Site - Administration Settings
Overview
The Settings section of the administration panel allows administrators to modify the configuration of a deployed application at any time. Changes made here will take effect immediately for all new submissions.
Application Settings
Application Name
Update the display name of the application. This name is shown to users when they access the form and appears throughout the administration panel. The vanity URL is generated from the original name at deployment and cannot be changed after deployment.
Department
Reassign the application to a different department from the dropdown. The departments listed are pulled from your organization's department list which can be managed under Settings > My Departments.
Email Receipt
Choose whether the person submitting the form receives an email confirmation after their submission is received. Select Yes to enable or No to disable.
Email Distribution List
Select one or more distribution lists to receive an email notification each time a new submission is received. Distribution lists can be created and managed under Settings > Email Lists. Check or uncheck any list to add or remove it from notifications.
Approval Process
Choose whether submissions require admin approval before being considered complete. Select Yes to enable the approval workflow where all new submissions arrive with a status of Pending. Select No to have submissions automatically marked as Approved upon receipt.
Public Facing
Choose whether this application is accessible to users who are not logged in. Select Yes to allow anyone with the link to submit the form without requiring a login. Select No to restrict the application to logged in users only.
Notes
Update the notes field that is displayed to the user when they are filling out the application form. Use this field to provide instructions, important information, deadlines, or any other context helpful to the person submitting. Leave blank if no notes are needed.
Click Save Settings to apply any changes made to the above options.
Custom List Options
Depending on the fields configured for this application, one or more custom list sections may appear below the main settings form. These sections allow administrators to manage the selectable options for dropdown and checkbox fields that are specific to this deployment.
Viewing Current Options
Each custom list section displays the field label at the top followed by a numbered list of all currently available options for that field. These are the options that users will see when filling out the form.
Adding a New Option
At the bottom of each list section there is an input field with an Add button. Enter the label for the new option and click Add to make it immediately available to users filling out the form.
Removing an Option
Each existing option has a Remove button next to it. Click Remove to permanently delete that option from the list. Removing an option will not affect submissions that have already been recorded with that value.
Notes
- Custom list options are specific to this deployment and do not affect other applications even if they use the same field types.
- Options that come from organization wide lists such as departments are managed separately under Settings and are not editable from this page.