• Log in to your account: Start by logging in to your account on Sweet.
• Navigate to the Form Designer menu option: Once logged in, go to the sidebar and select ‘Form Designer’ from the menu

• Under the ‘Form Designer’ menu option, click on the choice for ‘New Form Flow’: This will initiate the creation process.

• Name your form flow: Once inside the form flow editor, start by naming your flow. Choose a descriptive name that reflects the purpose of this flow.

• Choose existing forms: Under ‘Connect Forms,’ you can now select which published forms should be included in your form flow. Once you have selected your forms from the dropdown list, click ‘add,’ and the forms should now appear in a list.

• Select the starting form: Choose which form should be the starting point for your form flow. This is the form that users begin with when they click on the link.
• Set mandatory forms (if appropriate): If there are forms that must be answered, make sure the ‘Mandatory’ option is activated for these forms.
• Set up response settings: Decide whether the forms should allow deletion of responses and/or allow multiple responses.

• Save and publish: Once you have reviewed and configured all settings, navigate to ‘Publish Settings’ and click ‘Save and Publish’.
• The link to the form flow becomes available after the form has been published. Once the form flow is published, the settings are read-only.
• If you want to make changes to the form flow, you must first unpublish the form flow.

• Generated link: Once the form flow is published, a link will be generated for the form flow.
• Copy the link and paste it into the browser, or wherever you are going to use it.

• Starting form: After opening the form flow from the link, you are automatically redirected to the form set as the starting form.
• Redirection: After responding to the first form, the user is redirected to the overview.
• Edit: The list of completed forms is sorted by the time of completion. All answered forms are editable.

Depending on the settings in the form flow editor, the user may see different options in the overview. Read more here!

• Overview: Under the dropdown list ‘Available Forms’, you can see how many forms are left to respond to, and whether they are mandatory.

• Finish and Lock: When you are satisfied with your responses to the forms in the form flow, click on ‘Finish and Lock’”.

• After clicking ‘Finish and Lock’, the form flow will process and lock the response sets. If any of the forms require an e-signature, the e-signature will be activated at this step based on the e-signature settings in the individual forms.
• Once saved and locked have been successfully performed, this view will be visible.