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

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

    The Forms & Integrations menu with List Forms highlighted.

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

  2. From the list, select the desired form.

  3. Select Edit Form.

    Select "Edit Form" to enter the Form Builder.

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

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

    The Workflow Settings of a form titled "Test form". The Form Initiation Methods is set to "Inbox and Forms Box". Users cannot decline dispatches of the form.

  1. Select Save and Deploy.