Configuring form settings

Configure your form to meet your needs on Settings tab of your form. In the Settings tab, you can configure:
If your form is accepting responses. 
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
Forms settings
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To configure your form settings:
From the left sidebar, select People Ops Tools.
From the sub-menu, 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:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
Status
Setting
Description
Status
Indicates the status of the form. Select from the following statuses:
Active - the form is published and available for use. 
Inactive - the form is unpublished and unable to collect responses. Leave this status set to Inactive until you’re ready to distribute the form.
Archived - the form has been archived.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.﻿
 Distribution
Setting
Description
Who is this form about?
The person completing the form - UFor when people need to fill out forms about themseleves. 
Another person - Use this for when people need to fill out forms about other people at the company. You have the opportunity to specify who cam complete the form in the next step. 
No one specifically -  This is used when you do not want to link the response to a person such as a survey
Who can complete this form? 
Indicates the group of people who are eligible for filling out this form. 
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.﻿
﻿”The person” - refers to the person who is going to complete the form.
Select from the following options:
Anyone in the org - When anyone can fill our a form, even about themselves. 
Anyone else in the org - Use this for when people need to fill out forms about people other than themselves. For example, a shoutout or recognition form that I would fill out about a coworker. 
The person or their manager -  Use this if the information in the form is about the person or their manager
For example, a shared goal setting form.
Their manager - Use this form completed by a manager.
For example, a downward review or manager’s 1:1 form. 
Their manager’s manager - Use this for a form completed by a manager’s manager. 
For example, a skip-level feedback form.
Their direct reports - Use this for a form completed by the direct reports of the person. For example, an upward review.
Users with sensitive access only - Use this option for forms that include sensitive fields or responses. Learn more.﻿
For example, HRBP private notes. 
Selected peers - Use this for a form completed by the direct reports of the person. 
For example, a peer review.
This option will prompt you to select a Peers collection field, which can be any person or persons field, to use as the source of the identified “peers”
Custom - Use this if you have a use case where only a certain group of people can respond to the form. Use Carrot to select which group of people. Learn more. 
For example, if you wanted the form to only be able to be completed by people on the sales team, you could write target.department=“sales” or if you wanted to limit the form to people who are offboarding, you could use endDateOrg:*.
Whose profile should this form automatically show up on? 
At the top of each person’s profile are buttons for filling out forms. See more information in Distributing forms﻿. The buttons will appear only for the people previously selected in Who can complete this form and on the profiles of people determined by this setting: 
No one’s profile, unless there is a pending task - This is the default value and will not show on the profile unless you have a pending task to complete the form. Select this option for a form that you will be sending out with Reviews or Actions. 
For example, if I need to complete a peer review for a coworker, I will see a “Peer Review” button on their profile but I will not see the button on the profile of other people at the company who I can not complete peer reviews for.
Everyone’s profile - The button will appear on all people’s profile who the form applies to, which depends on what you have selected for “Who can complete this form. Select this option for a form that you always want accessible on the profile.
For example, a Shoutout form where you have selected “Everyone in the org except about themselves”' for who can complete this form. This will show up on everyone’s profile other than your own. 
Only specific people’s profiles (Custom) - The button will appear on the profile of a subset of people defined by you. 
For example, a part-time employee hours submission that you only want to show for part-time employees You would add employment:part. 
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Access & Anonymity
For full details on the three setting see: Anonymous and De-Identified Surveys & Forms﻿ 
Identified - Linked to a person and their demographic information
De-Identified - Hide identity, but allow certain specific demographic information and limit reporting to be stored on the form response. 
Anonymous -  Not linked to any personally identifiable information
Setting
Description
Who can see the identity of the respondent?
This option is only availible when Identified is selected and is only availible to organizations with the Performance module. 
The main use case for this setting is to allow for a type of "Anonymous feedback" where the person receiving the feedback cannot see who gave the feedback, but their manager or admins can. The form response will still be linked to the individual.
Anyone who can view the form response - Default. Used in the majority of use cases. 
Managers in the person's reporting line -Allows the manager of the person the form is about and users with higly sensitive access to see the identity. 
Users with highly sensitive access - Only users with highly sensitive access can see the identity of the respondent. 
Who can view the form responses?
The visibility of form responses depends on  a number of factors that are detailed in Form responses﻿. This setting enables certain special applications. 
Default - Use this for the vast majority of cases.
The person the form is about - the Forms to be viewable to the person the form is about which is helpful when releasing a form response to an employee and not using fields. The response will not be viewable to them until it is released. 
Custom - If you have a special use case then you may want to discuss a custom setting for this. Use with the help of ChartHop staff. 
Form Completion
Setting
Description
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.
Populate form with previous response?
Determines whether answers are cleared between submissions by the same person. 
Yes, display previous responses or existing data - use this for forms where the previous information is helpful in determining you next response
No, start with a blank form every time - use this for any recurring forms or any forms where previous answers do not matter
How would you like your form to display? 
Allows you to select how you want a form to appear to people who are completing it. The options are:
Pop-up — Recommended for short forms. Usually appears on the profile tab for most form settings. Provides a fast experience for things like shoutouts or feedback. 
Standalone page — Recommended for longer forms or forms that will be completed on a mobile device. Provides a more imersive experience that's ideal for things like Onboarding, or Surveys. (Default) 
Pop-up
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Standalone page
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After Submission
For full details on the settings, see the Form responses workflows﻿ page.
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Notifications
Setting
Description
Email responses to
Determines the individuals or group within your organization to notify every time the form is submitted. You can select to notify:
The person who completed the form - The person who clicked submit on the form
The manager of the person who completed the form - The manager of the person who clicked submit
The person the form is about - The subject of the form
The manager of the person the form is about - The manager of the subject of the form
Specific individuals - Select from any user at your organization.
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Setting	Description
Status	Indicates the status of the form. Select from the following statuses: Active - the form is published and available for use. Inactive - the form is unpublished and unable to collect responses. Leave this status set to Inactive until you’re ready to distribute the form. Archived - 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.

