Community and Group Editions
Recurring eForm Blueprints let administrators schedule a series of forms that are automatically created and automatically archived on specified dates.
When creating a Recurring eForm Blueprint, you'll notice an additional tab called "Recurring Options". Apart from this, creating a Recurring eForm Blueprint is pretty much the same as creating a normal eForm.
How to create a Recurring eForm Blueprint
1. Add eForm
Add an eForm and choose the type of eForm you want to create.
2. Choose your template
Start from a blank eForm or use a Best Practice eForm Templates
3. Edit the recurring Form blueprint and Save
add a title for your recurring eForm with a placeholder date (if a date placeholder is not used, then we will add an automatic date to the title for you)
- add questions
add an acceptance or signature element
4. Add members
Add members you want the form sent to
Choose Dynamic Members then click Choose Filter button.
Choose the filter that you want to choose and Click Confirm button to save it.
Click Save and Next button.
5. Recurring Options
The Recurring Options section is where you choose when to automatically create the forms.
- Select dates for the forms to be created
- Select a time for the form to be created
- Select a time to archive the form
- Select a notification schedule
Save your recurring options
After saving, the new eForm Blueprint can be found in Settings>Recurring eForm Blueprints