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.
The status of the form. Determines whether the form is hidden or shown. Leave this set to Inactive until you're ready to publish.
The segment within your org to target. In other words, who should see this form?
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.