How to Assign or Enable an Intake Form for a Parent Form

Instructions

1. Open the Published Parent Form

• Navigate to the Forms section on your Smarter Drafter dashboard. Find and open the published version of the parent form you want to assign an Intake Form to.
  
  

2. Access Settings

• In the parent form's menu, click on Settings to access the form’s settings panel.
  
  

3. Go to Related Forms

• Within the Settings panel, click on Related Forms.
  
  

4. Create Intake Form

• Click on the Create Intake button. This will open the New Intake Form pop-up.
  
  

5. Name the Intake Form

• In the pop-up window, enter a name for the Intake Form. It is highly recommended to use the same name as the parent form to avoid confusion, with a suffix such as (Intake Form) for easy identification.
  
  

6. Click Save

• After entering the name, click on Save. Your Intake Form will now be created and automatically linked to the parent form.
  
  

7. Confirm the Assignment

• The newly created Intake Form will open. You can confirm that it has been assigned properly by checking the form’s version label. The Intake Form will inherit the settings of the parent form, such as visibility and publication status.
  
  

Common Issues & Solutions

• Issue: Intake Form doesn’t appear after clicking Save.
• Solution: Ensure that the parent form is published. Intake Forms can only be created and linked to published forms.