Each form has a handful of settings that can be configured on a per form basis, learn what each of them do in this article.
Whether you are creating a new form, or editing an existing form, Form Settings can be accessed to setup how the form operates with the rest of our Weever system.
Form Settings:
Status
- Published - forms are available to be submitted.
- Draft - forms are hidden. You can also draft old forms to archive your submission data.
Name
This is the name of your form.
Folder
Keep your forms organized in folders. Choose the folder in this dropdown to add your form. To add new folders or edit folders navigate to "Form Folders".
If you are building an inspection form, choose to the "Scheduled Inspections" folder.
Learn how to manage Folders here.
Form Owner
Use this field to call out what forms you own.
Refresh on submission
After the form is submitted a new blank copy of the same form loads immediately. Ideal for group training forms, visitor log forms, form terminals, etc.
Create an "Action Tracker" workflow on form submission:
After the form is submitted, each submission creates a workflow on the Action Tracker tab so users can work on the form over multiple sessions or assign follow-ups to other staff.
Open Workflow Settings
Requires a comment when closing the workflow
Makes a text box popup display when a workflow is being closed so comments on the closure can be captured.
Notify the workflow creator when the workflow is updated
Informs the original form submitter when any other User has made changes to the workflow from the Action Tracker page.
User types allowed to assign on form submission
Allows you to select which user types will be able to assign the workflow after its been submitted.
Users allows to edit workflows created using this form
Allows you to select which user types will be able to edit workflows created by this form on the Action Tracker page.
User types allows to view workflows made using this form
Allows you to limit who will be able to see the submission on the Action Tracker page. Useful if you want to restrict staff users from seeing certain submission data.
Email Recipients
Emails listed here (separated with commas) will receive an email notification upon the the first submission of each entry. If a form creates an action item in the Action Tracker page, changes saved henceforth will not incur an email notification to be sent again to the emails listed.
Points awarded on submit:
If you have Weever Rewards, you will be able to assign point values to be awarded to the User completing the form when they click submit the first time. Learn about Weever Rewards here.
And thats it!
Now you know how the Form Settings work for each Form!