Why would a form be missing from a user's mobile application?

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The typical reason a user wouldn’t see a form in their application or in their account would be because that form hasn’t been assigned to them. There are a couple of ways to remedy this if you’re an account, or department, admin. 

Assigning a Form from the Form Builder

You can assign users to a form when you’re in the Form Builder after updating or making changes to the form.

Advanced Form Builder

  1. Select Publish to device in the upper right corner of the screen.
  2. A modal will pop up on the screen first with Groups to assign the form to, if that is enabled, and then users to individually assign the form. 
  3. Check the box next to every user who needs the form and the option to Send Notification to users that a new version is available is in the lower left corner of the modal.
  4. Publish.

AFB_Publish_Assign_Modal.png

Builder BETA

  1. Save and then Publish in the upper right corner of the screen.
  2. A modal will pop up on the screen to individually assign the form to your users.
  3. Check the box next to every user who needs the form and the option to Send Notification to users that a new version is available is in the lower left corner of the modal.
  4. Publish to Device.

BETA_Publish_Assign_.png

Assigning a Form from the Forms Page

  1. Navigate to the Forms page.
  2. Select the ellipsis in line with the form you need to assign.Quick Links_Assign.png
  3. Select Assign.
  4. Select which users or groups you want to assign the form to, and determine whether you want to send a notification to the user.
  5. Save.Quick_Links_Assign_Screen.png

Assigning a Form from the User's Profile

This is a good option to quickly assign multiple forms to a user.

  1. Navigate to the Users page under the Account, or Department, drop down in the left navigation.
  2. Select the user’s name you want to assign forms to.
  3. Select the Form Assignments button.Profile_Form Assignment.png
  4. Scroll to the Assign Form(s) region. You can select individual forms, forms within folders, or all forms using the checkbox next to the Assign Form(s) label (uncheck the checkbox to deselect all).
  5. Determine if you want to send the user notifications about their form assignments.
  6. Save.Profile_Assign_Form_s_.png

Assigning a Form to a User Group

If you’re using group functionality to keep your users and forms organize, you may need to add the form to the entire group.

  1. Navigate to the Groups tab under the Account, or Department, drop down in the left navigation.
  2. Select the name of the group you want to assign forms to.
  3. Select the Manage Forms button. Groups_Group Forms.png
  4. Select the forms you want to assign to that group.
  5. Determine if you want to send the user notifications about their form assignments.
  6. Save.Groups_Manage_Forms.png

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