Assign a Form to your Users from the Basic Form Builder

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This article explains how to assign a form to groups and/or users immediately before publishing a new version from the Basic Form Builder.

Before a user can complete submissions, they need to have the relevant form assigned to them.


Assigning a Form from the Builder

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

  1. In the upper right corner of the Builder, click Save and then Publish.
  2. In the modal, check the box next to every user who needs the form. Or, at the top of the modal, toggle to the Groups tab to assign the form to pre-determined sets of users more efficiently.
  3. In the lower left corner, click the blue toggle beside Send Notification if you do not wish to alert users that a new version is available.
  4. In the lower right corner of the modal, click Publish to Device.
Basic_Publish Modal_Assign Users.png

Note

This is a different concept than the collaborative Assignments feature. To learn more about this flexible handoff feature for mobile users, please see, "Start Using Assignments."

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