In order to share a form with your mobile users, the form must first be saved and published.
Saving a Form
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.
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- Saving a form does not create a new version,
- A form must be saved before publishing the form,
- A form can be tested without save a form first.
Publishing a Form
After a user has saved their progress in a form, they can click Publish to share it with their users.
- Select Save to activate the Publish button in the top right.
- In the dialogue box that pops up, check the boxes for the users that will receive the form.
- 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.
- Publish to Device.
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- A new version of the form will be created every time you publish the form,
- A form must be saved before publishing the form,
- The Publish button is disabled until the form is saved,
- A form can be tested without publishing first,
- The form can be shared with select users or all users.
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