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Complete a shared public form

Fill in and submit a public form that has been shared with you via a link, including any required workflow sections.

Audience

This guide is designed for project manager.

Steps​

Follow the public form link you have been sent; the form page opens showing the organisation details, form title, description, and any instructions or expiry date.

Open the shared form link

Step 2: Enter your name and email (if requested)​

If the form is not anonymous, enter your name and email address in the fields at the top of the page so your responses can be identified and confirmed.

Enter your name and email (if requested)

Step 3: Review workflow sections and progress​

If the form uses workflow sections, review the section list and progress bar to see which sections are required, which are in progress, and which are complete before you start filling them in.

Review workflow sections and progress

Step 4: Open a workflow section to complete its questions​

Select a section from the workflow list to open it; the questions for that section are displayed based on the form schema, with any prefilled, locked, or hidden fields already applied.

Open a workflow section to complete its questions

Step 5: Fill in the form fields for the section​

Complete all visible fields in the open section, following any field types and validations (such as text, numbers, dates, or required fields) until the section is ready to be marked as complete.

Fill in the form fields for the section

Step 6: Mark the section as complete​

Use the section completion controls (for example, a save or complete button in the section dialog) to save your answers and update the workflow progress for that section.

Mark the section as complete

Step 7: Repeat for remaining sections​

Continue opening and completing each remaining workflow section until all required sections show as complete in the workflow progress view.

Repeat for remaining sections

Step 8: Review all responses before submission​

Scroll through the form or navigate between sections to double-check your entries, ensuring that any mandatory fields have been filled in correctly and that there are no outstanding errors.

Review all responses before submission

Step 9: Submit the completed form​

Use the submit button to send your completed responses; if submission is successful, a confirmation message is shown and you may be redirected away from the form page.

Submit the completed form

Last updated: 2025-12-24