V3: Publish a Form

Publishing a Form makes it available to use. When the form is ready to go live, select it in the Forms list and click Publish. You can also publish a From from Step 3 of the Forms Designer.

Fix Form Warnings

If there are any issues that need to be fixed in a Form before publishing, you can see the Warnings list screen by going to the third step of the Forms Designer or by clicking the Publish button from the Forms list.

“Must Fix” warnings indicate a problem that prevents the Form from publishing:

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“Suggested” warnings let you know of potential problems, but you can still publish the Form without fixing them.

Click each blue “Fix Issue” link to go to the page with the problem. The issue will be highlighted in red.

 

Unpublish a Form

If you need to make a change to the Form, you need to first unpublish it. You can unpublish a Form at any time.  When you unpublish a Form, the system will save all past Form responses but users are no longer able to access the Form until it’s published again.

 

Where Will Your Form Live?

After you click Publish for a form, you can specify where the form will live under Form Options:

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For “Where will this form be published?” select one of these:

  • Website
  • Mobile
  • Office
  • Mobile and Office

 

Publish a Form to a Website

If you are publishing to a website, select one of the following options:

Hosted Form

If you choose this option, the Form will live on its own page on the SA server.

  • Click Copy to copy the form’s web address to your clipboard.
  • Place it on a social media website or other location of your choice.

Embedded Form

With this publishing option, the Form lives directly on your website.

  • We’ll give you the iFrame code with all the form’s information for you to embed on your website.
  • Any updates you make to the form in SA will automatically update your website.
  • Click Copy to copy the form code to your clipboard.

Source Code

This option for advanced users provides the complete source code of the form.

  • Click the link below to email all three options to your webmaster.
  • If you later change the form and republish it, you will need to copy and paste the source code again.

 

Publish a Form to a Mobile Device

If you are publishing to the Team app:

  1. For “Publish Form To Mobile” select the type of item in SA that requires this form: Accounts, Services, or Timesheet Action.
  2. For the next questions, All is the default. If you click Choose, select the check boxes you need.
  3. Adjust the toggle switch to make Form responses required
    1. "YES" will automatically prompt your team to fill out this form at the start or end of a visit.
    2. "NO" will not prompt the Team but they can access and submit the form.
    3. If you require this form to be filled out, for “When should the form be filled out?” select either Start of Visit or End of Visit.

Accounts or Services

Specify who should fill out the form and when:

  • Which accounts/services use this form? - If you click Choose, select the check boxes for the Accounts you want
  • Which roles can fill out this form? - If you click Choose, select the check boxes for the accounts you want

Timesheet Action

  1. Select the type of item in SA that requires this form: Accounts, Services, or General.
  2. For the next question, All is the default. If you click Choose, select the check boxes you need.
  3. For “When should the form be filled out?” choose when you want the user to be prompted to fill out the form.

 

Publish a Form to Your Office

If you are publishing to your SA desktop:

  1. For “Publish Form To Office” select the type of item in SA that requires this form: Accounts, Services, or General.
  2. For the next question, All is the default. If you click Choose, select the check boxes you need.

 

Publish a Form to Your Office and Mobile Devices

For “Publish Form To Mobile and Office” select the type of item in SA that requires this form: Accounts, Services, or General, then follow the steps above for publishing to Mobile and Office.

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