Form Builder Form Packages
Table of Contents
What are Form Packages?
Form packages promote sharing your forms with colleagues and others in your company. These packages can include one to many forms that contain all the dependencies needed to make them function.
How do I build a Form Package?
Don't see the Tutorials tab? Talk to a support agent about getting Walk-Me installed in your environment.
To build a form package, please follow the instructions below.
STEP 1. Hover over the Forms tab and under Form Packages, select Package Builder.
If your company is using the User Management interface, click the Mega Menu, and under Form Packages, select Package Builder.
STEP 2. Give your Form Package a name and a description. PLEASE NOTE: The two fields are required.
STEP 3. Select the form or forms you want to add to the Form Package, and then choose the components you wish to include such as localization, scoring, subforms, etc.
STEP 4. Choose the publish method from the options below.
PLEASE NOTE: Only Server Admins will see the Private option.
- Download: The package will be saved locally to your computer.
- Private: The package will be uploaded to iFormBuilder storage, and will be made available to the profiles you select (shared profiles).
- Public: The package will be uploaded to iFormBuilder storage, and will be made available to anyone you share the link with.
STEP 5. If you like, you can enter an email address to be notified once the Form Package is ready for download. Click the Email Alert checkbox and enter the email address.
STEP 6. Click Create Package.
While the package is being created will see an activity indicator on the left side of the screen will show. Once complete the icon will turn green, you can hover over the icon to show more information.
- Package Building
- Download complete
- Public Option Complete
- Private Option Complete