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Creating a form - Basic form properties - When creating a form, you will first be prompted to identify your form properties. Enter a name for your form and then fill out the additional settings. See below for an explanation of each setting. Active - Determine if the form should be accessible yet. If the active option is not chosen, then users will not be able to complete the form. Leaving $Active$ unchecked allows you to work on a form before making it live to your users. Start/end time - The time period for which the form should be open. Submissions will only be accepted during this time period.
Submission Restrictions - Determine if you want to restrict the form to certain users. If you're creating this form at the administrative level, you have the option to restrict the form to primary contacts in specific organization types. If you create this form in an organization, you can restrict the form to users within your organization that hold a specific position. If you want to make your form available to any user in your community, do not select any submission restrictions.