In this guide, we will explain how to use the mass form sharing option in Formyoula.
Please note: This option is only available for admin users.
Please go to your Formyoula dashboard -https://app.formyoula.com/dashboard.
Please select a form and click on the "Share" option:
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There are two ways to mass share the form with your Organization's Users:
1) You can share the form with all the users on a particular page. The user list can be increased by selecting the user count per page:
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By selecting one of the sharing options, all the users on the list will gain the selected access to the form:
Create Entries - Users will only be able to submit form entries and will not be able to access captured entries on the Formyoula dashboard.
Create & View Entries - Users will be able to submit form entries and view their captured entries on the Formyoula Dashboard.
Create & View Entries & Edit Form - Users will be able to capture and view entries, edit the form, manage form connections and download all captured entries.
2) You can mass share the form by importing the User CSV file:
First, please export the User CSV file:
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In the exported CSV file, please add a column called "access":
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The form can be shared with the below access levels:
create
create,read
create,read,update
Once the "access" column is added, you can import the CSV file to share the form with all the users on the CSV file list:
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For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