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Issue a form to people inside or outside the project

Use this dialog to issue a form instance from a chosen template, either to a specific person or as a shareable link that anyone can use.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Issue Form dialog​

Open the dialog from the project where you want to issue a form so you can configure who it will go to and how it will be accessed.

Step 2: Choose a form template​

Select the form template you want to use; the system loads available templates for the current project so you can pick the right one.

Step 3: Select a form version​

Choose which version of the template to issue, or keep the default “latest” so the newest version is used for submissions.

Step 4: Choose how the form can be used​

Pick the instance type—Assigned, Open Link, or Anonymous—to control whether the form is issued to one person, anyone with a link, or anonymous respondents.

Step 5: Select recipient type (internal vs external)​

Decide whether the recipient is an internal project member (from the project team list) or an external person, so the dialog shows the appropriate recipient options.

Step 6: Enter or select the recipient​

For internal recipients, choose a user from the project membership list; for external recipients, type their name and email so they can receive the form.

Step 7: Issue the form​

Confirm and issue the form; the system creates a new form instance with your chosen settings and returns it so you can share or track it.

Last updated: 2025-12-08