How do I allow reviewers to add information to a form during the workflow process?

At times you may have the need for reviewers--individuals assigned to approve or acknowledge a form--to provide information on the form itself. This information could be administrative notes,  an e-signature, or some additional information related to your particular form and/or workflow.

Below are some suggestions and best practices you may wish to consider as you need to collect information from reviewers:

• Office Use Only Section: You can create an Office Use Only Section that will allow you to hide fields and other information from the form submitter. These fields could include information that is private or information that might confuse the submitter.
• Label Sections Clearly with Who Should Fill Them Out: If a reviewer(s) needs to be assigned to populate specific parts of a form, put all of their fields in a single section with a label that indicates who should fill them out. For example, if the HR Office needs to provide information on one of your forms, create a section with all of the fields that the office needs to fill out, and label the section, “HR Office.” This will make it easier for the appropriate reviewer to identify their responsibilities. These sections may or may not be Office Use Only Sections and could include the signature gadget that requires the e-signature of one of these reviewers.
• Form Edit Controls: Form Edit Controls allow you to determine who should be able to view or edit certain sections of a form and when. When assigning specific fields/sections to reviewers you may wish to adjust who can edit and view those sections during the workflow process.

Note: There is not a native way in Build to “assign” sections of a form to a reviewer. A best practice for this is to clearly label sections with who they’re assigned to (see above) and to provide training or an instruction guide to your reviewers beforehand.