Overview & background
Each type of Project User has unique authorization to create, view, or edit forms and delete or reopen submitted forms. The permissions of each type of Project user that can take on the Forms feature are detailed below.
Who can create, view, edit, delete, re-open and push forms
Forms Permissions by project user type:
Note: If you are working on an RFI and there are people on the 'Distribution list' (see below) both Admins and Members can view the form. A Follower would have to be the form creator/assignee and on the 'Distribution list' to view the RFI:
Who can view my form?
If the form can still be edited (is not in the 'Submitted' state or is still in the 'Open', 'Pending' or 'Draft' state), then Project Admins, the form creator, and the form assignee can view the form.
If the form is no longer editable (If the form is: 'Submitted', 'Closed', or 'Void'), Admins, Members, and the form assignee can view the form.
Who can delete forms?
Only Project Admins can delete forms.
If I delete a form, can I get it back?
Currently, it is not possible to recover deleted forms or form information.
Why can't I edit my form?
It is likely the form was 'Submitted' or finalized by changing the state to one that is locked, which means the form is no longer editable. To edit it, the form status must be changed back to the 'Draft' state. Only Project Admins can "Un-submit" or Unlock forms so it may be necessary to contact a Project Admin to revert the form back to a 'Draft' state.
Account form templates
The Account owner and managers have access to the 'Templates' tab from the projects dashboard and are able to adjust the content of the account form templates. Project Admins can then pull the account form templates into projects, or push form templates to the Account. Take a look at this article for more information: Account Form Templates
Note: If you are not seeing the Form Templates in your Projects as is shown in the video above, you may need to check the status of the Account Form Template on the Account Home page. In order for the Forms Template to be pulled into the Project from the Account, the Status of the Template needs to be changed from "Unpublished" to "Published".