Form Management
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Creating a Form Entry
As a Community Owner, you may have many uses for submitting a form entry. Form Entries allow you to collect informati...
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Creating an Incident (Old Experience)
As a Community Owner, you may have many uses for submitting an incident. Incidents allow you to collect information a...
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Adding Incidents in Bulk via Import
As a Community Owner, you may need to create multiple form entries of the same type at one time. You can create new f...
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Configuring Form Notifications by Attributes
Today many brands have very specific roles or users who are responsible for managing specific product categories, bra...
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Copying Form Entries
Users can copy individual form responses that their business has previously submitted. This feature is primarily ava...
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Testing Incidents Before Launch
Once you've configured your Form Types, it is critical that you conduct internal testing to ensure that everything is...
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Utilizing Incidents for COVID-19 Response
As the COVID-19 outbreak continues to impact individuals, businesses and supply chains, we are dedicated to helping y...
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Adding Incident Widgets to a Community Owner's Dashboard
As a Community Owner, you can customize your dashboard with different widgets, giving you quick access to vital data...
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Sharing Form Entries
When form entries are created they have a workflow that routes them between members of your internal team, distributo...
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Form Types
In order to track and monitor form entries, you first need to set up each form as a unique form type. You can create ...
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Form Type Fields & Attributes
When creating a form type, the Fields & Attributes section is where you will define all the information and details c...
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Configuring Form Flows
When creating a custom form type for reporting quality or service issues, you can define custom workflows to communic...
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Popular Incident Type Flows
One of the first critical steps in better managing quality across your supply chain is defining and establishing your...
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How to Edit Existing Incident Types
As a Community Owner, you may from time to time find that you need to update the form types that you have already loa...
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Form Type Permissions
Administrators can limit the types of forms that a user can view and/or edit. When limiting a user's access, be mindf...
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Quality Management Contact
A Quality Management Contact is a type of location contact which can be used to identify which user(s) in your busine...
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Form Email Notifications
When configuring your form types, you can customize your email notifications that are sent at each step of your form ...