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More Menu for Process Forms

The More button drop down menu on a process form has a variety of handy options.

  • Archive: Allows archiving the currently open form.
  • Trash: Will move the currently open form to the trash bin
  • History: Shows the history details for the form.
  • Archived fields: Shows a list of archived fields for the template.
  • Special edit: Special edit ignores all field security rules and field groups. Only available to users with process design privileges and should not be used for routine editing.
  • Force a trigger: Cause any valid action trigger/status trigger to fire.
  • Evaluate: Run an evaluate on the current form
  • + Add myself: Add yourself as a participant to the form
  • Setup: Access the setup menu for the host process of the form

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