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IMSS  /  Services  /  Collaboration, Storage & Backups  /  Forms  /  Sharing Form with Collaborators

Sharing Form with Collaborators

You can collaborate with others in the creation and data collection of forms , to do this:

  1. Create a Form
  2. On the top right, select the Collaborate or duplicate link
  3. From the drop-down select how you want to collaborate. In most cases, the option "specific people in my organization can view and edit", should be selected.

forms collaboration

4. Enter the name(s) of the user(s) you'd like to collaborate with

forms collaboration

5. The collaborators that you add will receive an email with a link to the form.

Group Forms

If you are creating a one time form, the steps described above work great for sharing with collaborators. However, if you have a form that is part of your workflow and is a form that you plan to use for the long term, you can request Group Forms. This allows members of a group to create forms owned by the group, rather than by an individual. This ensures that the forms and responses are still available even if the form creator is no longer at Caltech.

To request Group Forms, submit a ticket via https://help.caltech.edu (request type: IMSS > Microsoft 365 > Forms), help@caltech.edu or x3500.