Plan Forms
      Back to home
      1. Via TRM Knowledge Base
      2. Via Travel
      3. Plan Forms

      How do I change the State of a Plan Form (Template)?

      An Plan Form, one of the three different Form types, is a questionnaire created by an Admin to be associated with an internal term or suitcase for Travelers to fill out when clicking Apply Now on a program brochure.

      Plan Form can be accessed by doing the following:

      1. Click Builder in the main navigation menu
      2. Click Plan Form 
      3. Under the Form Types menu, Click Plan Form
      4. Select the current Template state of your desired template

      Plan Form can be in one of 4 'States' - Draft, Published, Unpublished, Archived.  Click here to learn more about Form 'States.'

      Once an Plan Form is Published, Unpublished or Archived, it cannot be returned to a Draft State.


      All Plan Forms start in a Draft state when first created. Draft state is the Admin's working state and has never been available or visible to Travelers. Published, Unpublished and Archived Forms cannot return to Draft state.

      Published Plan Forms are available to be added to a Travel Plan.

      To change the state of an Plan Form…

      1. Click Builder in the main navigation
      2. Click the Form Type Plan Form
      3. Click the desired Plan Form name
      4. Click Preview & State at the top of the page
      5. Change the state on the left to Published, Unpublished or Archived
      6. Click Save
      7. Click Back to All Forms to return to the list of all forms





       

      To change the state of an Plan Form from the Form Builder view…

      1. Click Builder in the main navigation
      2. Click Plan Form
      3. Click Draft, Published, Unpublished or Archived to find the desired Plan Form
      4. Select the checkboxes of your desired Plan Form/s
      5. Click Update State
      6. Select the desired state
      7. Click Save