Share a form
Make a form from a project phase available through a public URL.
External information intake
Public Forms
Collect information from anyone without requiring Mynix access. Public Forms let external users open a shared form in their browser, complete the configured fields, and submit information directly into the selected Mynix project phase.
- linkShare a public URL
- person_outlineCollect external submissions
- inboxCapture information in Mynix
Public Forms at a glance
Give external users a simple way to submit structured information.
Four things happen the moment a form goes public.
Collect external submissions
Allow users outside your workspace to submit information.
Keep information structured
Collect information through the fields configured in the form.
Capture submissions in Mynix
Bring submitted information into the selected project phase.
Why use Public Forms
Collect information from outside without entering every response by hand.
Public Forms replaces the back-and-forth of email, spreadsheets, and manual re-entry with one direct path into the workflow.
close Without Public Forms
Collect through separate channels
- Need information
- Contact external users
- Collect through separate channels
- Manually enter information
check With Mynix Public Forms
Send information directly into the workflow
- Configured form
- Share the public URL
- External user submits
- Submission is captured in Mynix
Share → Submit → Capture → Notify
Share outside your workspace
Share a phase form outside your Mynix workspace.
Public Forms allow a form from a project phase to be shared with users who are not part of the Mynix workspace.
- ✓Open the form in a browser
- ✓Fill in the configured fields
- ✓Submit the required information
- ✓Have the submission captured in the selected project phase
Where to find Public Forms
Five stops from the project down to the public form.
Public Forms are available from the menu of each project phase.
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01
Open the Project
Go to the project that contains the phase you want to share.
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02
Select a Phase
Choose the phase whose fields will make up the form.
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03
Hover over the Phase
Reveal the phase menu controls.
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04
Open the Three-dot Menu
Click the menu icon to view the phase actions.
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05
Choose Public Forms
Open the Share Form window and configure the access.
Public Form access options
Choose who can respond.
After opening Public Forms, the Share Form window lets you pick one of three access levels.
Only users from Org
Only users from the organization can respond.
Login or Sign-up required
Users must log in or sign up to respond.
Anyone can access
Anyone with access to the form can respond without logging in.
Setup
Make a phase form available through a public link.
Open the required phase, use its three-dot menu, select Public Forms, enable the public form option, and copy the generated URL.
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One URL, ready to share
Send the link in email, chat, or any channel your external audience already uses.
Submission awareness
Never miss a Public Form submission.
Know when new information arrives without manually checking your project. Enable the notification in Project Settings → Settings, then choose who should receive the alert.
Project Owner
Keep the project lead informed when a new submission arrives.
Project Admins
Give administrators the visibility they need to act on incoming information.
Project users
Notify the people who work directly with the records the form creates.
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Multiple notification channels
Deliver alerts through Email, In-App Notification, or Slack when the integration is enabled.
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Configured at the project level
Each project can decide who receives the alert and through which channel.
The value of a direct intake path
Make information collection easier to act on.
Public Forms removes the handoff between an external response and the project workflow that needs it.
Collect externally
Receive information from users outside your Mynix workspace.
Share simply
Give people one public URL to access the required form.
Keep it structured
Use the fields configured in the selected project phase.
Reduce re-entry
Avoid transferring submitted information into Mynix by hand.
Respond sooner
Notify the right project users as soon as a submission arrives.
A connected submission journey
From external user to Mynix.
Each response follows a clear path into the project, and the right people can be alerted when it arrives.
Receives the shared form link.
Provides the configured information.
Information enters the selected phase.
Selected users can respond quickly.
Collect information without losing the workflow.
Create a Public Form, share the link, and let Mynix capture the response and alert the people who need to act.