32min

Configuring a form

﻿﻿﻿﻿﻿﻿Packages﻿﻿: Basic | Standard | ﻿Premium﻿﻿﻿﻿﻿﻿﻿﻿﻿﻿
﻿﻿Roles:  Technical owner
You can configure how your form works from the Settings tab of your form. In the Settings tab, you can configure:
Who you want to respond to your form ﻿﻿
Whether or not your form requires approvals
Whether the identity of who responds to your form is visible﻿﻿
Whether your form can be saved or edited after submission
Email notifications for your form
Form settings
To configure your form settings:
From the left sidebar, select the Settings menu (gear icon) and select Forms.
Select and open the form you want to configure.
Select the Settings tab. The Form Settings display.
Configure the form settings as needed. See the table below for descriptions of each form setting.
Select Save & Exit to save and apply your settings.
Form settings
The following form settings are available in the Settings tab:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
Field
Description
Status
Indicates the status of the form. Select from the following statuses:
Active - Indicates the form has been published and is actively available for use in ChartHop reviews. 
Inactive - Indicates the form is inactive. It cannot be used in reviews and does not display to respondents. Leave this status set to Inactive until you’re ready to publish.
Todo - Indicates the form has been published and is actively available as a To-do.
Archived - Indicates the form has been archived. Archived forms are not deleted, but are inactive and no longer displayed in the Forms list unless you filter specifically for Archived forms. Learn more.﻿
Respondents
Indicates the group of people who can fill this form out. When you use this form in a review, the respondent relationships defined in this field are applied to the employees made eligible in the review. Learn more.﻿
﻿
Select from the following groups:
Everyone in org - Everyone in the organization can fill this form out.
Everyone in org except person - Everyone in the organization except the form owner can fill this form out.
Person or manager - Individual employees and managers can both fill this form out.
Person only - Only individual employees can fill this form out. Use this option for a self-review or individual survey.
Peers only - Only peers of an eligible employee can fill this form out. Use this option for a peer review.
Manager only - Only the manager of an eligible employee can fill this form out. Use this option for a downward review.
Manager’s manager only - Only the manager of an eligible manager can fill this form out. Use this option for a downward review.
Direct reports only - Only the direct reports of an eligible manager can fill this form out. Use this option for an upward review.
Sensitive users only - Only users with sensitive access can fill this form out. Use this option for forms that include sensitive fields or responses. Learn more.﻿
Approvers
Determines whether approval is required for this form. Select from the following approval options:
No approval required - Indicates this form does not have to be approved after submission.
Manager - Indicates this form has to be approved by the respondent’s manager after submission.
Manager's manager - Indicates this form has to be approved by the manager's manager after submission.
Forms that require approval must be configured with an employee profile tab in order to approved or denied. Learn more.﻿
Show respondent's identity to
Determines who can see the identity of form respondents. Select from the following options:
Anyone who can view the submission (Non-anonymous) - Indicates anyone with the security to see the form submission can view the respondent’s identity.
Users with Highly sensitive access (Highly sensitive) - Indicates only users with highly sensitive access can view the respondent’s identity.
No one (anonymous) - Indicates the respondent’s identity is completely anonymous.
Allow saving drafts
Determines whether respondents can save their form entries as drafts. 
﻿
When this is enabled, a Save Draft button displays for respondents and they have the ability to save and return.
Clear form after each submission
Determines whether answers are cleared between submissions by the same individual. 
﻿
This is useful for capturing information in a recurring form, such as a weekly manager one-on-one.
Allow editing responses after submission
Determines whether respondents can change their responses after they’ve submitted a form. Select from the following options:
No - Indicates respondents can’t edit their responses.
Yes, until this date - Indicates respondents can edit their responses up to a specific date. Enter the specific date.
Yes, for some number of days - Indicates respondents can edit their responses after they submit their form for a specific number of days. Enter the number of days.
Email responses to
Determines the individual or group within your organization to notify every time the form is submitted. You can select to notify the respondent’s manager, the respondent themselves, or specific individuals (by search).

Updated 11 Nov 2022

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TABLE OF CONTENTS

Form settings

Field	Description
Status	Indicates the status of the form. Select from the following statuses: Active - Indicates the form has been published and is actively available for use in ChartHop reviews. Inactive - Indicates the form is inactive. It cannot be used in reviews and does not display to respondents. Leave this status set to Inactive until you’re ready to publish. Todo - Indicates the form has been published and is actively available as a To-do. Archived - Indicates the form has been archived. Archived forms are not deleted, but are inactive and no longer displayed in the Forms list unless you filter specifically for Archived forms. Learn more.
Respondents	Indicates the group of people who can fill this form out. When you use this form in a review, the respondent relationships defined in this field are applied to the employees made eligible in the review. Learn more. Select from the following groups: Everyone in org - Everyone in the organization can fill this form out. Everyone in org except person - Everyone in the organization except the form owner can fill this form out. Person or manager - Individual employees and managers can both fill this form out. Person only - Only individual employees can fill this form out. Use this option for a self-review or individual survey. Peers only - Only peers of an eligible employee can fill this form out. Use this option for a peer review. Manager only - Only the manager of an eligible employee can fill this form out. Use this option for a downward review. Manager’s manager only - Only the manager of an eligible manager can fill this form out. Use this option for a downward review. Direct reports only - Only the direct reports of an eligible manager can fill this form out. Use this option for an upward review. Sensitive users only - Only users with sensitive access can fill this form out. Use this option for forms that include sensitive fields or responses. Learn more.
Approvers	Determines whether approval is required for this form. Select from the following approval options: No approval required - Indicates this form does not have to be approved after submission. Manager - Indicates this form has to be approved by the respondent’s manager after submission. Manager's manager - Indicates this form has to be approved by the manager's manager after submission. Forms that require approval must be configured with an employee profile tab in order to approved or denied. Learn more.
Show respondent's identity to	Determines who can see the identity of form respondents. Select from the following options: Anyone who can view the submission (Non-anonymous) - Indicates anyone with the security to see the form submission can view the respondent’s identity. Users with Highly sensitive access (Highly sensitive) - Indicates only users with highly sensitive access can view the respondent’s identity. No one (anonymous) - Indicates the respondent’s identity is completely anonymous.
Allow saving drafts	Determines whether respondents can save their form entries as drafts. When this is enabled, a Save Draft button displays for respondents and they have the ability to save and return.
Clear form after each submission	Determines whether answers are cleared between submissions by the same individual. This is useful for capturing information in a recurring form, such as a weekly manager one-on-one.
Allow editing responses after submission	Determines whether respondents can change their responses after they’ve submitted a form. Select from the following options: No - Indicates respondents can’t edit their responses. Yes, until this date - Indicates respondents can edit their responses up to a specific date. Enter the specific date. Yes, for some number of days - Indicates respondents can edit their responses after they submit their form for a specific number of days. Enter the number of days.
Email responses to	Determines the individual or group within your organization to notify every time the form is submitted. You can select to notify the respondent’s manager, the respondent themselves, or specific individuals (by search).