Form Actions: Copy and Cancel (via the Form Log)

📘 Form Actions: Copy and Cancel (via the Master Form Log) Overview
 

Ontraccr allows you to perform direct actions on submitted forms from the Master Form Log using the three-dot menu (⋮) beside each form entry. Two important actions available here are:

• Copying a submitted form
• Canceling a form (and its downstream workflows)

These actions are useful for saving time and for managing workflow interruptions or resets.

🧭 Where to Find the Actions

1. Go to Documents → Forms → Log
2. On the far right of any submitted form row, click the three vertical dots (⋮)
3. A small menu will appear with available actions

📝 Action #1: Copy a Submitted Form

What It Does

• Opens a new version of the form pre-filled with data from the selected submitted form
• Allows you to resubmit with minimal effort, especially useful when submitting similar data repeatedly

How to Use

1. Click the ⋮ icon next to the submitted form
2. Select Copy
3. A new form window will open with all previous data pre-filled
4. Make any changes if needed, then click Submit

🛑 Action #2: Cancel a Form (and All Downstream Workflows)

What It Does

• Immediately halts all downstream actions triggered by that form submission
• This includes:
  • Pending emails
  • Approval workflows
  • Timesheet updates
  • Dispatches or scheduled shifts
• Removes the form from assignee queues and stops further processing

How to Use

1. Click the ⋮ icon next to the form
2. Select Cancel
3. Confirm the cancellation in the prompt that appears

📌 You must have permission to cancel workflows to perform this action.

🔄 Common Use Cases

• Copy:
  • Submit recurring forms (e.g., weekly inspections, standard checklists)
  • Create a quick duplicate for slight modifications
• Cancel:
  • Abort forms with incorrect or outdated data
  • Clear assigned or approval tasks stuck in a user’s queue
  • Reset workflows when processes change mid-stream

⚠️ Important Notes

• Once canceled, no automated actions will run, and the status is updated accordingly in the audit trail
• Only submitted forms (not drafts or unsubmitted ones) support these actions
• The Copy function does not retain the original form ID—a new ID is generated upon submission