Using the Form Settings Window for a Basic Form

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

• Manage form versions and track any changes

• Apply a template to the form

• Compress reports to a ZIP file

• Copy existing form submissions

• Manage attachments

The Form Settings window differs slightly if you are using advanced forms. See Using the Form Settings Window for more information.

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.

    

   Compress Report to ZIP File: Converts a report file into a ZIP archive to reduce file size, preserve image quality, and simplify sharing large reports via email. 

    

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

   Allow Attachments on Form: Allow users to upload documents such as images and PDFs when completing the form. 

4. Click the Copy Form Submissions tab to set how users can copy form submissions from the app.
   
5. Toggle Allow App Users to Copy Form Submissions on to enable this functionality.
6. 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.
7. Click OK to close the Form Settings window and apply your changes.
8. Click Save to save these settings on your form.