You may send a request for information to contributors by sharing an iSheet form via a link or in an email. This form is based on an iSheet and will add a new record to the iSheet when it is submitted.
iSheet form sharing must be enabled for your instance by HighQ support. It can be enabled for all system admins, internal admins, or restricted to a selection of admins. Please contact HighQ support to discuss and enable iSheet form sharing.
System admin configuration
To add iSheet Form sharing, a system administrator must first enable it at the system level. Navigate to your
Profile
>
System admin
>
System settings
. Scroll down to
iSheet form sharing settings
:
note
Remove the tick from the checkbox next to an option to change it from the default setting. The default setting depends on the access enabled by HighQ support.
Enable iSheet form sharing
- select which iSheet admins can share an iSheet form.
Users or groups with access to iSheet form sharing
- only shown if
ON for selected admins only
is selected above. Enter user or group names to give permission to share iSheet forms from the iSheet module.
note
Remove the tick from the checkbox next to this option to change it from the default setting ('
OFF
').
Default 'Share via email' permission
- select the option shown by default when
Share iSheet form
is selected in an iSheet:
Anyone with the link
- the link in the email may be shared freely; anyone with the link, including anonymous users, can access the form and enter a record.
Anyone with the password
- as above, but the form is protected by a password (defined when
Share iSheet form
is selected). Inform contributors about the password in a separate communication.
Recipients must register
- recipients without an account must self-register before they can view the form.
Specified system users only
- Only registered users defined when
Share iSheet form
is selected can view and enter a record.
Select
Restrict to this option only
to remove permission to change from the
Share via email
option set here.
Default 'Share via link' permission
- select the option shown by default when
Share iSheet form
is selected in an iSheet:
Anyone with the link
- the link may be shared with anyone, registered or not. Anyone with the link, including anonymous users, can access the form and enter a record.
Anyone with the password
- the form is protected by a password (defined when
Share iSheet form
is selected). Inform contributors about the password in a separate communication..
Users in my organisation
- the link can be opened by users registered on your site..
Any registered system user
- the link can be opened by users registered on your instance.
Select
Restrict to this option only
to remove permission to change from the
Share via link
option set here.
Enable captcha
- select
ON
to require a captcha check before the contributor can view the form. This option can be turned off when the iSheet admin prepares to share the form.
to set permissions for anonymous and self-registered contributors.
note
Permissions can be applied both at the column level and the iSheet level. Contributors only see input fields for columns that they have permission to view.
Optional iSheet template configuration
If your site uses iSheets templates, you can set iSheet form sharing to
on
or
off
by default when a new iSheet is created from the template.
Navigate to your
Profile
>
System admin
>
iSheet admin
.
Select the title (name) of the iSheet template:
Then select
Edit
(under
Properties
) for the iSheet that will support form sharing:
Scroll down and select
Enable iSheet form sharing
.
Select
OK
to confirm, then
Save
.
Site admin configuration
A site admin must enable
iSheet Form sharing
for each iSheet that requires this feature.
Select
Admin
>
iSheets
(under Module settings). Click the name of the iSheet:
to set permissions for anonymous and self-registered contributors.
note
Permissions can be applied both at the column level and the iSheet level. Contributors only see input fields for columns that they have permission to view.