Manage form instance links and QR codes
View a specific form instance, share it via public link or QR code, and revoke and reissue access when needed.
This guide is designed for project manager.
Steps
Step 1: Open the form instance detail view
From the project’s Forms area, open the Instances list and select the form instance you want to manage to display its detail page, including status and basic information.
Step 2: Review form instance information
On the detail page, review the instance status, assignee, key dates and any workflow indicators to confirm you are working with the correct form.
Step 3: Copy the public form link
Use the copy link icon next to the public form URL to copy the shareable link to your clipboard, then share it with participants who need to complete the form.
Step 4: Generate and view a QR code
Select the option to generate a QR code for this form instance; once generated, view the QR code in the QR code panel for on-site scanning.
Step 5: Download the QR code
Use the download control beneath the QR code preview to save the QR image so it can be printed or embedded in site materials.
Step 6: Revoke and reissue the form
Open the reissue dialog, confirm revocation of the current link/QR code and issue a new one so that only the new URL and QR code can be used to access the form.
Step 7: Access the internal fill view
Click the option to fill the form instance directly within the project (internal fill URL) to complete or update responses yourself.
Step 8: Cancel the form instance
Use the cancel control to revoke the form instance entirely when it is no longer required, preventing any further submissions.
Step 9: View technical details
Expand the technical section to view additional system-level details about the form instance and its template when troubleshooting or auditing.
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Last updated: 2026-01-23