05. How to attach forms to an activity

This document will help you understand how to attach a form to an activity. Multiple forms can also be attached to the same activity.

1.   Click on the case icon from left navigation panel. It will take you to the case summary page.

2.   From the case summary page select any case you want to attach a form to.

3.   After selecting a case it will take you to case board where you will find all the programs and activities. Select the activity on which you want to attach form.

4.   Clicking on an activity tab will take you to activity information page where you can edit the information about the activity. Scroll down and you will find 'Forms'. Click on the forms to attach a form on to the activity.

5.   When you click on form bar it will show you all the forms available in the system. Click on any form to select it.

6.   You can select multiple forms by clicking on the forms bar.

7.   Click on Save to save the changes.