You may want your staff to complete some forms at a certain time of day, repeat a form several times in a day or ensure it is completed in a certain month.
In this Article
How to schedule forms
Log in to the Admin Console
Go to Forms
Click on the Pencil icon to edit
Go to Form Schedule and click the drop-down
Select from one of the options - None, Daily, Weekly & Monthly
Scheduling Options
None - Default: The form will only be accessible through an ad hoc form.
Daily - The form is to be completed at least once a day: This option schedules the form so that it appears on the Diary each day. You can change the time(s) at which this form is required and the days of the week it appears.
Weekly: This option schedules your form to once a week, and it can be completed on any day of that week.
Monthly: Schedule your form monthly, complete it anytime within the month. You can customize by choosing specific months.
Schedule time for a Daily Form
Ensure that 'Daily - Form is to be completed at least once a day' is selected.
To schedule a form at a certain time of day, alter the time displayed from '12:00 p.m.' (default) to the time you would like the form to be completed.
Click on the grey plus sign and the time will be displayed in the area below. You may schedule the form for another time of day by repeating this process.
If you do not open on a Monday or you want to repeat a form only on two days of the week then remove ticks from the other days of the week.
You can also choose to repeat a form monthly or select specific months when you want a form to appear.
If you'd like to learn how to turn off a form completely click here
