Yes, you can! In the Forms settings, you can set Sharing Options to the form, with which you can create automatic sharing rules to ensure that the right person will always receive the form entries - as soon as they're submitted.
To share a form entry with users who are not admins on the account, you have three options:
Share every entry automatically with pre-selected users
Set up conditional sharing rules based on form responses (advanced auto share)
Allow users to share entries according to their selection from a list
To access and enable these share options, simply access the Forms feature and click on the relevant form, click on Options > Settings > Share options tab.
The first option allows you to automatically share each form submission with any user in your Connecteam account, any external email address, or users' direct managers. This is ideal when specific people need to receive all form entries. For example, a logistics supervisor can automatically receive every equipment-use form submission, even if they're not an admin. You can select one, multiple, or all of these sharing options.
The second option Create smart sharing rules based on specific conditions in form responses or user profiles. For example, send high-value orders to finance managers or route requests based on departments. Set up multiple routing rules to ensure information reaches the right people. For example, a supplier can automatically receive all relevant inventory forms,
The third option is great to choose when you might want to have the form entry shared with a specific person depending on a specific situation. For example, in a construction company, you may have several teams fill out the same end-of-day report, but each team has different employees who should be receiving the form the following day when they pick up where today's team left off. This is when this option comes in handy.
This is how it will look for your users when submitting the form:
💡Tip: You can also allow your users to select multiple users and make it so they have to choose at least one user from the list, ensuring that the entry is shared at least once.
For more information on form share options, click here.
For more information on the Forms feature, click here.
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