While you can add a form from a case, a person, or an organization, there may be a situation where you need to add a form for a caseworker to handle later.
The work items feature lets you bypass the connections requirement and add a form from the user overview page (plant icon) that appears when you first log in. You won't need to add connections; you'll just route the form to the worker as a work item.
To route an in-progress form to a worker
Click + New at the top right.
Click Form.
The Add a form window appears.Choose a template for the form, then click Next.
The form opens.Fill out the form (for help, see Filling out the form).
Once you're ready to send the form to a worker, click Create a work item in the right-hand panel.
In the window that appears, you can add a due date, flag the work item if it's high priority, and add a comment to the work item. Then select the worker(s) you'd like to receive it.
Note: If you see values in the window that appears, the form has been configured by your agency to have work items with default values.
Click Create to route the in-progress form to the appropriate work items list.
Tip: The work item will be connected to the in-progress form if you create it from the Create a work item button. If you create the work item from the window that appears when you click Finish, it'll be connected to the finished form once you click Confirm finish. This also means that two sets of default work item values could be configured by your agency for the in-progress form and finished form. Once someone finishes the form, they can no longer edit it, but it'll still appear as a content item in the work items list.