Forms

6 articles

Frontline Portal - Create a new form

In addition to the ability to create forms and surveys as part of a task , the Frontline Portal offers the ability for users to submit forms without needing to receive a Task first. We understand tha…

Updated by Leigh Hutchens

Frontline Portal - Forms Dashboard

Forms Library. The Forms Library contains any published forms that you have viewed or used. Forms can be used by different roles in different ways: HQ / Field leaders : Use the Forms Library to explo…

Updated by Daniel Sjögren

Frontline Portal - Adding questions to a Form

You should also review Create a new form for broader guidance on creating and sending out forms. Many forms sent out require stores/recipients to supply additional information back and/or to fill in…

Updated by Leigh Hutchens

Frontline Portal - Submitting a form

Navigate to Forms > Forms Library to review the forms available for you to submit. Select the Form that you would like to submit. Read form guidance/instructions. Select Start Form.. Fill in the form…

Updated by Leigh Hutchens

Frontline Portal - Viewing & exporting Form submissions

If you've been set to receive notifications on a form then you will receive a notification whenever a new submission is made. Even if you haven't been set to receive notifications you can still explo…

Updated by Leigh Hutchens

Frontline Portal - Archive a form

If you no longer need a form you can archive it. Navigate to the form in Forms > Forms Library (see Forms Dashboards for more info here). Open the form that you'd like to archive. Open the menu on th…

Updated by Leigh Hutchens