Share an iSheet form to add records

Enable iSheet form sharing

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.
Follow the steps described below to enable iSheet form sharing.

Contact HighQ support

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
:
  • 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.
  • 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.
Sharing an iSheet that uses iSheet permissions
If you share an iSheet that has iSheet permissions enabled, use the
Anonymous/Self-registered users
system group
 to set permissions for anonymous and self-registered contributors.
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:
Scroll down and select
Enable iSheet form sharing
.
Select
Save
 to confirm.
Sharing an iSheet that uses iSheet permissions
If you share an iSheet that has iSheet permissions enabled, use the
Anonymous/Self-registered users
system group
 to set permissions for anonymous and self-registered contributors.

Sending a form

Open Share an iSheet form for instructions on how to share a form.

This article applies to:

  • PRODUCT: HighQ
  • Subject: iSheets,Setup

Related Content