Editing & Sharing Forms

Having tested your form you may need to make a few adjustments, this can be done by selecting the title of the relevant form in the My Forms page.  Clicking on Edit will allow you to continue adapting the form fields (if you can only see the description fields you must have published the form (see below) and will need to Copy and rename the form).

Once you are satisfied that the form is completed you will need to Publish the form to be able to distribute to your account users and also any selected groups within the community. Select the relevant form on the My Forms page and then click on the Share tab. Tick the Publish option and select the groups whom you wish to allow access to your form when they search the Community. Note: Once published, account users / members of the community can access your form so no further editing is permitted. If you (or someone else in the Community) wishes to alter the form they must select Copy and rename the form before alterations are permitted.

To search for forms in the Community, click on the Community tab, the opening page reveals the most popular forms based on the number of accounts that are sharing the form. You can select these or search the Community using ‘Age’, ‘Subject’ or keyword search. Having found forms that may be of interest you can view and simulate using the form, administrators can then select ‘Add to my account’ to distribute to their users.