Form Actions

The Form Actions page is displayed when the form is successfully created. The form actions are nothing but customizations and additional configurations that you can define for a form template. The form actions have been categorized depending on the nature of the configuration. You can see multiple cards under each category enables you to click on the card and define the configuration. Some customizations or configurations include:

• Modify form template design
• Make a form as customer or custom entity activity
• Define configurations to save a form
• Define remote field configurations
• Define configurations to manage Customers, Lists, and Works
• Assign approval flows
• Design print templates for both web and mobile apps
• Restrict form availability to certain employee groups
• Share public form links and barcodes with external users
• Configure data sharing with external systems through API
• Configure automated report delivery
• Manage and update referenced items in the list that is configured in the form
• Control the visibility of the display columns in the web app
• Define email groups to share the form submission data
• Upload help documents to assist the users while submitting the form