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How can form submissions be visible to individuals other than the form admins?
How can form submissions be visible to individuals other than the form admins?

Use the share options to send form entries to third parties

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over 3 months ago

You can do this with the Share Options capability within Forms! This allows you to share form entries with relevant stakeholders inside/outside your company.

To make form submissions visible to individuals other than the form admins:

  1. After creating the form, access the Options, select the Settings

  2. Navigate to the Share Options tab

  3. First, choose if the entry will be sent to recipients as (1) an attachment, (2) a link to download, or (2) in the email body.

  4. Second, select the relevant option(s) out of the following three:

    1. Share every entry automatically with the following - This option allows you to ensure each entry made is shared with the relevant people. You can select the relevant users/admins within the platform or write the email of any external parties.

    2. Entry will be shared according to users' selection from a list - This option is great in case you'd like the entries to be shared with a specific person (i.e Direct manager, HR department, etc). If you choose this option, you can add all relevant users/admin, and any external emails and when the user is about to submit their entry, they will need to select who to send it to.

    3. Allow users to add an email address manually - This option allows your employees to send the form to an external email of their choice.

  5. Once you make your selection, save the changes.

Please note: you can select one of the options explained in step 4 or all of them.

*The Sharing Options are available from the Advanced plan under the Operations Hub*

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