Distributing forms

previewing a form you can use the preview feature to test your forms before sharing to preview your form save your form select preview in the header to test your form before publishing it for use select a person to preview the form as this allows any variables or building a form docid\ fa8qvxe2ridh9vkxl6shw to be displayed as they would be to that person check that your form appears as you would like it to select exit preview to close the preview activating a form by making your form active, people will then be able to complete the form you will also be about to use throughout charthop in reviews, surveys and with automated actions to view and complete forms, your employees must have access to charthop for example, you can't send forms to contractors that don't access to charthop see more about inviting users docid\ geko2l3unetwyidsysjfg to publish a form navigate to the settings tab of your form select active in the status section at the top of the settings active form can collect responses, be displayed on profiles and used in reviews how it will be distributed is determined in the distribution section of the form settings see configuring form settings docid 0i0ewwz9btfhzdvsmbpyz for more details inactive form can't collect responses, is not displayed anywhere and can't be used in reviews, surveys, or actions archived the form is hidden from the list of forms across the app select save to activate the form form distribution options there are a variety of ways that you can share your form with employees copy and share a link for forms that are about "the person completing the form" or "no one specifically", you are able to send out a share able link the link can be found in setting > distribution add it to the top of a profile for forms that are about "the person completing the form" or "another person," a button to complete the form can be surfaced on the header of the profile see additional details in configuring form settings docid 0i0ewwz9btfhzdvsmbpyz add it to a custom profile tab if you display form responses on a custom profile tab and the setting form is able to be completed by the person viewing the tab then they will see the "+ button name" at the top of the column send it out as part of a review or survey by sending a form out as part of a review or survey, you are able to add deadlines, add custom messages, track who has completed the form within the context of that survey, & view form results within the context of those see more details here adding forms to a review docid\ rspakbnl1fn0t cxlgvnp adding forms to a survey docid\ zimpjzsiqsynxtjjxiujm send it out with an automated action automated actions docid 6k2uhp22mlgnhaovzq0yx allow you to send out forms based on a recurring schedule or triggered by employee lifecycle events such as a start date, 90 days after a start date or a termination using the send form step you can add deadlines, custom messages, ans specify who the form is sent to and who it is about see this page for additional information about automated actions docid 6k2uhp22mlgnhaovzq0yx