Administrators are able to set a title and default person responsible for forms, so when a user is creating a form in Assurance, they no longer need to populate these fields.

This guide provides step-by-step instructions on how to set a default Title and Person Responsible when submitting non-public link forms in Assurance.

1. Setting a default Title and Person Responsible for non-public link forms

1. Select the gearwheel icon from the navigation bar.

2. Select on the Registers and Forms Templates button.

3. Locate the form for which you would like to set a Default Title and Responsible Person.

4. Select on the Name of the form.

5. Select the Edit button.

6. Select the checkbox beneath Set Default Registers And Forms Title. If unchecked, the Title field will be visible to submitters.

7. The Default Registers And Forms Title field will appear. Select the checkbox next to either:

1. Default Template Name, or
2. User Defined - Selecting this option will allow you to define which fields answers will populate the Title

Once the Default Registers And Forms Title has been selected, the Title field will be hidden and default to the selected Title.

8. Select the textbox beneath Default Person Responsible and begin typing the name(s) of the person you would like to make responsible for this form. A dropdown menu should appear with their name for you to select on. Once a Default Person Responsible has been selected, the Person Responsible field will be hidden and default to the selected Person Responsible.

If no users are selected, the Person Responsible field will be visible to submitters.

9. Select the Update button to save your changes.

2. Limitations

2.1.1 Creating a draft with a default title and person responsible

Symptom

User receives a 'too short' or 'can't be blank' message when creating a draft with a default title and person responsible set.

Resolution

Ensure forms are submitted, rather than saved as draft when a default title and person responsible has been set up. Drafts cannot be created when a default title and person responsible is enabled.