You can assign any form to an activity by the following steps:
- Click on the activity to open the activity details.
- In the activity details, you will find a “Forms” field. Clicking on this box will display a dropdown menu with a list of available forms.
- Select the desired form from the dropdown list.
- Once the form is added to the activity, it will let you view it, which enables you to share it and fill it out. After you're done, make sure to hit either the “save” or “save and submit” icons to attach the form to the activity.
- Once the form is added to the activity, it will appear like the image below.
- Finally, click the “Save” icon at the bottom of the activity to save the attached the form.
- Later, if you want to view, edit, export, delete, rename, copy, share, or check whether your client has filled out the attached forms, you can access them all under the "Forms" tab.
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