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Configure self-service options when bulk issuing forms

Configure whether newly bulk-issued forms allow self-service access, and apply the template defaults consistently across multiple instances.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Bulk Issue dialog​

Open the Bulk Issue dialog for your project so you can create multiple form instances at once and review their self-service settings.

Open the Bulk Issue dialog

Step 2: Choose a form template​

Use the template dropdown (first combobox) to select the form template you want to bulk issue; this selection will load the template's default self-service settings.

Choose a form template

Step 3: Review the self-service toggle​

Check the self-service toggle, which is automatically set based on the selected template's default_allow_self_service setting, to confirm whether self-service should be enabled.

Review the self-service toggle

Step 4: Adjust the self-service cap (if enabled)​

If self-service is enabled, review or update the self_service_cap value to control how many self-service issues are allowed for the bulk-issued instances.

Adjust the self-service cap (if enabled)

Step 5: Confirm and issue forms in bulk​

Confirm your template and self-service choices, then submit the dialog to bulk issue all selected forms with the configured self-service options applied.

Confirm and issue forms in bulk

Last updated: 2026-06-12