Queuing a form for someone to complete

Send a template to one or more users with an optional deadline, reminders and recurrence.

The Queued tab inside an area's Forms app is for "please complete this template by [deadline]". A queued form lands on the assignee's dashboard, sends them notifications, and shows up on the area's Calendar at its deadline.

Opening the queue dialog

From the Queued tab → primary button + Queue a form. The "Queue a form for completion" dialog opens (max-width about half the screen).

The dialog — 6 sections

  1. Form template — three scope tabs (All / This {{area}} / Shared) plus a search box. Pick a template; it shows a green tick when selected.

  2. Assignees — two multi-select pickers side by side: Required and Optional. Picking a user in one excludes them from the other.

  3. Deadline & completion — a datetime-local picker (optional) plus a Completion rule dropdown: Every required user must submit (each) or First submission completes it (first).

  4. Reminders — four switches: Notify on creation (on by default), 24 hours before (on), 1 hour before (off), Overdue alert (on). The time-based ones require a deadline.

  5. Recurrence — Don't repeat / Daily / Weekly / Monthly. Recurrence requires a deadline (the engine uses the deadline as the schedule anchor).

  6. Optional details — custom title shown to assignees, plus a notes textarea for instructions.

Validation messages

  • Pick a form template

  • Add at least one assignee

  • Deadline must be in the future

  • Recurring queued forms need a first deadline

What assignees see

  • On the Templates tab — an amber "Due in [time]" or red "Overdue" pip next to the template. See Queue pips.

  • On the Queued tab — the row shows up with a "For you" pill.

  • Notifications — the bell + email at create-time (if enabled), then at the configured reminder intervals.

Cancelling a queue item

On the Queued tab, the red trash icon on the right of each row cancels a queue item. The author and area moderators can cancel. A confirm dialog asks "Cancel this queued form? Assignees will be notified.".

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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