> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share your forms

> Make a workflow a public form, share its link with clients and test it before you go live.

Your clients' staff sign in to a public form with their Microsoft work account, so each client needs its Microsoft tenant ID set on [Clients](https://kb.mspprocess.com/core/get-started/add-your-clients.md). Links use your [public forms domain](https://kb.mspprocess.com/core/get-started/add-your-branding.md#use-your-own-domain-optional) if you have one. The three built-in reports can be published the same way, so clients run them from your homepage; see [Reports](https://kb.mspprocess.com/core/use/reports.md#what-your-clients-see).

<video controls preload="none" playsInline poster="/images/videos/share-your-forms.jpg" src="https://mintcdn.com/triggr/rFRD51HB_88hTzdJ/images/videos/share-your-forms.mp4?fit=max&auto=format&n=rFRD51HB_88hTzdJ&q=85&s=2cbfa6daf96ee062bd34c876701c065e" />

Share your forms: make User Onboarding public, limit who can submit, share the link and see what your client does (1:23).

## Publish a form

**1. Make the workflow public**

Open the workflow from Config, choose **Public form only** or **Internal + public** by its name, and tick List on homepage to show it on your requests homepage.

![The User Onboarding header with the availability dropdown open on Internal + public, offering Disabled, Internal only, Public form only and Internal + public, with List on homepage ticked.](https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/share-your-forms/availability-selector.png?fit=max\&auto=format\&n=MwzXHG3UWzFixdSz\&q=85\&s=85eefe2fdcf709fe000a65f52313d14f)

**2. Limit who can submit (optional)**

On Restrict access, turn on **Restrict to group membership**, click Add group and type a group's display name; Core matches it in each client's directory, nested membership included. To pick one client's groups from a list, choose the client in the scope dropdown and click Override. Override starts with an empty list, so add that client's groups before you save; with no groups, anyone at that client can submit.

![The Restrict access tab for User Onboarding set to Internal + public, with Restrict to group membership on, a Managers group and an Add group button.](https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/share-your-forms/restrict-access.png?fit=max\&auto=format\&n=MwzXHG3UWzFixdSz\&q=85\&s=5b8da4e4d65b03783f4557718f6bec62)

**3. Save**

Click Save changes.

## Share the link

On Public forms, click **Copy** next to a form's link. View homepage opens your requests homepage.

![The Public forms page listing Password Reset as Public and User Onboarding as Internal + public, each with a share link on forms.yourmsp.com, a Copy button and an open-in-new-tab icon.](https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/share-your-forms/public-forms-page.png?fit=max\&auto=format\&n=MwzXHG3UWzFixdSz\&q=85\&s=eacbf58b17ee27275423051792a3c40e)

| Link | Default | With a public forms domain |
| - | - | - |
| Form | `https://core.triggr-app.com/telescope/forms/<org>/<workflow>` | `https://forms.yourmsp.com/telescope/forms/<org>/<workflow>` |
| Homepage | `https://core.triggr-app.com/telescope/home/<org>` | `https://forms.yourmsp.com` |

## What your client sees

Clients click Sign in with Microsoft and see their own version of the form. After Submit request they get a Request received page with a reference such as `REQ-4F2A9C`; the homepage lists Available requests and Your recent requests. Their requests appear under [Executions](https://kb.mspprocess.com/core/use/executions.md).

![A public form's sign-in page with the Your MSP name top left, the heading Onboard a new team member and a Sign in with Microsoft button.](https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/share-your-forms/public-form-sign-in.png?fit=max\&auto=format\&n=MwzXHG3UWzFixdSz\&q=85\&s=4ff6d1ef5b57fce2282b87f820abe365)

To check a client's questions without submitting, choose the client on the workflow page and click **Preview form**. To test end to end, set Approval to Internal, submit with an account from a client's tenant, then reject it on Approvals; if ticketing is on, it still raises a PSA ticket.

## Troubleshooting

> [accordion] “Pop-up blocked. Please allow pop-ups for this site and try again.”
>
> Allow pop-ups for the form's domain, then click Sign in with Microsoft again.

> [accordion] “your Microsoft organisation isn't connected to this provider”
>
> No client in Core has this person's tenant ID. Check it on Clients.

> [accordion] “this form isn't available”
>
> Set the workflow to Public form only or Internal + public and click Save changes.

> [accordion] “you don't have access to this form”
>
> Check the person is in a group on Restrict access, and the client's Microsoft status on Clients.

> [accordion] “too many submissions — please try again shortly”
>
> A client can submit the same form 20 times in 20 minutes. Wait, then try again.

> [accordion] The homepage shows “No requests available yet”
>
> Tick List on homepage on a public workflow, and check its Restrict access groups include the person.

Next: [Invite your team](https://kb.mspprocess.com/core/get-started/invite-your-team.md).


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