The latest update to the BanQu Forms functionality offers an Organization’s Associates the ability to actively edit, approve, and review Forms that are displayed on the profiles of their connections. The functionality works as follows:
First, we start on the Forms dashboard. This dashboard should look familiar to you if you have worked with BanQu’s Forms functionality in the past. Note that this test Form has been set to “Displayed on Profiles”:
Click on the blue “Edit Form” button to be taken to the Form Editor. From here, click into any field. At this point, we will be setting field permissions:
When you click on a field in the Form, you will be taken to a field editor screen. This screen contains all of BanQu’s robust data capture functionality, with the new addition of a “Permissions” drop-down menu at the bottom of the editor:
For each field in a Form you may now select who can input (edit) data, and who can simply view (readonly) data. A third option, “Hidden” can also be assigned. It is critical to know the terminology used within the Permissions drop-down:
Reviewer - For the example above, the Reviewer is the Org Associate that will be inputting the data
Approver - The Org Associate that will give final approval to the data input
Responder - The connected identity (i.e. the owner of the profile where the form is residing)
When all of the fields in your Form are correctly permissioned, it is time to assign Associate roles so we know who exactly will be the Approver and Reviewers of the fields in the Form. Click Save and navigate back to the Forms Editor. From here, click on “Permissions”:
You will be taken to the Permissions Editor screen. Please double-check that the “Sharing” permission has been set to “Show on connected user profiles.” The “Third Party Validation” checkbox is incredibly useful if you will be needing review from an entity outside of your BanQu platform ecosystem. The “Section Priority” field is simply an ordering schema - the lower the number inputted the higher it will be displayed on the identity's profile page:
“Replace Profile Section(s)” is only to be used if you plan on replacing an existing profile section with the Form at hand. Under the heading Org Associate Permissions, you will be able to select who will be the Reviewer, and who will be the Approver of the Form. Previously, this was only an option for Forms that were set to either “Private” or “Shared with All Connections.” In this example, I have selected the Foundation Admin to be both the Reviewer and Approver. For the most part, all of the information discussed thus far should be reviewed:
At this time it is important to remember who is set as the Reviewers and Approvers of the Form. Reviewers will able to edit fields in the Form as it sits on the profiles of connected identities. Approvers will be be able to approve or request corrections to forms completed by Reviewers. An Associate given both of these permissions will be able to do all of these functions. Click “Save” when you are done.
Let’s review. First, we have made sure that our new Form has been set to be shared on all connected user profiles. Next, within the Form we have set field permissions so we can allow our Org Associates the ability to edit information for a connected identity. Finally, we have chosen which Org Associates will be the Reviewers and Approvers of the data entered into the Form.
When you're ready to start completing these form entries on behalf of your connected identities, check out the article Entering, Reviewing, & Approving Profile Form Data for an Identity.