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CM Customer Ideas Portal
Created by Guest
Created on Mar 28, 2024

Inactive forms to be made inactive to completion if assigned to a client

Currently when a form is made inactive unless you go to each person with a form and click do not allow completing in CM mobile the form stays live so staff are able to recreate the form and add data.

Customer Challenge

When the form is inactive this should potentially make all in use forms inactive and prevent staff from being able to complete the form.

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  • Admin
    Shy Ghani
    Reply
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    Apr 23, 2024

    The scenario is here when a version of a form is made inactive in form builder(for example, V1 of the Care Plan) if the form has been assigned to client records currently a manual process is required to update the form to be 'not completable' within CM mobile.

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