Why has my client received a Smart Form that they can't edit?
If you have sent a form to a client intending it to be used as a Smart Form, but the client receives it in a non-editable state, it is most likely that you have opened the form first, and then sent it via Direct Message using the icon at the bottom right of the form.
Smart Forms should be sent directly from the favourite forms page by clicking on the icon at the end of the row of the form you wish to send, under the Smart form heading:
Or as a link added to an email.
If you click on the name of the assessment from the favourite forms list to open the form and then select the DM icon at the bottom of the screen, this will send a regular read-only assessment to the client. They won't be able to complete it and send it back to you.
You can check what's been sent to your client by looking at the messages tab of the client summary and opening the sent message.
If you open a sent smart form message, you'll see the information sent alongside the form and an indication here if it relates to a smart form:
If you have opened the assessment and then clicked the icon, you'll see the form on screen when you open the sent message:
If this is the case, return to Create -> Form/Assessment and choose the form you'd like to send by clicking the icon under the Smart form heading as pictured above, or to Create -> Email and use the Forms icon to add the form link to your email.
Smart Forms should be sent directly from the favourite forms page by clicking on the icon at the end of the row of the form you wish to send, under the Smart form heading:
Or as a link added to an email.
If you click on the name of the assessment from the favourite forms list to open the form and then select the DM icon at the bottom of the screen, this will send a regular read-only assessment to the client. They won't be able to complete it and send it back to you.
You can check what's been sent to your client by looking at the messages tab of the client summary and opening the sent message.
If you open a sent smart form message, you'll see the information sent alongside the form and an indication here if it relates to a smart form:
If you have opened the assessment and then clicked the icon, you'll see the form on screen when you open the sent message:
If this is the case, return to Create -> Form/Assessment and choose the form you'd like to send by clicking the icon under the Smart form heading as pictured above, or to Create -> Email and use the Forms icon to add the form link to your email.
Updated on: 29/07/2022
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