Send Form

Salesforce Lightning Experience:

Button set on the Team Member Detail page with the cursor on the Send Form button

Salesforce Classic interface:

Button set on the Team Member Detail page with the cursor on the Send Form button

Send Form enables you to send a form created by Sage People to a selected Team Member. Contact Sage People Support to setup the form(s) you need.

  1. Select Send Form.

    Sage People displays the Send Form page:

    Team Member Send Form page

  2. In the Form To Initiate field, select the picklist and choose the form you want to send.

  3. Select Send.