Client Form Creation - default Private setting
We would like to be able to create a Form in Clarity with the Private button toggled on, but allowing the user to un-toggle the button when they are adding a the Form to a client record.
3
votes
Paula Holtsclaw
shared this idea
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Abby Burgess
commented
We have a similar request from our agencies. Especially now that forms can be added at the agency level, it would be helpful to give it a default setting that can be modified if the record needs to be shared.