Form Settings Overview

Before finalising the template of your forms - users will see the Form Settings menu. Users must provide a name, category and select a security type for the form.

Form Name:

The name of the form template.

Form Category:

To classify the type of category the form is in.

Approval Required (Optional):

Tick the box if you require an authoriser to approve or reject submission of this form.

Location Required (Optional):

Tick the box if you require a location to be assigned to the form.

Save to Community Templates:

The form will be made available for the community to download.

Related Project (Optional):

You can assign the form template to a project.

Form Description (Optional):

A brief description of what the form template is related to.

Due Date Settings:

Tick the box if you require a due date to be assigned to the form.

1. Default due after (days) - Enter the number of days after the form is issued. Leave empty for no default due date
   

Form Security:

1. Recipients and Sender: Selecting this option restricts who can view and complete the form, only the sender and recipients are able to access and submit the form. 
2. Recipients, sender and their colleagues: Similar to the first option - This option allows everyone in that particular project to access and complete the form. 

Additional forms information can be found here

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