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How To Make A Form Confidential

Role Settings In Regards To Confidential Forms

Before you can mark forms as confidential, you must first ensure that you have the appropriate configurations completed for your Role to be able to designate Forms as confidential. To do this, follow the steps below:

Go to Admin > Roles and click on the role that you want to assign permission to be an Available User in the list of confidential users shown above.

CMO - Admin - Events - How To Mark A Form  As Confidential - Initial Role Steps.png

In the Role configuration screen, in the General Permissions section, make sure the Make Confidential checkbox is checked, then click the Back button at the top left hand of the screen to save the change.

CMO - Admin - Events - How To Mark A Form  As Confidential - Final Role Settings.png

How To Make A Form Confidential

To make a form confidential, you must configure Confidential Response Type in the form.

Go to Admin > Forms and select the form that you want the ability to make confidential. Create a new Question (logically you would put this question in the 1st section, at the top of the form).

CMO - Admin - Events - How To Mark A Form  As Confidential - Confidential Step 1.png
 Choose the Response Type: Confidential
 Add whatever text you want as Response Text
 No response checkboxes need to be selected
 Click Add and Save and publish your form

The user will then see the following in your form:

CMO - Admin - Events - How To Mark A Form  As Confidential - Confidential Step 2.png

When the user clicks the Confidential button, the following pop-up displays with a list of Available Users that can then be selected and moved over to the right to the Selected Users box, which will be the ones who will have access to the confidential record:

CMO - Admin - Events - How To Mark A Form  As Confidential - Confidential Step 3.png

Note: For users to display in the Available Users list, the Role that they are assigned to must be granted confidential permissions (see initial Role settings walkthrough at the top of the article).