Two settings in Checklist settings decide who works with a form. Visible to sets who can fill it in. Restricted to sets who can read a finished submission.
Choosing who can fill in the form
Select Checklist settings at the top of the form builder.
Find Visible to.
New forms start with Everyone.
To limit the form to certain people, remove Everyone by selecting the x.
Search for and add the cohorts who should see the form.
You can add more than one.
To remove one, select the x next to it.
Choosing who can view submissions
In Checklist settings, find Restricted to.
Add the cohorts who can read finished submissions, for example an "HR only" cohort.
You can add more than one.
To remove one, select the x next to it.
NB: The person who filled in the form can always see their own submission.
Use Case
Super users and form owners controlling access to sensitive forms, such as incident reports or HR forms.
đĄTips
Changes to Restricted to only apply to forms started after the change. Existing submissions keep the settings they had when they were started.
To test Visible to, check with someone in the chosen group that the form appears for them.