What's New





  • Tenant Admins now have the ability to publish forms externally—to one or multiple (other) tenants.









TABLE OF CONTENTS

Introduction to Share (Publish) Forms


Published forms are available for all users in a tenant, while unpublished forms are only visible for the user who created them. For example, a user may revise an existing form, and as a part of this process, the same user would want to publish the new form and unpublish the previous version so that only the latest version of the form is visible for other users moving forward with future projects.


Traditionally, users could create and publish forms internally. Recently, Talon has added the ability for tenant admins to also share (publish) forms externally—to one or multiple (other) tenants.


Teams may want to share forms across tenants if...


  • Teams need assistance with form building
  • Seeking to reduce clutter in available forms of tenant and in sessions
  • Moving from one tenant to another
  • Working across multiple tenants 
  • Actively exporting sessions (to another tenant) for review
  • Utilizing Smart / Conditional Checklists or Questionnaires
  • Standardizing format of deliverable


As a tenant admin and the owner of a form, you can...


ActionAbout
  • Publish a form when completed and ready for all users in a tenant to access.

  • Publish a form internally, externally or both.
  • When a form is created, it is only visible to the owner until published.

  • Unpublish when you wish to eliminate access to other users (internally and / or externally).


Click an action button above to jump to tutorials and best practices.


If you are looking for other form tools, please visit Managing Forms (for Admins)

Rules for Sharing (Publishing) Forms to Another Tenant

- Feature must be enabled by Talon
- You must be a Tenant Admin
- You must be the owner of the Form
- Agreement between parties of both tenants

On the forms page, the icon (pictured left)
indicates that you are the owner of the form.

Publishing a Form


Step 1 Navigate to the Forms tab in the main navigation bar.



Step 2 Locate the form you wish to publish by browsing all or search by title:



Step 3 Once you have located the form you wish to publish, click the ellipsis in the upper right corner of the form's thumbnail. A submenu will appear with additional options.



Step 4 In the submenu of the form you wish to publish, click the option to Publish. You will then see a popup message to select one or multiple tenants that you wish to publish a form.



If you do not see the option to Publish, you may not be the owner of this form and / or a Tenant Admin, both of which are required for publishing a form.

- If you are the owner, please contact a Tenant Admin to assist with this process.

- If you are a Tenant Admin, please make a Copy of this form and proceed with the recommended next steps:

1. Navigate to the All Forms page and search to identify the owner. 

2. Request the user to briefly publish the form so that you can make a copy.

3. Once you have copied the form, be sure to ask the other user to unpublish the original.


Step 5 Click to select one, multiple, or all available tenants that you wish to publish a form.



  • Internal Publish select your company's tenant

  • External Publish select other tenant options that you wish to share (publish) this form


You may only see one tenant option available to publish a form. If you wish to share forms to other tenants, please contact sales@talon.io



Step 6 Once you have selected all necessary tenants to publish this form, confirm your selection(s) and click Publish



In just a few moments, the form will appear as published on the Forms page and will be available to all users in the selected tenants in Step 6.



On the Forms page, you can click on the form submenu again to Copy, Publish (to additional tenants), or Unpublish this form.


If revisions are made, please be sure to publish the new version and unpublish any previous version history *to ensure users are utilizing the latest version of a form for future projects.*


Unpublishing a Form


Step 1 Navigate to the Forms tab in the main navigation bar.




Step 2 Locate the form you wish to unpublish by browsing all or search by title:



Step 3 Once you have located the form you wish to unpublish, click the ellipsis in the upper right corner of the form's thumbnail. A submenu will appear with additional options.



Step 4 In the submenu of the form you wish to unpublish, click the option to Unpublish. You will then see a popup message to select one or multiple tenants that you wish to unpublish a form.



Step 5 If published to one tenant, please see Step 5-A. If published to multiple, please see Steps 5-B and 5-BB.


  • Step 5-A If only published to one tenant, you will see a popup message to confirm. Click Unpublish.



  • Step 5-B If published to multiple tenants, you will see a popup message to select one or multiple tenants you wish to unpublish this form. Confirm your selections.



  • Step 5-BB When ready, click Unpublish



Once unpublished, users from the selected tenants will no longer have access to this form.

If revisions are made, please be sure to publish the new version and unpublish any previous version history *to ensure users are utilizing the latest version of a form for future projects.*


Sharing (Publishing) Forms to Another Tenant is a premium feature. For more information, please contact sales@talon.io