Add Multiple Participants

How to Add Multiple Participants to your Form

There are currently 2 separate areas that must be addressed when you have multiple participants that must access a single form. 

1. Identifying Participants - The Participants Menu allows you to identify each participant, determine how the participant will be identified and configure their emails, notifications and confirmation screens. 

• Action > Edit Form Template > Participants > Add New Participants - to identify and add each participant
• Action > Edit Form Template > Participants > Edit - to configure each participant, configure their emails, notifications and confirmation screens

2. Identifying Participant Section of Form - When multiple participants have been enabled, each form item’s ‘Section’ must be aligned to a specific participant, which identifies who should be giving a response for that form item.

• For each Edit Item > Advanced > Section > select participant responsible for giving a response for that form item.

Participant’s section colors - Once each form item is assigned to a specific participant via the ‘section’ field, the response boxes will become color-coded. In Design view, each participant’s fields will appear in a distinct color, making it easy to see which items are assigned to which participant. 

• Example - Each participant whose section is assigned will be displayed as a different color in the design view, as seen below: 

NEXT STEPS

• Workflow Type - identify how the form should flow to participants. 
• Designate Participants - configure how each additional participant will be identified.
• Configure Multiple Participant Emails - configure emails related to each participant.
• Hide a Participant section of form from prior Participant(s) - See Rules - Example 1
  • Designer Resources > Form Items > Rules - Example 1

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu