Creating and Sharing Forms

Overview

Forms in SharpCloud allow you to capture structured input from users to create or update items in a story. They can be customised, shared widely, and configured with permissions and notifications.

Note: Some features are only available in SharpCloud v9.5.0914 and later.

Accessing Manage Forms

To create or manage forms:

• Open the Forms tab and click Manage Forms, OR

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• Use Story Setup → Forms

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This opens the Manage Forms window where you can create or edit forms.

Creating a Form

To create a new form:

• Click Create New Form

• Configure fields and requirements

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By default, forms include:

• Name

• Description

• Category

• Published

You can:

• Select additional attributes using Select Fields to show

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• Mark fields as Hidden to predefine values

• Set fields as Required (except Name and Category, which are mandatory)

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• Assign Default Values to guide user input

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• Customize Display Names to make fields more user-friendly

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Previewing Your Form

• Click the ellipsis (3 dots) and select Open form in new window

• Review how the form appears to users

• Copy the form URL for sharing

Setting Access and Notifications

Before sharing:

• Configure access using Allow Anonymous and Allow Viewers

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• Enable Notify Story Owner to receive email alerts on submission

Note: Notifications are sent only to the story owner and require SharpCloud v9.3.0611 or later.

Sharing Your Form

Forms can be shared in several ways:

1. Through the toolbar (Create users)

2. Via the SharpCloud Dashboard (Forms tab)

3. Using the form URL

4. By generating a QR code from the form menu

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These options allow you to distribute forms to a wide audience for idea capture or data collection.