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After creating a form based on your requirements, you can attach the form to the user forms level"User Forms" or “User Profile Forms“ levels.

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titleSteps to attach user forms...
  • Click on the spanner icon next to the form.

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  • Attach the form at the "User Forms" or “User Profile Forms“ level.

  • You can add this form for all the institutes, or you can select the specific institutes.

  • To capture more than one record, you can select the "Multiple records allowed" checkbox.

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Once you attach forms at the user forms "User Forms" or “User Profile Forms“ level, you will be able to see those under the user form’s tabrespective tabs from the user’s overview page. You can click on the form and do data entry.

User Forms

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titleSteps to do data entry for user form...
  • Navigate to the "Users" card.

  • Select the user for whom you want to capture the training data.

  • Click on the "Forms" tab from the User's overview page.

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User Profile Forms

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titleSteps to do data entry for user profile form...
  • Navigate to the "Users" card.

  • Select the user for whom you want to capture the data.

  • Click on the "Profile" tab from the User's overview page.

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