Using Forms

This guide covers the end-user workflow for browsing forms, initiating submissions, filling in data, and processing submissions through the Maker–Checker–Approver lifecycle.

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Accessing the Form List

1. Open the Form Builder portal (for example, https://form-las.ledger.raralabs.dev).
2. The Form List tab loads by default and shows all forms you are authorized to use.
3. Each row displays:
   • Form identifier — slug name (for example, initiate_las, approve_loan)
   • Form name — display title (for example, Initiate Loan Against Share, Approve Loan)
   • Description — optional subtitle
   • Pending count — number of submissions awaiting action (for example, 17 pending)
   • + button — initiates a new submission

Searching for a Form

1. Click the Search bar at the top of the page.
2. Type part of the form name or identifier.
3. The list filters to matching entries.

Switching to Schedule List

1. Click the Schedule List tab next to Form List.
2. View and manage scheduled form-related tasks.

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Initiating a New Form Submission

There are two ways to start a new form:

From the Form List

1. Locate the form in the Form List (for example, Initiate Loan Against Share).
2. Click the + button on the right side of the form row.
3. The form opens in the render view.

From Form Usages

1. Click a form row in the Form List to open its Form Usages page.
2. Click + Initiate Form in the top-right corner.
3. The form opens in the render view.

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Filling In and Submitting a Form

1. The form render view opens with the form title at the top (for example, Initiate Loan Against Share or sumo-user-guide).
2. Complete each field displayed on the form. Examples from the reference workflow:

Field	Description	Example Value
BOID	Customer Beneficiary Owner ID	34455
Account Number	Customer account number	1225751266207001
Reference	Business reference identifier	34
Full Name	Customer or applicant name	Shiva

3. Click Save to submit the form.
4. The linked process stage executes with the submitted data.
5. A success or error notification appears at the bottom of the screen confirming the result.

Note: If the configured process stage is not allowed for the current user or environment, a server error notification displays (for example, Stage cic_info_save Not Allowed).

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Viewing Form Submissions (Form Usages)

After initiating or selecting a form, the Form Usages page shows all submissions for that form.

1. The page title reads Form Usages — (identifier) Form Name (for example, Form Usages — (initiate_las) Initiate Loan Against Share).
2. Use the tabs and filters to navigate submissions:

Control	Purpose
Pending tab	Shows submissions still in the workflow
Completed tab	Shows finalized submissions
MAKE button	Filters submissions at the Make stage
CHECK button	Filters submissions at the Check stage
APPROVE button	Filters submissions at the Approve stage
View button	Adjusts table display options

3. The submissions table displays columns based on form configuration. Common columns include:

Column	Description
Ref ID	Unique reference identifier with a status badge (for example, 01K... CHECK)
BOID	Beneficiary Owner ID from the submission
Account Number	Account number from the submission
Full Name	Name field from the submission
Created by	User who initiated the form (for example, admin)
Actions	Row-level action buttons

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Processing Submissions (Checker / Approver)

When a submission is in your workflow stage, use the Actions column to process it:

Edit

1. Click Edit (blue pencil icon) on the submission row.
2. Modify the form data as needed.
3. Save the changes.

Approve

1. Click Approve on the submission row.
2. The submission moves to the next workflow stage.
3. A success notification confirms the status change (for example, Status Changed Successfully or Task updated).

Note: Approval is restricted by user type and role. If your user type is not authorized, an error displays (for example, admin user type cannot approve this form).

Reject

1. Click Reject (red button) on the submission row.
2. The submission is declined and removed from the pending queue.

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Signing Out

1. Click the gear icon in the top-right corner of the header.
2. Select Sign Out from the dropdown menu.

Additional menu options include Settings and Schedule Settings.

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Common End-User Controls

Control	Location	Purpose
+ Initiate Form	Form Usages page (top right)	Starts a new form submission
+ button	Form List row (far right)	Quick-initiates a form from the list
Save	Form render view (bottom right)	Submits entered form data
Edit / Approve / Reject	Form Usages table Actions column	Processes a pending submission
Pending / Completed	Form Usages tabs	Filters by submission status
MAKE / CHECK / APPROVE	Form Usages workflow buttons	Filters by workflow stage