How to: Use and distribute a Private Form (Special Feature) (Admin)

Private forms are a secure way to collect sensitive data from the Zenput mobile application. Private forms are an upgrade to your normal Zenput service. 

If you would like to enable the private forms feature flag on your account, please contact your customer success manager for pricing information.

Using the Private forms feature you will be able to collect sensitive data and control who has the ability to view the data that comes back from the form submissions. 

When enabled, Zenput users will be able to submit a form that no one in the account (except for the person who made the form private) will be able to view unless explicitly being given permission to do so.

The creator of the form will have the ability to allow certain Zenput users in their account to view any data associated with a private form on a user by user or hierarchy dependent (distributed by role) basis from the distribution settings in the form.

Important Notes:

• When you have a private form, you CANNOT have an attribute and allow for the form to be submitted from any location. It has to be one or the other, otherwise the locations will NOT be able to select the location when filling out the form. 
• Reporting is available for Private forms as long as the correct permissions are set up (i.e. View all Submissions). However, you are NOT able to save the report to go out on a recurring basis. 
  • Submissions (List View) will appear after the distribution update is made, any submissions thereafter will be visible. 

To make a form private:

1. Navigate to the forms section of the Zenput web app.
   
2. Find the form you would like to make private and select the pencil button to edit it.
   
3. Select 'Configure' and check the 'Make this form private' box
   
4. A confirmation window will appear to ask if you really want to make the form private.
   

Now that you have made your form private, you will need to distribute and make sure the right people have access to the data coming back on the private form.

Distributing and restricting access to Private Forms:

1. In the form builder select the "distribute" button near the top. In order to determine who has access to submit or view the form submission data, you must grant access and permission from the form sharing area.
   
2. You can choose to select specific users, roles or teams in your account to share with. In this case, Vladik Rikhter (the form creator) will grant "View own submissions" access to the form with every user from the team of "Trevor's District" in his account, and will also grant "Viewing and Submitting" access to the user "Store 1412