Set Up a Form for Dispatching

Available on all tiers with more options on the Intelligent and Elite tiers:

Contents

• Set Up a Form for Dispatching
  • About
  • Set Up a Form for Dispatching

About

In order to dispatch a form to users, it must be set up to allow dispatching. Follow the steps below to enable dispatching for a form.

Set Up a Form for Dispatching

1. Hover over Forms & Integrations, and then select List Forms.

   

   Result: The system displays a list of all available forms.

2. From the list, select the desired form.

3. Select Edit Form.

   

   Result: The system displays the selected form in the Form Builder.

4. Under Settings > Workflow Settings > Form Initiation Methods, select one of two options:

   

   • Inbox (Dispatched Forms): If selected, users can only receive the form in their Inbox via dispatches.

   • Inbox and Forms Box: (Default) If selected, users can open the form from both their Inbox (if dispatched) and Forms list.

   • Allow mobile users to decline forms dispatched to them: (Optional) If selected, mobile users can decline to fill out forms dispatched to their Inbox.

     Info:The topic Set Up Form Properties describes all three Form Initiation Methods in more detail.

     If you're on the Intelligent or Elite tier, you can dispatch a record to a user, a group, or to all groups in a FormSpace. Enable the Group Inbox by following the steps in the topic Set up Group Dispatching.

     Note:When you use a Dispatch Data Destination, you must set the form the destination dispatches to one of the Inbox options.

5. Select Save and Deploy.