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Mark the Form Builder Stage as Complete

This guide explains how to officially complete the Form Builder stage, finalizing all collected inputs and preparing the project for the Multi-Party Project Assignment (MPPA) stage.

When to Mark the Form Builder Stage as Complete​

You should complete this stage when:

  • All form fields have been filled correctly.
  • The variables needed for MPPA or other automated stages are finalized.
  • You want to lock the responses and move to the next workflow step.

To Complete the Form Builder Stage​

Once all required fields are completed, you can mark the Form Builder stage as complete to finalize input and trigger the next workflow step.

  1. In Form Builder, click the Stage Home tab.
  2. Click Submit and Complete to Mark Stage As Complete.
    This action locks all responses and variables associated with this stage, preventing further edits.
    Mark the Form Builder Stage as Complete
  3. In the modal that appears, choose how to notify the project team:
    • Update the entire project team: Enter a message for all team members.
    • Update specific team members: Select individual members and enter a message for them.
    • Don’t send an update
  4. Click Confirm & Continue to finalize the stage.
    Mark the Form Builder Stage as Complete 2
If Multi-Level Step Approval Routing is configured, the approval process will be available to initiate once the stage is complete.

See Also​

To complement your knowledge of this process, check the following pages: