Reviewing and accepting form submissions

When someone submits a form, it does not change anything automatically — it waits for you. Accepting a submission is the moment its answers flow into Vianney.

Find the submissions

• 1. Open the Forms tab. The Submissions button at the top shows how many are waiting across every form; click it to see them all in one queue.
• 2. Or, for one form only, click Submissions on that form's row (or its pending count). show every form takes you back to the whole queue.
• 3. The queue opens on Pending. The chips above the list — All, Pending, Accepted, Rejected — change what you are looking at, so a submission you have already dealt with is still there under Accepted or Rejected.
• 4. When the queue grows, the search box looks in the name, the form's title, and the answers themselves, and the sort dropdown offers Newest first, Oldest first, Name A–Z, or Form A–Z. A small count beside them tells you how many of the total you are seeing.

Review and accept

• 1. Click Open on a submission to see every answer laid out under its own label; Close folds it away again.
• 2. Click Accept. What happens next follows what the form feeds into, and Vianney tells you plainly what it is about to do before it does it:
• Funeral — Vianney offers a Suggested match (the case it is likely about) with every open case in a dropdown, the likely one marked. Confirm or change it, then click Attach & accept and the answers are written onto that funeral case.
• Wedding — a matrimony case is created from the answers, with your parish's preparation steps already cloned onto it. See Starting a wedding case.
• New member — a household is created provisionally; you add the individual people afterwards from the household's record.
• Baptism, or None — review only — the submission is marked accepted and its answers stay on it for reference.
• 3. To decline, click Reject. Vianney asks for an optional reason, kept privately on the submission.

Tips

• Identity is never assumed — nothing is attached to a case or a household until you confirm it, even when a match is suggested.
• Once you have acted, the submission carries a line showing who accepted or rejected it and when, plus where the answers went. For funerals, see Linking a funeral planning form.
• Where a submission has one, an open completed form link shows the filled-in form exactly as the parishioner saw it.
• Reading the answers is open to anyone with the Forms module; Accept and Reject need the accept permission, so the buttons simply aren't there for staff without it — see Roles and what each can see.
• Deleting a form keeps its submissions, so accepting one later is still possible — look for it in the all-forms queue rather than on the (now removed) form's row.