Quick Share (Publish Options)

In this blog, we will walk through how to share a form for a specific record using the Quick Share Options.

This functionality is useful when you need to share a form link or QR code with a specific records. To begin, you create a form with the required fields and publish it. Once the form is published, a Publish tab becomes available. Under the Publish tab, you’ll find the Quick Share section, which provides two options : Share with Link and Share QR. Using these options, you can share the form for a specific records. The form will be linked to that record and can be easily shared via a direct link or QR code, making it simple for access and submit their response.

Steps to Create the Form in Forms Made Easy :

Step 1: Go to the My Forms tab and click on the "Create New Form" button.

Step 2: Enter the form name and select the form type (Salesforce Objects or General Fields).

- Currently I have chosen the Salesforce Object option.

Step 3: Select "Contact" as the Primary Object and click the "Create Form" button.

Step 4: Go to the Object Fields section and click on "Contact."

Step 5: Drag and drop the First Name and Email fields from Contact.

(Note: The Last Name field will be automatically populated because it is a mandatory field on the Contact Object).

Step 6: After all of that, you can publish the form by clicking the "Publish" button.

Step 7: Click the "Publish Form" button.

Step 8: Click on "Done" to close the modal.

Step 9: Once the form is published, an additional Publish Options tab becomes available.

Under this tab, there is a sub-option called Quick Share. Click on "Quick Share."

( Note: If the form is already created, click "Edit," go to Publish Options, and click "Quick Share.")

Step 10: Inside the Quick Share section, you will see two options :Share with Link and Share QR.

- Currently I have chosen the Share with Link.

Step 11: Within the Share with Link section, you will see the Form Status displayed as : Published.

Step 12: Click on the "Copy Link" button to copy the form URL, which you can then share with others. You can also manually copy the link.

Step 13: Click on the "Open" button to directly open the form in your web browser.

Step 14: Now, Click on the "Share QR" tab.

Step 15: Click on the "Download QR" button to download the QR Code. You can also scan the QR code directly to open and fill out the form.

Step 16: Now, Click on the "Share with Link" tab and click on the "Open" buttons to open the form in your web.

Step 17: Enter all the information and click the "Submit" button.

Step 18: Go to the "My Forms" tab and refresh the page.

Step 19: Click on "Submission" buttons to see the submissions.

Step 20: Here, all submissions for that form will be displayed.