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Using Actions to Assign a Form to Stores or HQ Accounts
Using Actions to Assign a Form to Stores or HQ Accounts
Kayla Conroy avatar
Written by Kayla Conroy
Updated over a week ago

In order for forms to appear on mobile, they must be assigned to Stores or HQ Accounts. To do so:

1. Select "Forms" from the main menu on the left

2. Click on "Actions" from the top right of the screen: a drop-down menu will appear.

3. From the drop-down menu - select "Create Action"

4. From this screen you can do things like assign a form, product, or store list to specific Stores or HQ Accounts

5. First select the object type (i.e. Form, Store List, Product) that is to be assigned

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6. Then select the actual object you are assigning. For example, if you are assigning a form then select the form name you are assigning out.

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7. Select what object type you are assigning TO

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8. Then add 1 or more rules to specify exactly what you are assigning. You can control if you want to assign to items where ALL rules apply or ANY rules apply. See examples below

  • Assigning a form to All Stores

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  • Assigning a form to only stores within the Sprouts HQ Account

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  • Assigning a form to only stores within the Sprouts HQ Account AND in the State of Texas

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  • Assign a form to only stores distributed by Kalil OR in the state of Texas (Note how the condition changed from "All" to "Any" in the top right)

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