Once users are added in the distribution settings, Employee Success admin/super admin can either distribute the template right away or schedule it at a future date.
Clicking on schedule opens a pop-up that accepts future date as input.
Once confirmed, distribution is saved into the scheduled state & will be automatically distributed on selected date.
One can reschedule a scheduled distribution or distribute it immediately. Any change can be done to the 'scheduled' distribution (as long as it is not 'distributed'), when you are trying to make modifications. Clicking on distribute brings the user to distribution settings page where these options are visible.
In this section
- How to add email reminders while distributing a form?
- How to clone a template?
- How to clone distribution?
- Concepts - Review Forms, Templates, Distributions, Workflows
- How can I delete a distribution?
- How can I schedule a distribution?
- How do I create, edit & delete a template?
- How to categorise form templates?
- How to check number of distributions and their statuses?
- How to create section wise weighted forms?
- How to use the form builder?
- What are the different statuses of a distribution?
- What are the open, close actions on a distribution?
- What type of questions can be added using the form builder?