A form can use an automation (a MaSH script) to fill the choices of a Lookup question, to run when a button is pressed, or to run after each response is saved. Builders can only use automations you have approved. This article shows how to approve one.
What you need
- The MaSH feature, as well as Forms.
- The automation already written. Approve only automations that were written to be called from a form.
Approve an automation
- Open Foldr Settings > Scripting > Forms and choose the Data sources tab. It lists your automations with their Owner, Approved for and Label shown to builders.
- Choose the automation to open its panel.
- Switch on Usable in forms.
- Set Approved for:
- Lookups and reports fills a field’s choices, runs when a form opens or on a button, or feeds a report. It returns data.
- Run on submit runs after each response is saved, with what was submitted. Nothing comes back.
- Both allows either.
- Give it a Label shown to builders, or leave it blank to show the automation’s own name.
A newly approved automation is for Lookups and reports only. Choose Run on submit or Both if builders need it after a response.
Who it runs as
- On a form anyone can open, a lookup or button runs as the form’s owner.
- On a form for named people, it runs as the person filling in the form.
An approved automation runs with the abilities of whoever it runs as, so check what it can reach before you approve it.
If something does not work
- A builder sees a note asking them to ask an administrator. No automation is approved yet.
- An automation is missing from the list in “Run an automation” on a form. It is approved for Lookups and reports only. Change Approved for to Run on submit or Both.
- A form stopped using an automation. If you remove the approval, the automation is no longer offered and the form skips it.
Builders then use the automation in the form. See Showing questions depending on an answer for rules, and Setting up Forms for the other admin steps.