Creating a User Group makes it easier to assign workflow actions and statuses to forms.
For example, instead of selecting each member of your maintenance team to receive an inspection form, you can create a group with all the members of the maintenance team. Then, when you set up the delivery options for the form, you can simply select this group as the endpoint. This saves you time and reduces the risk of accidentally leaving a user off the list.
How to Create a New User Group
- Click the New User Group button.
- Name and add a description of your new User Group.
Once the new User Group is created, it can now be used as a custom endpoint for your forms workflow. For example, you could forward reports via email to the Sales Team User Group upon completing a specific form.