5min

Configuring a form

Packages: Basic | Standard | Premium

Roles: Technical Owner

You can switch to the Settings tab at the top of your form to configure its behind-the-scenes functionality.

To configure your form settings:

  1. Select the gear icon from the sidebar, and then select Forms.
  2. Select the form that you want to configure.
  3. Select the Settings tab.
  4. Configure the settings as needed. Select the information icon to understand details about each setting.

Field

Description

Status

The status of the form. Determines whether the form is hidden or shown. Leave this set to Inactive until you're ready to publish.

Respondents

The segment within your org to target. In other words, who should see this form?

Approvers

Determines whether approval is required.

Show respondent's identity to

Determines who can see the identity of form respondents.

Allow saving drafts

Allows users to save a draft of the form submission.

Clear form after each submission

Determines whether answers are cleared between submissions by the same individual. Useful for capturing information in a recurring form, such as a manager one-on-one.

Allow editing responses after submission

Determines whether respondents can change answers after submission.

Email responses to

Determines the individual or group within the Org to notify upon each submission of the form.





Updated 11 May 2022
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