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Add Forms to a Specific User

 

Occasionally, you may come across a situation in which a form needs to be added to a specific user. This can happen when you have forms that aren’t triggered to add automatically but need to be added on a case-by-case basis.

To begin this process, click on Users to navigate to the User Management tab.

Hover over the User you wish to add a form to. Click their progress bar to open up a menu that will present their current forms.

You can see the forms that are contained at both the head level (parent) and sub-unit (child) level here if you have a group or family system.

Note that a red circle will determine that a mandatory form has not been completed, and a green circle will determine that a mandatory form has been completed. In order to add a new form that your User does not have in their current form list, click “Add Forms” in the bottom right corner.

add forms to a user

In the new menu, you will see the list of forms that are not currently listed in your User’s total forms. Find the form you wish to add and click the gray “Add” button. Note that you can add multiple forms at once. In order to do this, click the gray “Add” button for each form you wish to add before moving forward.

select forms to add to user profile

Now that you have selected all of the form(s) you would like to be contained within your User’s form list, click the green “Add Forms” button in the bottom right of the pop-up menu to move forward.

confirm add forms to user profile

Once you have completed this step, you can now view the forms in your User’s form list the next time you click on the progress bar. If you’d like, you can send an email to this User to let them know that they have new forms to fill out. Within Emails, you will find a token under “System Fields” that will list this User’s incomplete forms, allowing them to click on them through the email.