Saving & Publishing a Form in the Builder

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In order to share a form with your mobile users, the form must first be saved and published.

Saving a Form

How To Important Notes

Users can save their work at any time during the form building process. To save a form, select the Save button on the top right. Builder_Save.gif 

*Click the gif to expand.

Publishing a Form

After a user has saved their progress in a form, they can click Publish to share it with their users.

How To Important Notes
  1. Select Save to activate the Publish button in the top right.
  2. In the dialogue box that pops up, check the boxes for the users that will receive the form.
  3. Send notification is ON as a default so toggle this OFF if you do not want to send your users a notification that a new form version is available.
  4. Publish to Device.

Builder_Save and Publish.gif

*Click the gif to expand.

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