Routed group forms combine the functionality of our group forms to send a form to a list of recipients and track completion rates, and add an approval route with additional functionality such as Routing questions and Bulk approval.
Note: This article applies to account holders with form creator access; Please contact your district people admin or another point of contact if you believe you should have form creator access.
Note: The ability to use routed group forms to create multiple folders with different csvs is not supported at this time. This functionality is available on regular group forms only through the "sharing options" link on your Groups/Docs page.
Types of group forms supported:
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Simple group Form |
Group Form with a single recipient per submission |
✅ Routed group form is supported |
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All At Once Group Form |
Group Form with up to 4 recipients receiving the submission simultaneously |
✅ Routed group form is supported |
|
Sequential Group Form |
Group Form with up to 4 recipients receiving the submission sequentially |
🚫 Routed group form is NOT supported |
Note: At this time, routed group forms do not support test approvers and can't be copied to create a new form
- Follow these steps to create your group form.
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Ensure that your new group form is in Test mode.
- Navigate to the View Route or Approvers/ CC tabs to Add a Step to your Group Form.
- Follow these steps to add or remove steps to your form.
- Please take a moment to edit your form's document and assign fields to your new steps as necessary.