Share a Dashboard Form

If you want multiple organizations, plans, or events to access a dashboard form, that form must be shared. Once shared, it can accessed from the Organizational Dashboards, Plan Dashboards, or Event Dashboards slide-out panel.

Note that you can only share Organization Editor forms to orgs and Plan-Event Editor forms to plans and events. 

To share a dashboard form:

1. Navigate to the organization you wish to share the form to using the the menu at the top-left of any page.
2. Click the Forms icon in the menu to the left.
3. Click Share Forms to display the Manage Shared Custom Forms page.The Forms page.
4. Use the Selection panel to the left to navigate to the organization and Forms folder that contains the dashboard forms you want to share.
5. Click the Forms folder to share all the forms or select one or more individual forms. Click a selected form again to deselect it, if needed.
6. Use the Destination panel to the right to navigate to the organization and Forms folder you wish to share the dashboard forms to.
7. Click the Forms folder to select it.The Manage Shared Custom Forms page.
8. Click Share.