Publishing a Form

Users can publish forms they have created to make them accessible on the BDB Platform. Once published, the forms are available under the My Documents section of the user’s account.

Steps to Publish a Form

Method 1: From the Header Panel

1. Open the desired form.

2. Click the Publish icon in the form’s header panel.

Method 2: From the Form Options Menu

1. Click the Options icon for the form on the landing page.

2. Select Publish from the context menu.

Confirm Publishing

1. A pop-up window appears to confirm the action.

2. Click Yes to publish the form.

• A success message confirms the form has been published.

• The form now appears under My Documents in the BDB Platform account.

Notes:

• Only forms created by the user can be published to the platform.

• Once published, the form is accessible to users with appropriate permissions.

• Ensure the form is reviewed in Preview mode before publishing to verify questions, pages, and instructions.

• Refer to Options Assigned to a Published Form section given under the Home section of this documentation to understand the options credited to a published form.