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      Using the Form Settings window

      How to use the Form Settings window

      The Form Settings window allows you to manage key options for your forms. You can use it to:

      • Manage form versions and track any changes

      • Apply a template to the form

      • Set report options

      • Copy existing form submissions

      If you're working with a basic form, this window also lets you manage attachments.

      1. From the toolbar, click (Settings) to open the Form Settings window.
      2. Click the General and Design tab to configure general settings for the form.
      3. Toggle the following options as needed:

        Track Form Changes: Enables tracking of all changes made to the form after its initial save.

        Use Form Versions: Allows the creation and use of different versions of the form.

        Mark Select All as a Default in App Email Section: Automatically selects the Select All checkbox in the Emails section of the app form.

      4. Select a template name to use on the form. Templates allows you to create reusable templates based on the custom styles you've defined and apply them to your forms.
      5. Choose the type of report to use for the form:
        Use Basic Report: Creates a PDF report using the exact layout and order of fields as on the form. This provides a near-exact printed version of the form. Note: The Report Designer is not available when this option is selected.
        Use Advanced Report Designer: Allows for more flexible, recipient-oriented reports. You can customize the layout and content to include only the required information. Note: The Report Designer is available when this option is selected.
        TIP: You can start with a basic report and switch to the advanced designer later. The initial layout will mirror the form's structure, making customization easier.  However, new fields added to the form after switching to the Advanced Report Designer must be manually added to the report.
      6. Click the Copy Form Submissions tab to set how users can copy form submissions from the app.
      7. Toggle Allow App Users to Copy Form Submissions on to enable this functionality.
      8. Set copy permissions:
        Choose whether users can copy only their own submissions or any available submission.
        Unmark any fields that should not be copied to the new form submission.
      9. Click OK to close the Form Settings window and apply your changes.
      10. Click Save to save these settings on your form.