Top Menu >> Setup >> Select Process >> Workflow tab

Form Owner allows you to choose who the owner of the form would be depending on who starts it. This feature allows you to assign a certain users to be the owner of all forms started by certain user roles, which in conjunction with email notifications can be used to notify certain team members when new forms are started. 

Select which user is the owner when:

  • A form is started by a staff user.
  • A form is started by an agency user.
  • A form is started by customer or guest user.