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How To: Make a form available for use

Lightship Forms are a simple, flexible way to capture data in both the office and in the field. Forms can be created in minutes and immediately used within your custom automated workflows.

To make a form available for use, a team must be given access to the form and the form must be available in a workspace that the team has access to.

1. Under Resources, open the list of Teams.

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2. Select the team that needs access, open the Forms list and click the Edit button in the top right corner of the screen.

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3. Find the form in the list, select it, and hit Save. Any users that are members of this team will now have access to the form.

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4. Next, confirm that the form is present in a workspace by checking under the workspace's Forms list.

*We can add a form to a workspace the same way we added a form to a team in step 2 above.

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5. Lastly, confirm that the team has access to the workspace by opening the Teams list. 

*We can add a team to a workspace the same way we added a form to a team in step 2 above.

 

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