Publishing a Form

How to publish a form

After creating and finalizing a form, publish it to make it live and accessible in the mobile app. From the toolbar, click (Publish) to publish the form. Forms that are published display a filled icon next to their name in the Form and Report Designer menu.

Mobile users assigned to the same role as the form will see it in their forms list the next time they sync their device.

Before publishing, use the Preview feature to review all areas of the form—such as reports, data maps, linked forms, and workflows—to ensure everything is correct.