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How to assign a form to a user

May 10, 2019 · Workflows & Forms,

BizMerlinHR allows you to access publicly available forms, or to restrict access to forms by “assignment”.To assign a form to a user, follow the steps below:

  1. Go to the form you would like to assign to a specific user (Go to top right “Setup” menu > “Forms, Workflows & Templates” sub-menu > “Forms” link)
  2. Click on the form you would like to assign and that has the availability “Assigned”
  3. Scroll down to the “Assignments” section
  4. Click on “+ New Assignment” and select the user you would like to assign the form to
  5. The user will receive a notification in their email regarding the form assignment AND will find the form available in the “Forms” tab of their user record