Some situations need information from more than one person. If you are filling in an incident report and two colleagues witnessed what happened, they each need to complete a witness statement about the same event.
Sharing connected forms lets you hand those related forms out while you are still working on yours, so nobody is waiting on you to finish first.
Sharing a Form
While you are filling in a form that has connected forms:
- Find the Share link. It sits near the top of the form, alongside options like View Blank Form.
- Open the Share panel. Clicking Share lists every connected form.
- Hand out the form. For each connected form you can either click the arrow icon to open it in a new tab, or click the QR code icon to display a code someone can scan with their phone camera.
The QR code is the quicker route when the other person is standing in front of you.
Connected forms are pre-filled with the relevant details from your form, such as the date and location, so the same information is not collected twice.
What Your Form Needs
The Share option only appears when all of the following are true:
- The form is a datasource form. A datasource form is one that shares its data with other connected forms. Your administrator sets this in the form builder.
- At least one connected form exists. Something has to be linked to your datasource form to receive the shared data. Your administrator configures this too.
- You have the form open. A draft submission starts the moment the form loads, so the Share link is there from the first screen. You do not have to finish, or even begin typing.
- You are on the parent submission. Only the person who started the original form can share connected forms. If you are filling in a form that was shared with you, you will not see the Share option.
If the Share link is missing and you expected it, the first two are the ones to raise with your administrator.
Related
- Form Builder - where datasource and connected form settings live
- Forms Overview - how forms fit together