How do I distribute a form to connected accounts?

Pick a distribution mode

Each form has one setting per connected account. Choose the mode based on who should decide when a new version goes live.

Distributing a form also gives the account access to the form, and copies the form's expiration rules. The account's own expiration rules for that form are replaced by yours.

Distribute one form

1. Go to Forms and open the form.

2. Click the Connect tab.

   You'll see every connected account, with its Distribution mode, Deployed version, and last Distribution result.

3. Set the Default distribution mode. Choose Auto Deploy or Manual Deploy if every account you connect from now on should get this form, or Don't distribute if not. This doesn't change accounts that are already connected.

4. Select the checkboxes for the connected accounts you want to change.

5. In the bar that appears, choose a mode in the picker and click Apply.

   The Distribution column shows Distributing, then Distributed once the form is in place.

[SCREENSHOT: a form's Connect tab with two accounts selected and the bulk bar showing the mode picker, Apply, Deploy now, Recall, and Remove distribution]

The same bar has three one-time actions:

• Deploy now: sends your current published version immediately and overwrites any edits the account made. The mode doesn't change.

• Remove distribution: stops sending updates. The account keeps the form, its access, and the version it's running.

• Recall: withdraws the form. The versions you deployed are deprecated in the account and its drafts are deleted. Tasks already assigned to candidates keep their version.

To see every form's setup at a glance, open the Connect tab on the Forms list. It shows each form's default mode and how many accounts are on Auto Deploy and Manual Deploy.

Distribute several forms at once

6. Click Bulk connect in the sidebar and open the Forms tab.

7. Under Select forms, check each form to include.

8. Under Select accounts, check each connected account to include.

9. Under Choose action, pick Set distribution mode, Deploy now, Remove distribution, or Recall.

   With Set distribution mode, the picker starts on Each form’s default, which connects each selected account at that form's own default and leaves accounts that are already connected alone.

10. Check the impact line, then click the button at the bottom to apply.

Verify

Go to Connected Accounts, open an account, and click its Forms tab. Each form you distributed shows its Distribution mode, the Deployed version, and Distributed in the Distribution column. Outdated next to a version means the account isn't on your latest one yet. That's expected for Manual Deploy until the account publishes the draft.

To see it from the account's side, click Impersonate Account and open the form from their Forms list. With Auto Deploy, your version is already published. With Manual Deploy, it's waiting as a draft.

If something didn't land:

• The result is Failed. Click View activity on that row to see the error, then Retry. A common one is The account is missing a custom attribute this form uses. The Failed Distribution tab on Connected Accounts lists every failure from the last 14 days.

• The result is Changed by connected account. That's not a failure. The account published its own version. Deploy now replaces it with yours.

• A new account didn't get the form. The default only applies to accounts connected after you set it. Apply the mode to that account directly.

Form Distribution strategies are no longer in the sidebar. Each form's Connect tab is now the place to see which accounts receive it and how, so check it if you're unsure how an account is set up.

Related

• 📄 Understanding distribution to connected accounts

• 📄 How do I distribute a policy to connected accounts?

• 📄 How do I distribute an automation to connected accounts?

• 📄 Understanding forms

• 📄 How do I deploy a form version to test or live mode?

• 📄 Understanding test mode

• 📄 Understanding the Compliance Library