Sharing Entries

There may be occasions where entry information needs to be shared with others. It is encouraged to make Event entry types shareable for prospective attendees to observe all the details of that event.

Also you might wish to create shareable Forms for surveys, feedback or polls, or Tasks when you need to manage work with others.

Shareable Tasks with Forms attached can be created, a great use case for this is a job/work order for a field service agent, which may need some extra information on (such as Time Arrived at Location, Time Completed or just a space to record details).

The guide below shows where the shareable setting is and how it will appear to somebody clicking the generated link.

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Attaching An Image or File To Entry