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Complete a shared public form

Use a shared public link to review any instructions, fill in the required fields, and submit a form, including multi‑section workflows when enabled.

Audience

This guide is designed for project manager.

Steps​

Follow the shared link to the public form; review the form title, description, and any project or organisation details shown at the top of the page.

Open the public form link

Step 2: Review expiry and access status​

Check any expiry message or access warning displayed; if the form has expired or is unavailable, follow the on‑screen guidance instead of proceeding.

Review expiry and access status

Step 3: Enter your name and email (if requested)​

If the form is not anonymous, enter your name and email address in the contact details fields so the organisation can associate your submission with you.

Enter your name and email (if requested)

Step 4: Navigate workflow sections (if shown)​

When a workflow progress bar or section list appears, use it to see which sections are pending, in progress, or complete, and select the section you want to work on.

Navigate workflow sections (if shown)

Step 5: Open a workflow section​

Click a section in the workflow list to open it in the section dialog, review its instructions, and see only the fields that belong to that section.

Open a workflow section

Step 6: Fill in section fields​

Complete all visible fields in the section, following any field‑specific guidance; locked fields cannot be edited and hidden fields will not be shown.

Fill in section fields

Step 7: Mark the section as complete​

Use the section dialog controls to save your answers and mark the section as complete so that the workflow progress updates accordingly.

Mark the section as complete

Step 8: Complete remaining sections​

Repeat opening, completing, and marking each remaining section until the workflow progress indicator shows that all required sections are complete.

Complete remaining sections

Step 9: Fill in the main form (if no workflow or additional fields)​

When no workflow is enabled, or after sections are complete, fill in any remaining fields shown in the main form area and ensure all required questions are answered.

Fill in the main form (if no workflow or additional fields)

Step 10: Submit the form​

Click the submit button to send your responses; wait for the confirmation message or toast notification indicating that your submission has been received.

Submit the form

Step 11: Review submission confirmation​

After submitting, review any confirmation text or follow‑up instructions displayed, such as what will happen next or who to contact with questions.

Review submission confirmation

Last updated: 2026-02-10