Private Forms - How to use them

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 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 have access to submit a form out an no one in the account (except for the person who made the form private) will be able to view the data that comes back from the submissions.

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 basis from the forms distribution settings.

Important Note: Making a form private is an irreversible process. Once a form is made private you will never be able to make it public again. Do not make a form private unless you are absolutely sure you want to.

 

To make a form private:

  1. Navigate to the forms section of the Zenput web app.Dashboard___Zenput.png
  2. Find the form you would like to make private and select the edit button.Forms___Zenput.png
  3. Select "Form Options"Form_Builder___Zenput.png
  4. Select the blue "Make this form private" buttonForm_Builder___Zenput1.png
  5. A confirmation window will appear to ask if your really want to make the form private. Form_Builder___Zenput2.png                                                                                                                                                                                     
  6. Please remember that once a form is made private, the process cannot be reversed. If you would like to proceed select "Confirm".

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 blue "distribute" button near the top.Form_Builder___Zenput3.png
  2. There will be a "Share form with:" box near the bottom of the distribution panel that appears.Form_Builder___Zenput5.png
  3. You can choose to select specific users, roles or teams in your account to share with. In this case Vladik (the forms creator) will be share the form with the every user with the role of "Location Manager" in his account.                               Form_Builder___Zenput4.png
  4. Vladik want his location's managers to have access to this form at all times but not have access to view previously submitted data so he will set their form permission setting to "submit only".
  5. Vladik would also like to allow another admin in the company access to view and edit the submissions that come from the location managers. In order to do this he will add John Shea, and then make sure that the user form permissions are set to "Edit all Submissions"Screen_Shot_2018-02-08_at_2_51_06_PM.png
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