Setting	Description
Who is this form about?	The person completing the form - UFor when people need to fill out forms about themseleves. Another person - Use this for when people need to fill out forms about other people at the company. You have the opportunity to specify who cam complete the form in the next step. No one specifically - This is used when you do not want to link the response to a person such as a survey
Who can complete this form?	Indicates the group of people who are eligible for filling out this form. 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. ”The person” - refers to the person who is going to complete the form. Select from the following options: Anyone in the org - When anyone can fill our a form, even about themselves. Anyone else in the org - Use this for when people need to fill out forms about people other than themselves. For example, a shoutout or recognition form that I would fill out about a coworker. The person or their manager - Use this if the information in the form is about the person or their manager For example, a shared goal setting form. Their manager - Use this form completed by a manager. For example, a downward review or manager’s 1:1 form. Their manager’s manager - Use this for a form completed by a manager’s manager. For example, a skip-level feedback form. Their direct reports - Use this for a form completed by the direct reports of the person. For example, an upward review. Users with sensitive access only - Use this option for forms that include sensitive fields or responses. Learn more. For example, HRBP private notes. Selected peers - Use this for a form completed by the direct reports of the person. For example, a peer review. This option will prompt you to select a Peers collection field, which can be any person or persons field, to use as the source of the identified “peers” Custom - Use this if you have a use case where only a certain group of people can respond to the form. Use Carrot to select which group of people. Learn more. For example, if you wanted the form to only be able to be completed by people on the sales team, you could write target.department=“sales” or if you wanted to limit the form to people who are offboarding, you could use endDateOrg:*.
Whose profile should this form automatically show up on?	At the top of each person’s profile are buttons for filling out forms. See more information in Distributing forms. The buttons will appear only for the people previously selected in Who can complete this form and on the profiles of people determined by this setting: No one’s profile, unless there is a pending task - This is the default value and will not show on the profile unless you have a pending task to complete the form. Select this option for a form that you will be sending out with Reviews or Actions. For example, if I need to complete a peer review for a coworker, I will see a “Peer Review” button on their profile but I will not see the button on the profile of other people at the company who I can not complete peer reviews for. Everyone’s profile - The button will appear on all people’s profile who the form applies to, which depends on what you have selected for “Who can complete this form. Select this option for a form that you always want accessible on the profile. For example, a Shoutout form where you have selected “Everyone in the org except about themselves”' for who can complete this form. This will show up on everyone’s profile other than your own. Only specific people’s profiles (Custom) - The button will appear on the profile of a subset of people defined by you. For example, a part-time employee hours submission that you only want to show for part-time employees You would add employment:part.

Setting	Description
Who can see the identity of the respondent?	This option is only availible when Identified is selected and is only availible to organizations with the Performance module. The main use case for this setting is to allow for a type of "Anonymous feedback" where the person receiving the feedback cannot see who gave the feedback, but their manager or admins can. The form response will still be linked to the individual. Anyone who can view the form response - Default. Used in the majority of use cases. Managers in the person's reporting line -Allows the manager of the person the form is about and users with higly sensitive access to see the identity. Users with highly sensitive access - Only users with highly sensitive access can see the identity of the respondent.
Who can view the form responses?	The visibility of form responses depends on a number of factors that are detailed in Form responses. This setting enables certain special applications. Default - Use this for the vast majority of cases. The person the form is about - the Forms to be viewable to the person the form is about which is helpful when releasing a form response to an employee and not using fields. The response will not be viewable to them until it is released. Custom - If you have a special use case then you may want to discuss a custom setting for this. Use with the help of ChartHop staff.

Setting	Description
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.
Populate form with previous response?	Determines whether answers are cleared between submissions by the same person. Yes, display previous responses or existing data - use this for forms where the previous information is helpful in determining you next response No, start with a blank form every time - use this for any recurring forms or any forms where previous answers do not matter
How would you like your form to display?	Allows you to select how you want a form to appear to people who are completing it. The options are: Pop-up — Recommended for short forms. Usually appears on the profile tab for most form settings. Provides a fast experience for things like shoutouts or feedback. Standalone page — Recommended for longer forms or forms that will be completed on a mobile device. Provides a more imersive experience that's ideal for things like Onboarding, or Surveys. (Default)

Setting	Description
Email responses to	Determines the individuals or group within your organization to notify every time the form is submitted. You can select to notify: The person who completed the form - The person who clicked submit on the form The manager of the person who completed the form - The manager of the person who clicked submit The person the form is about - The subject of the form The manager of the person the form is about - The manager of the subject of the form Specific individuals - Select from any user at your organization.

Updated 22 Nov 2024

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