How To: Add a form to a workspace

Your workspace form list contains all forms available to you within the workspace. Forms are NOT available for use outside of a workspace. In order for a user to have access to a form, the form must be added to one of their teams.

1. Open a workspace and navigate to the form list.

  • Select a workspace from your workspace list to open the workspace dashboard.
  • Select "Forms" from the left-side menu to open the form list.


2. Edit the form list.

  • Click on "Edit" button.


3. Select the form(s) from the list of available forms and click "Save".

  • Adding a form to a workspace does not guarantee that a user will have access to it. The form must be added to the appropriate team(s) in order to grant permission.




Have more questions? Submit a request