Creating and/or Sharing Form Records
If you're looking to create a new form record in IndyForms, here's how you can do it:
Click on "Forms" from the side menu.
Scroll through the list of available forms, or use the Search and Advanced Filters to find the form you need.
If your Organisation has granted you the necessary permissions, you'll be able to create a new record by clicking on the "+ Create New Record" button. This will allow you to create, complete and submit the form record. If your permissions are limited, you'll only be able to see the records you have permission to see, which in most cases will be only your own records.
If you have further permissions, you will get the options to "Share Form", "Share Link" and "Preview". "Share Form" is the ability to create the form and then add contributors to the form, "Share Link" is the ability to email the link or share QR code, and "Preview" is the ability to preview the form.
Advanced Filters
The Advanced Filters allow you to search for forms by Tags and Access. Tags are customisable by your Organisation. Access has two options:
Internal forms completed by users in the app
Public forms that can be completed by anyone internal and external to the app
Using the Advanced Filters, you can easily find the form you need based on the filters you set. Once you've found the form you're looking for, you can create a new record or edit an existing record, depending on your permissions.
That's it! With these simple steps, you can easily navigate to Forms and create forms on IndyForms.
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If you have any further questions or need additional help, feel free to contact our support team who are available 24/7 to assist via email or chat.