Administrators are able to set a title and default person responsible for forms, so when a user is creating a form in Assurance, they no longer need to populate these fields.
This guide provides step-by-step instructions on how to set a default title and Person Responsible for non-public link forms in Assurance.
Set a Default Title and Person Responsible for Non-Public Link Forms
1. Click Gear in the top menu
2. Click the Registers and Forms Templates button
3. Locate the form you wish to set a Default Title and Person Responsible for
4. Click on the Name of the form
5. Click the Edit button
6. Select the checkbox beneath Set Default Registers And Forms Title. If unchecked, the Title field will be visible to submitters.
7. The Default Registers And Forms Title field will appear. Select the checkbox next to either:
a. Default Template Name
or
b. User Defined - Selecting this option will allow you to define which fields answers will populate the Title
Once the Default Registers And Forms Title has been selected, the Title field will be hidden and default to the selected Title.
8. Click the textbox beneath Default Person Responsible and begin typing the name(s) of the person you would like to make responsible for this form. A dropdown menu should appear with their name for you to click on. Once a Default Person Responsible has been selected, the Person Responsible field will be hidden and default to the selected Person Responsible.
If no users are selected, the Person Responsible field will be visible to submitters.
9. Click at the bottom of the screen
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