Installation of Forms and Surveys Add-on

The Forms and Surveys Add-on requires the Jive instance configuration and then the add-on installation and configuration. The add-on also uses user groups to limit access to its features.

Fastpath

User interface: Your avatar > Add-ons

A user must have at least Manage System permissions to install and configure add-ons.

Fastpath

Admin Console > Permissions > User Groups

Fastpath

Advanced Admin Console > People > Management > Create User Group

Attention

This add-on requires connectivity to Jive Cloud Shared Services.

• Prerequisites for installing Forms and Surveys Add-on Jive must be configured before the Forms and Surveys Add-on is installed. These configurations are performed by Support or the PS teams.

Related

• Forms and Surveys App add-on
• Installing add-ons

Applying User Groups to Forms and Surveys App

The Forms and Surveys App add-on uses user groups for determining access and to provide secure access to the add-on features.

To enable users to manage the Forms and Surveys App add-on:

1. Go to User interface: Your avatar > Add-ons > All Add-ons > Installed.

2. Find Forms and Surveys App in the list, click the gear icon > Settings.

3. Under App Security, click the gear icon next to Forms and Surveys App.

   

4. If All Registered Users are to access the Forms and Surveys App and create forms:

   1. Select the gear icon next to Forms and Surveys Add-on and enter All Registered Groups.
   2. In the /apps/forms-and-surveys-app > click on Configuration Console > Ensure "All Registered Users are Authors" is enabled.

5. If only selected users are to access the Forms and Surveys App and create forms:

   1. Select the gear icon next to Forms and Surveys Add-on and enter the corresponding user groups, for example, forms-surveys-authors or forms-surveys-editors.

6. Click Configure Now. This opens a modal window.

7. Wait for confirmation that the middleware service URL was saved and click Save and Close.

8. Click Save and Activate now.

To configure user groups for the Forms and Surveys App add-on:

1. Go to the user group configuration page:

   • Admin Console > Permissions > User Groups
   • Advanced Admin Console > People > Management > Create User Group

2. Create user groups for the Forms and Surveys Add-on:

   • forms-surveys-admins: Members are administrators and authors of Forms and Surveys App.
   • forms-surveys-authors: Members are authors of Forms and Surveys App.

3. Apply user groups to the Forms and Surveys App configuration:

   • Add the preconfigured user group (or groups) to the Forms and Surveys Add-on configuration to allow users of this group to use the add-on.

Related Topics

Managing user groups