Using the Toolbar

How to use the toolbar

Forms are created and managed through the administrator site, which provides a centralized interface for designing and configuring form components. A toolbar is located at the top of the form design area, offering access to options that support the development and ongoing maintenance of forms.

The toolbar includes the following elements:

	Publishes a form, making it available to mobile users assigned to the same role. These users will see the published form on their devices after their next sync.
	Opens the Access menu, where you can assign roles and specify public form settings.
	Opens the Additional Operations menu, where you can configure form validations, workflow, and child forms.
	Opens Emailing menu, where you can create default and additional settings, as well as manage available envelopes.
	Opens Connect menu, where you can create data maps, deep links, and form actions.
	Opens the Form Scanner window, where you can scan your form for any errors or issues within the inputs that could cause problems.
	Opens the Form Settings window, where you can manage form versions and changes, set default report and formatting options, copy history, create data maps, define deep links, and validate forms.
	Opens the Preview Form window, where you can view how the form will appear on a device.
	Opens the Copy Form window, where you can copy a form.
	Opens the Confirm Delete window, where you can delete a form. You must enter the exact name of the form and provide a reason for deletion.
	Saves the form. If Use Form Versions is toggled on in the Form Settings window, you can choose to save the current version or save it as a new version.