Set Up a Form for Dispatching
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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
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Hover over Forms & Integrations, and then select List Forms.
Result: The system displays a list of all available forms.
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From the list, select the desired form.
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Select Edit Form.
Result: The system displays the selected form in the Form Builder.
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Under Settings > Workflow Settings > Form Initiation Methods, select one of two options:
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Inbox (Dispatched Forms): If selected, users can only receive the form in their Inbox via dispatches.
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Inbox and Forms Box: (Default) If selected, users can open the form from both their Inbox (if dispatched) and Forms list.
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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.
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Note:When you use a Dispatch Data Destination, you must set the form the destination dispatches to one of the Inbox options.
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Select Save and Deploy.