Set Up a Form for Dispatching

Available on all tiers:

Essentials

Advanced

Enterprise

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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.

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

Result: The system displays a list of all available forms.
From the list, select the desired form.
Select Edit Form.

Result: The system displays the selected form in the Form Builder.
Under Settings > Workflow Settings > Form Initiation Methods, select one of two options:
- Inbox (Dispatched Forms): If selected, users can only receive the form in their Inbox via dispatches.
- Inbox and Forms Box: (Default) If selected, users can open the form from both their Inbox (if dispatched) and Forms list.
- 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.
  If you're on the Enterprise tier, you can dispatch a record to a user, a group, or to all groups in a FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace.. Enable the Group Inbox by following the steps in the topic Set up Group Dispatching.
  
  Note:When you use a Dispatch Data Destination(Advanced and Enterprise tiers only), you must set the form the destination dispatches to one of the Inbox options.