Initial Form setup ↴

First of all, you need to do some basic form setup: specify the name of the form and select the Company where it will be located if you have access to more than one company. Only users of the selected Company will be able to see the form. 

Then, select the Kind of form:

Read more about kinds of form by these links:

Internal form

External form

Anonymous form

When you select the desired form type, you can enter the Form Description.

Finally, you can restrict the viewing of form results to certain roles, using the “Restrict to view results” switch.

You can disable the switch and then the results of the form completion will be visible to all users who have access to this form. 

However, if you want to allow only certain user roles to view the form results, you can leave the “Restrict to view results” switch on and select the roles that will be able to view the form results from the drop-down list.