Contact Configuration

Contact configuration allows you to map Question Types related to the Contact information with the corresponding Custom Contact Fields. When a form is sent to the submitter, these mapped contact fields are pre-populated in the form, making all mapped fields non-editable.

When a response is sent by the submitter, the Contact information is saved, and the survey is visible to the manager in the Contacts tab from the Menu Bar.

To map the Contact information, follow these steps:

  1. Click Contact Configuration option from Actions dropdown displayed at the bottom of the window on the Form Draft page. Contact Configuration dialog box appears which displays Questions and Contact field dropdowns.
  2. Set up the mapping between Question and Contact fields.
  3. Click the Save button to map the fields.

Note: The fields mapped here are displayed in the General > Contact Mapping Schema of the form.