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Assigning forms for completion in InForm
Who is this article for?Administrators who want to learn to assign forms for completion.
Administrator permissions are required.
This guide explores Lucidity's form assignment feature, which allows managers and administrators to delegate forms to users or groups. It details how recipients can access and complete their assigned forms through various Lucidity platforms, streamlining the form management process.
- Assign forms for completion
- Assign more than one form for completion
- Assign a single form for completion
- Further reading
1. Assign forms for completion
Video: Assign Forms for Completion
Assigning forms for a user to complete is generally a feature assigned to managers and administrators only. A group of forms or a single form can be assigned for a group of users or a single user to complete. The user can access these forms from the Forms Records page, via their Lucidity Intranet Dashboard or their Lucidity InForm Dashboard.
2. Assign more than one form for completion
To assign more than one form to a single or group of users, from the Form Records page:
- Click Add New.
- In the form selector, search and locate all the forms required to be assigned to the same user(s).
- Note the form group filter is available to assist with locating forms.
- Select the respondent(s).
Note: The user group filter is available to assist with locating users.
- Click Done.
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Click Save.
3. Assign a single form for completion
If a single form is to be assigned to a single user, the option is available to complete some detail on behalf of the user.
To pre-populate some fields prior to assigning a form, from the Forms Records page:
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Click Add New.
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Select the form and the respondent as per instructions above.
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Click Save and Next.
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Populate any details on behalf of the user as required.
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Click Save.
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The form will now be saved ready for completion by the respondent.
3.1. Notifications
It is important to note that any forms assigned for completion may trigger a notification to the respondent(s) in the form of an email.
As notifications are generally configured by the Lucidity Software team, please contact us with any queries.