How-To: Link data destinations to forms

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Link forms to data destinations to send data and completed forms to additional people or places.  If a form does not have any data destinations attached, form submissions can be downloaded only from the Data & Analytics tab of the web portal. 

 

Link a Data Destination 

  1. Select the form to connect to a new data destination.

    Work_Order_Select.png

  2. Select Edit Form.
    edit_form.png

  3. Under the Destinations tab, click Add

    Add_Destination.png

  4. Select the data destination to link the form to using the drop down list. 

    select_destination.png

  5. Select the document(s) to be sent to the data destination.  Read more about documents.

    add_type.png

  6. Repeat for each data destination to link.  

    • Connect as many data destinations as you want.  

    • Each data destination can only be used once per form.

  7. When all destinations have been added, click either Save as Draft to save as a draft, or Save and Deploy to make changes active.
    2016-02-22-SaveOptions592px.png


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