Configuring a form
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:
- Select the gear icon from the sidebar, and then select Forms.
- Select the form that you want to configure.
- Select the Settings tab.
- 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. |
