Sending an Invitation to Complete a Dynamic Form.

Security can be setup so that individuals can send other individuals email invitations to complete a form.  The form will be specific to a user.    Forwarding of the email invitation will not work as the invitation is specific to the person it was sent to.

From the Admin user’s home page, select Form Invitations from the drop down box under Admin

Open

The following screen will be displayed:

Open

Click Create New Invitation.   A pop up window will be displayed as below. (If you have pop-ups blocked, you may need to allow this window by using the windows options.)

Select the appropriate form from the drop down.  You can narrow down the list by typing in the first few characters of the form name.   For example, entering CURA will bring up a shorter list.

Enter the first name, last name and email address.   BE ABSOLUTELY SURE YOU ARE USING THE CORRECT INFORMATION.   For example, do not enter Bob for Robert.   It must be the full first name stored in Banner, not their preferred name or nick name.   Click on overwrite existing invitation to allow for multiple invitations.   Click the Add button. You should receive the success message at the top corner of the screen.

Once a single invitation has been created, you can now adjust the email message sent to the recipients.   You can not do this until at least one invitation has been sent.   Prior to that, ITS can manage the text of the invitation message.     To manage the content of the emails sent to the recipients, from the Forms Invitation Dashboard, click on the Actions option box on the right side of the form template row you wish to adjust.

Select the Manage Invitations Options to resend any email previously send.   The screen displayed will allow you to resend the invitation or delete the invitation.

Select Upload Invitation File to use a file to send multiple email invitations.   Please contact ITS to perform this function.

Select Manage Custom Email to change the text of the email invitation.   When selecting this option, the following screen will be displayed to allow you to customize changes.