In any of the previous steps, intake form fields’ configuration, language settings, and integration settings, intake form can be saved to be edited later. The last step is to publish the intake form. The status of the intake form will remain Incomplete until the form is published. Once published, the status of the intake form is set to Active.
Select Brand Section
You can generate multiple intake form links depending on the brands you selected during the intake form creation process. The Select Brand section displays the list of brands associated with the intake form. You can select a brand to display the unique code and intake form URL. The No Brand logo will always be displayed even if you selected one or more brands.
Code Snippet Section
You can select between Default URL or Short URL checkboxes. The Default URL option is enabled by default. When you enable the Short URL option, the system automatically updates the default Intake Form URL to its shortened version.
You can click the Enable URL Params checkbox to enable or disable the use of URL parameters.
You can add the following URL parameter flags as extensions to the default URL:
- e - editable
- r - read only
- h - hidden
- d - not hidden (display)
- q - required
- n - not required
You can click the URL Parameters button in the Publish tab to get the specific form field identifier value(s), then add the URL parameter flag. Then, you can find the instructions on how to build the parameters by clicking the Configuration Guidelines button.
URL parameters take precedence over the Form Builder settings in determining the form field behavior. Fields that are always required cannot have URL Parameters for “Not Required,” “Read Onlys,” and “Hidden” states.
URL Parameters
Configuration Guidelines
Sample format: &<form_field_id>_<flags>
For example, to pass value to the Email form field with ID 00000000-0000-0000-0000-000000001003 and make it read only, you can specify 00000000-0000-0000-0000-000000001003_r.
Sample Consent Form Parameter:
https://val-ext.qa.trustarc-svc.net/services/validation/aba90382-07f3-4292-a89b-df68dc73e370?00000000-0000-0000-0000-000000001003_r
Before the form is rendered:
After the form is rendered:
Download Seal Buttons Section
Admins can copy the code and download the IRM seal buttons provided to publish the intake form on their websites.
CAPTCHA Verification
IRM displays a message for successful CAPTCHA completion to notify screen reader users. The message states, “The CAPTCHA has been correctly entered.”
IRM supports the translation of the status label in the following languages:
- English
- Spanish
- Italian
- German
- French
NOTE: Admins can use the Activity Log to track configuration changes made to intake forms. The Activity Log records actions including create, update, delete, and publish activities. Each log entry includes the affected item, action type, date and time, and the user who performed the action. Admins can search, filter, and export Activity Log records in CSV format.
Unpublishing Intake Forms
Published intake forms can be unpublished. This means that they will not be available using the URL provided. Unpublished intake forms go to Complete status. They can be published again, maintaining the same URL as before. Click the Unpublished button to disable and unpublish the intake form.
Intake Form Preview
You can preview how the intake form will look for your client by clicking the Preview button.
Intake forms are also mobile-optimized as data subjects who are using tablets and mobile devices are able to display the forms in a smaller screen. Forms are easier to navigate and images are optimized according to screen size.
NOTE: If an Intake Form fails to load due to browser privacy settings, blocked cookies, or browser extensions such as Ghostery, the system displays a notice page informing the Data Subject that the form cannot be rendered. The notice instructs the user to adjust browser or extension settings and refresh the page. Once the required cookies and scripts are allowed, the Intake Form loads normally.