to distribute actions to new users on individual formsThe distribute step provides team members with the ability to distribute the form messages to other users within a Workspace.
1. Click on Form ID to view the Form
2. Click on the
to distribute actions to new users on individual forms
3. Select Company or Distribution Groups from the top drop down menu
Once a Group or Company has been selected, the appropriate individuals will appear.
The Companies option is available in the dropdown only if you have
Allow Custom Distribution
- All Orgs
or Allow Custom Distribution
- Own Org
privilege assigned.
Names of the companies other than your company
will be displayed for selection only if you have Allow
Custom Distribution - All Org privilege assigned.
4. Select individuals to receive action by clicking on their name/s
Users may multiple select by using their Shift or Ctrl key
5. Click on Add to Distribution List to confirm selection
Only users having access to the Form Type in which the forms exist
will be allowed to be added to the distribution list.
6. Select Action Required, Respond By time & enter Action Notes for each individual where necessary
During distribution, the calculation for number of days for action to be completed may also be dependent upon working days and/or holidays defined in Working Calendar.
Click on 
to Remove Duplicate Actions from the distribution list.
Click on 
to Remove
Duplicate Recipients from the distribution list.
Click on the 
icon to select Respond By time
The Instant Email Notif. shall be pre-populated form
User Preferences
7. Click on Distribute to send
Email Notif. shall be triggered to users based on definition.
Useful Links: