Publish Forms

The user can publish a form when all questions and sections are added to it. Once the form is published, the user can then send a survey to the submitter.

To publish a Form, follow these steps:

  1. Click the Publish button in the Form Draft page displayed at the bottom of the screen. The Publish Form? A dialog box opens, which displays a message asking for confirmation to publish the form along with the following form types:
    • Simple Form
    • Supplementary Form
    • Monitoring Visit Form
    • Recurring Form
    • Anonymous form
  2. And Additional options with checkboxes
    • Save form to the library
    • Require attachments from recipients

  3. Select the required checkbox and then click the Publish button to publish the form. Refer to the screenshot below.
    • The Form Statistics Page opens, which displays an overview of the form. You can also visit this page by clicking the Form Title from the Form Dashboard .

      Note: The user cannot edit a form after it is published.