Assigning Skyline Forms

Once a form has been created it can be assigned to everyone, a groups of users or specific users. The forms are displayed in the User Forms tab. The tab name can be edited to display a more relevant description if required.

An example of the User Form tab containing two forms.

To Show the User Forms tab:

1.	Log in with Administrator rights and go to Admin.

2.	In the Portals section click Portal Configuration.

3.	Find User Forms - Show Tab in the list.

•	If the option is set as True the Forms tab will be visible.

•	The option is False the user will not have access to the Forms tab.

4.	To amend this option click .

5.	Click to save the setting.

To Assign Forms to Users:

1.	In the Products section click Assign Customer Forms.

2.	The Assign User Forms window opens. Forms can be assigned to All Users, Selected Users or User Groups.

3.	To Assign a form to All Users select the Form and then select . Click to confirm the change. The form will show that is has been made available to everyone:

4.	To Assign a form to Selected Users select the Form and then select . The available users will be shown in a list. Select the required users and then click to confirm the change. The form will show that is has been made available to everyone:

5.	To Assign a form to User Groups select the Form and then select . The available groups will be shown in a list. Select the required group and then click to confirm the change. The form will show that is has been made available to everyone:

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Help URL: http://www.yourdomain.com/help/index.html?assigningskylineforms.htm