Assigning Forms To Users

Assign Forms to users to allow your users to complete them. There are two primary methods for assigning forms to users, both of which are described below.

Assign Forms to a Single User

In the event that you wish to have a single user complete a form, all you must do is assign the Form record to that user. Out of the box, Form record ownership defines visibility for users. This means that, when a user is assigned a form, it becomes available in that user's custom list views in Salesforce. It also means that they can see the form in the Youreka Mobile App and have access to complete it.

Assign Forms to Multiple Users

In the event that you want users to collaborate on a single form, consider using Youreka's Mobile Form Shares feature. Mobile Form Share is an object that comes with the Youreka Managed Package. The object serves as a junction object between the Form Object and the User Object. When a Mobile Form Share record is created for a form, that user is added to the list of users that can access that Form record on the Youreka Mobile Application.