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      Creating a Public Form

      How to create a public form

      Public forms are intended for people outside your organization, such as temporary employees or contractors, but who still need to complete and submit forms. A form link or QR code is provided to users so they can open and complete the form.

      1. Click (Public Form Settings) to open the Public Form Settings window.
      2. Toggle on the Public Form option.
      3. Click (Add) to create the form link of the URL specific to this public form.
      4. Click the + (plus) symbol to map fields on the form to the URL which then pre-fills any additional information on the public form. If the field you are mapping has a default value on the form, the default will be over-written with the entry you are mapping on the public form. For example, your employees do inspections in North Dakota, and you have several vendor workers performing inspections in Montana. Because your employees are most often going to choose ND as the state, you've set that as a default. However, because users of the public form will be choosing MT more often, enter MT as the state for the public form, to fill in the state for those users.
      5. A QR code is generated with the data from the URL.
      6. Multiple links and codes can be set up for each form, which is useful if you are prefilling data for a particular location, for example. Let’s say you have two cities where you have vendors performing services and are using public forms. You can create one link for City A by selecting City as the Form Field, and A as the Entry, then repeat from step 2 for but this time enter B as the City entry. Users who use the link for City A will see that field populated on their form, and users for City B see the City B on their form.
      7. If you wish, click the Copy icon to copy the link and paste it into another location to provide to the public form users to open the form.
      8. Click the Complete Links tab to determine what public form users will see or go once they submit the form. They can be shown a “landing page” where they’ll see the default message or enter your own message to appear on a “landing page” after a form is submitted.
      9. If you wish, use the Redirect Link field to paste in a link from another location. Form users will then be taken to that location instead of the landing page when the form is submitted.
      10. Click OK to save your entries.