PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Web Forms (myStratus ONLY) > Bulk Create Web Forms
Bulk Create Web Forms

  
NOTE: This feature is available in the Professional and Enterprise versions of myStratus Desktop. Spectra does not include this feature.


To create web forms for multiple clients at a time, use the bulk creation tool found at Maintenance > Web Forms > Bulk Create Web Forms. 



  1. Select which Web Form you will be creating in bulk.
  2. Based on the selected web form, choose which clients/sessions should the form should be built for. The options for this are a Filter, Client Status, Session Status, Client Group, or Marketing Plan. The options available will vary depending on the type of web form selected - Client or Session based.
  3. Press Create to create the web form on respective client/session records.
This process will create a web form for all clients/sessions found using the Criteria section. If a client or session record already contains the web form being created, the client record will be skipped and the web form will not be duplicated.




See also
Introduction to Web Forms
1. Web Forms Preferences
2. Building Web Forms
3. Creating Web Forms for Clients
4. Accessing Web Forms
Web Form Statuses


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