Admins configure Departments and control which forms can be shared between them, so one team can securely own and update a form while other Departments use it.

Share forms with other Departments

To share forms with another Department, follow these steps, regardless of your account view:

1. At the top of the left navigation, expand the dropdown menu indicating the current Department and select the one with the form that will be shared.
2. In the left navigation, click Forms.
3. Click the hyperlinked form name or the gear associated with the form to open Form Settings.
4. At the bottom of the page under Actions, click Department Share.
5. On the Department Share page, select checkboxes under Share App and/or Assign to All Current Users for each Department that needs the form.
6. Click Save.

The original Department has now become the owner of the form. Any edits made to the form in the owning Department will be pushed automatically everywhere it is shared. The following settings are controlled by the Department that owns the form:

• Workflow
• Dispatch
• Email Options
• Reference Data

Copying all forms from an existing Department

Additionally, you can copy forms from an existing Department when creating a new one. To learn more, see How to create and manage Departments.