How to Assign a Form to Your Users

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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.

Advanced Form Builder

1. Click Publish to Device in the upper right corner of the screen.

2. A modal will pop up on the screen first with Groups to assign the form to, if that is enabled, and then users to individually assign the form. 

3. Check the box next to every user who needs the form and the option to Send Notification to users that a new version is available is in the lower left corner of the modal.

3. Click Publish.

AFB_Publish_Assign_Modal.png

Builder BETA

1. Click Save and then Publish in the upper right corner of the screen.

2. A modal will pop up on the screen to individually assign the form to your users.

3. Check the box next to every user who needs the form and the option to Send Notification to users that a new version is available is in the lower left corner of the modal.

3. Click Publish to Device.

BETA_Publish_Assign_.png

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 ellipsis in line with the form you need to assign.

Quick_Links_Assign.png

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. Click Save.

Quick_Links_Assign_Screen.png

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 the Users tab under the Account, or Department, drop down.

2. Click on the user’s name you want to assign forms to.

3. Click on the Form Assignments button.

Profile_Form_Assignment.png

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

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

6. Click Save.

Profile_Assign_Form_s_.png

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 the Groups tab under the Account, or Department, drop down.

2. Click on the name of the group you want to assign forms to.

3. Click the Manage Apps button.

Groups_Group_Forms.png

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.

Groups_Manage_Forms.png

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