Use Case Examples
Daily Checklists - Pinned forms can be used to create a daily checklist of tasks that need to be completed each day.
Ad-Hoc Notes - Pinned forms can be used to quickly jot down notes and ideas as they come up throughout the day. This can be especially useful in fast-paced work environments where time is limited.
Feedback Forms - Pinned forms can be used to collect feedback from customers or employees on a regular basis. This can help improve the quality of products or services and identify areas for improvement.
Incident Reports - Pinned forms can be used to quickly log and report incidents such as accidents, equipment failures, or security breaches. This can help ensure that incidents are properly documented and addressed in a timely manner.
Step-by-Step Guide: Pinned Forms
Go to the Form Builder from the side menu and select to edit an existing design or create a new one.
Click on Form Settings.
Please note: If the users you require to access Pinned Forms are not IndyForms Administrators, add the Group and select to "Create Records" in their permissions to allow these users to create new form records from their Dashboard's pinned forms.Scroll down to Pinned Forms and switch the toggle to on (blue).
Click on the Save button on the Form Settings window to save your changes.
Select Publish your form design to activate your pinned form settings.
Alternatively, IndyForms Administrators can pin and unpin forms from the Forms page.
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