the IndustraForm is designed.
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The invalid values are resolved - Some input boxes are only valid when certain criteria is met. For example, a temperature input box should only contain numbers, and a reading can only have a value within its valid sensor range. Input boxes with invalid values are highlighted in red and generally display an explanation below.
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You have the required permissions - The section edit and submission permissions can be restricted to a certain user or user group.
The Submit button is also grayed out when the IndustraForm's data is refreshing. We recommend
that you wait until the data is refreshed before submitting the section, but if you
suspect the refresh is frozen, to submit the section: Right-click the Refresh Data button above the IndustraForm and select Enable workflow during refresh. The Submit button can be clicked when the workflow is enabled.
Submit a section with flagged values
A section can be submitted even when it contains flags.
Input values that are valid, but are outside of the normal operating values may require attention. For example, when a tank’s level exceeds a certain point it may need to be addressed. j5 raises a flag on an input box when the entered value exceeds the configured normal operating values. Flagged input boxes are highlighted in orange and display an explanation for the flag below.
When you click Submit on a section that has flagged values, the Submit Section dialog box appears. You can write a comment (optional) or you can just confirm the section’s submission.
After submitting a section
A section becomes read-only after it is submitted.
If you want to edit the submitted section again, click Revise. The Revise Section dialog box appears. You must provide a reason for your revision and then click Confirm. The section becomes editable again.
By default, any user that could edit the section before it was submitted, can click
Revise. However, the section revision permissions can be restricted to a particular user
or user group.
If the section doesn't have approvals configured, the section’s status changes to Complete when the section is submitted. If there is no submit button, the section's status changes to Complete when all of the other sections in the IndustraForm are complete.