N.B. If you have created a form in your Staging site, clicking Publish will NOT automatically transfer it to your Live site.
To publish a form, from within the form editor itself, click Save (if you have not already done so) and then Publish from the top right hand of the screen.
You will now be presented with the following options - these dictate where your published form will be able to be used:
Publishing a New Form for Use within a Scheduled Task
To publish a form for use within a Scheduled Task, select Scheduled task form from this list.
Upon selecting this option and clicking Publish, the form will become available for you to use straight away when creating a new Scheduled Task within the system you are logged in to, without any need to contact Radar support!
If you are creating this form in Staging, it will be available to use in Staging only.
If you are creating this form in Live, it will be available to use in Live only. For this reason we recommend that New Scheduled Task forms are created directly into your Live system.
Publishing a New Form for Use within an Event
If you are publishing a new form that you would like to use for an Event, once you have published you will still need to contact us here at Radar in order to link this form in to the relevant area accordingly.
Please see guidance below:
There are a selection of options that you can choose when publishing a form for use within an Event.
Supporting form (Default) - If you would like your form to be used as part of an Event and you would like this form to be available to be used in the "Add a form" option within a recorded event, select this option.
This is the recommended option for publishing forms that you wish to use as part of an Event, as forms published using this option can be used within any area of an Event.
Required form - This type of form is the first form completed by a user when reporting a new Event.
Event form - This type of form can only be used as part of a workflow within an Event
Publishing a New Form for Use within a Compliance Requirement
If you are publishing a new form that you would like to use within a Workforce Compliance Requirement, once you have published you will still need to contact us here at Radar in order to link this form in to the relevant area accordingly.
Please see guidance below:
- Creating a new Compliance Requirement
- Adding Forms, Questionnaires and a Bespoke Workflow to a Workforce Compliance Requirement
To publish a form for use within Workforce Compliance Requirement, select Compliance form from this list:
You can find guidance on updating an existing form here: Updating a Form