View Form - View a Saved Application

  WorkspacesThis topic relates to Journey Workspaces   |     Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers   |     18.11This topic was introduced with the 18.11 release   |     19.11This topic was updated for the 19.11 release

Some of the actions you perform in Workspaces rely upon you being able to see information entered and saved by an applicant; for example, when responding to a customer inquiry. The View Form action allows you to view a saved application. To view an application that has been submitted, see Receipt.

To view a form, you must be in the Helpdesk or Assisted Channel space. When you view a form, the information entered by the applicant is displayed in the same form used to capture that information. Viewing a form differs from viewing a receipt in that the form is not read-only. When you view a form, you can enter or update application information to help the applicant to complete their application.

To view a form from a List screen:

1. Select the Helpdesk or Assisted Channel space.
2. On the List screen, locate the item that you want to view in the item list.
3. Point your cursor at the item – the available actions appear at the right-hand side. If you see the (Receipt) icon, the item relates to a submitted application – see Receipt for details about how to view a submitted application. Otherwise, you will see the (View Form) icon indicating the application has been saved but not yet submitted.
4. Click (View Form) – a window opens displaying the application in the same form used to capture the original information. Scroll bars are available to allow you to access the full page, and you can use any navigation tools on the form to access all of the application.

To view a form from a Details screen:

1. Select the Helpdesk or Assisted Channel space.
2. On the List screen, locate the item that you want to view in the item list, then select it to display the application details.
3. On the Details screen, the View Form action will be available if the application has been saved but not yet submitted. However, if the application has been submitted, the Receipt action will be available instead. For details about how to view a submitted application, see Receipt.
4. Click View Form – a window opens displaying the application in the same form used to capture the original information. Scroll bars are available to allow you to access the full page, and you can use any navigation tools on the form to access all of the application.

Regardless of which page you opened the form window from, when you're finished accessing the form, click  (Close) in the top-right corner to close the form window and return to the page you started from.