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Use Get form from any Application:
Formlinks Applications are online and ready to use preconfigured solutions:
Formlinks audience are use membership groups that have three roles. There is one Owner, who is also a super user. There are some number of Co-owners, depending on the subscription level, that make up the remaining super users. Then, there are the Creators, of which both the Owner and Co-owner can be a member, and additional Workspace users may be available depending on the subscription.
Formlinks has configurable membership audiences and each audience has three user roles.
There are hundreds, if not thousands, of use cases that Formlinks can support. Instead of discussing all possible use cases, here is a summary of the most common use cases.
Every Application will generate a document from the template when a form is submitted. Anything on this document template's layout, colors, logo can be changed. Use this Help Guide for detailed information.
Use the Webform Wizard to edit form layout, Data Points, expressions, tabs and other parts. The Form Wizard is available from the Application's context menu. Use this Help Guide for detailed information.
Application audience is only for
Workspace membership access
which includes configuration and working with Records.
The super users are part of the base subscription and can be added to Co-owner and Creator roles.
Workspace users can be added according to the selected subscription limit and are applied to the Creator role.
The super users count for one of each of the Workspace licenses allowed.
Links being clicked by users accessed from web pages, emails and Campaigns are not added to the Application Audience.
Add additional Audience members by doing the following:
Use conditional assembly to change text, insert text, delete text, append document, or prepend document to a generated document based on user input. Rules are configured to evaluate the inputs and apply conditional logic. For instructions, click here [link is coming soon].
Use form assembly to hide/show, enable/disable and set default values on forms based on user input. Rules are configured to evaluate the inputs and apply conditional logic. For instructions, click here [link is coming soon].
Forms that are opened from links that are published on web pages, sent from Records or sent through emails can have the form launch area branded. The form launch area is what you see when you select "Test form" from this site that has "Fromlinks Ready to Use Applications" at the top of the page. The launch area allows the title and the border colors to be changed.
If you need to upgrade or downgrade your billing plan to change the number of super users, new monthly submissions or storege limit, please follow these steps:
Use Application Properties to set the Application category, name, tooltip, description, service email, audience and culture. Use this Help Guide for detailed information.
Use the service email account to send emails on behalf of the Application through a specified Office365 email.
Any Application may be used for Campaigns and there can be any number of Campaigns running concurrently for an Application.
New applications are initially generated from a Word document. Using Word, create or use an existing document with the appearance and format that you would like to appear. Tag the document with any Data Points using the tag format [$tagName]. Follow these steps below for a summary or use this Help Guide for more detailed information.
Any Application can Publish Webform links. The links can be placed on web pages and sent through emails.
User responses can be downloaded in bulk. There are also other options to get data using Inbound API.
Use Send Record Link when there is an active Record in the Workspace and you either want to partially fill in information for the client or send it to the client for the update.
When an Application is imported into the Workspace or deactivated, the Application name will appear in red. This allows you to review the Application, form and document to determine if you want to use it. It also lets other users in your Workspace know that you are either reviewing or working on this Application. When you decide that you do want to use this Application, you'll need to toggle the Webform Wizard and save the change.