2.3 Create and Complete Form Submissions

Use form submissions to fill out project forms, collect required information, and move the form through the assigned workflow.


A form template must be available in the project before you can create a submission. When you create a submission, the most important step is assigning the right members to each workflow step so the people responsible for completing the form can access their part.


In this article


Before you create a submission

Before creating a submission, make sure the form template has been added to the project.


Form submissions are created from project forms. If a template only exists in the company Library area, it still needs to be added or copied into the project before project members can use it.


Each project can have its own Team Tags. Before creating the submission, check that the project members who need to fill out the form have the correct Team Tags for this project.



Review team access

When you create a submission, GoBuid shows the workflow steps and the Team Tags assigned to each step.


Use this review step to confirm:

  • Which steps are included in the workflow
  • Which Team Tags are assigned to each step
  • Which members currently have access to each step
  • Whether the right project members are included before the submission is created

If a member is missing from a step, check whether they have the correct Team Tag in this project.




Assign members to workflow steps

Select Assign Members on a workflow step to choose which project members should be assigned to that step.


Members are grouped by Team Tag. Choose the Team Tag first, then select the members who should complete or review that step.


Assigning members correctly is important because the submission will notify the selected members and give them the right context for their part of the workflow.


When assigning members, check that:

  • The member belongs to the correct project
  • The member has the correct Team Tag for that project
  • The member is assigned to the correct workflow step
  • Each required step has at least one responsible member

[Image: Show the Assign members panel with Team Tag selection and member list]



Confirm submission settings

After reviewing team access, confirm the submission settings.


Depending on the form setup, you may be able to:

  • Set a submission due date if needed
  • Notify members before the due date
  • Review the assigned members before creating the submission

When you select Create, members linked to each workflow step in the project will be notified so they can stay up to date.




Create and complete the submission

After the submission is created, assigned members can open the submission and complete the workflow steps assigned to them.


Depending on the form setup, members may need to:

  • Fill out required fields
  • Upload files or photos
  • Add a signature
  • Review information entered by another user
  • Submit their step to move the workflow forward

The submission follows the workflow configured in the form template.



Why a member may not see a submission or workflow step

If a member cannot see a submission or workflow step, check the project setup first.


Common reasons include:

  • The form template has not been added to the project.
  • The member is not part of the project.
  • The member does not have the correct Team Tag in this project.
  • The member was not assigned to the workflow step when the submission was created.
  • The workflow step is assigned to a different Team Tag.
  • The submission has expired based on the template’s validity setting.

Because Team Tags can be different across projects, confirm the member’s Team Tag in the specific project where the submission was created.


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