How Assign a Form to Your Users

Before a user can complete submissions, they need to have the relevant form assigned to them. There are several ways to assign an existing user to a form:

Assigning Users 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.

1. Click Publish to Device in the upper right-hand corner of the Form Builder.
2. Select which users or groups you want to assign the form to, and determine whether you want to send a notification to the user.

   

3. Publish.

Assigning Users from the Forms Page

You can also assign users to a form from the Forms page.

1. Navigate to the Forms page.
2. Click on the Quick Links icon (the three dots at the end of the row) in line with form you want to assign.

   

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.

Assigning Users from the User’s Profile

If you have a user who needs to be assigned to multiple forms, you may want to make those assignments from that user’s profile.

1. Navigate to Account>Users.
2. Click on the user’s name you want to assign forms to.
3. Click on the App Assignment button.

   

4. Scroll to the Assign App(s) region. You can select individual forms, forms within folders, or all forms using the checkbox next to the Assign Apps(s) label (click the checkbox again to deselect all).

   

5. Determine if you want to send the user notifications about their form assignments.
6. Save.

Assigning a Form to a User in a 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 Account>Groups.
2. Click on the name of the group you want to assign forms to.
3. Click the Manage Apps button.

   

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. Click Save.