How to Switch Between an Intake Form and its Parent Form
Learn how to switch between an intake form and its parent form in Smarter Drafter Pro.
Switching between an Intake Form and its associated parent form is essential when managing submissions or making edits. This guide explains how to easily navigate between these forms to streamline your workflow.
Instructions
1. Open the Published Parent Form
- In your Smarter Drafter dashboard, go to the Forms section and open the published version of the parent form you are working with.
2. Access Settings
- Once in the parent form, click on Settings to open the settings panel.
3. Go to Related Forms
- In the settings panel, click on Related Forms to manage the Intake Form and other linked forms.
4. Switch to the Intake Form
- In the Related Forms section, locate the Intake Form. Navigate to the relevant folder or subfolder and click on the Intake Form. This will open the Intake Form version associated with the parent form.
5. Switch Back to the Parent Form
- If you are currently working in the Intake Form and want to switch back to the parent form, simply click on the Back to parent button. This will return you to the parent form’s settings for further management.
Common Issues & Solutions
- Issue: Unable to locate the Intake Form in the Related Forms section.
- Solution: Double-check that you are working with the published version of the parent form. Intake Forms are only linked to published parent forms.