Private forms

Forms marked as Private are visible only to the form creator, assigned agent and your organisation’s Admin users.

Step by Step Guide

1. When creating a form, it can be marked as Private by toggling the Private option.

Create a form window showing the Make this form private option.

2. From the dashboard, forms can also be marked as Private via the “⋮ ” menu.

When editing a form, you can mark it as Private using the “⋮ ” menu.

REISA Master Forms form actions menu showing Make private selected.

Forms marked as Private will be clearly indicated on the dashboard and within the form details screen.

Form details screen showing the Private form label in the details panel.

3. If a form is marked as Private, it can be set to Public via the “⋮” menu.