1. Open a blank or existing form.
   • To share a blank form, proceed to step 2.
   • To share a specific record, complete the desired fields and select Save .
2. In the form, select the Menu button and select Share with Others .

   Note: You must select Share with Others from the form's Menu. This button functions differently from a view.

   The following dialog appears:

   

   • The Dataset Name displays the unique ID for the record you are sharing. If you are sharing a blank record, the Dataset Name will be 0.
3. Select Copy.

   Note: A message may appear asking if the program can access the clipboard. If such a message appears, select Yes.

4. Paste this link into a Notepad note, Microsoft Word document, email message or other form of communication with another Lucity user. A user can enter this link into a web browser to access this shared Form.

Note: The Lucity tab that opens from a shared form link will display the form type and "0" for blank forms or the unique ID for specific records.

From a URL link:

1. Paste the shared Form URL into your web browser's address bar in a new window or tab.
2. Press Enter on your keyboard. *This action may vary depending on your device or browser.
3. The browser page displays the message Routing In Progress. When routing is complete, your browser opens the Lucity Form:

   If you have Lucity open in another browser or browser tab:

   • The page will display the message Routing Successful - You can close this window at any time.
   • Return to the open browser or tab containing your current version and session of Lucity. The shared Form is now open in a new Lucity tab.

   If you do not have Lucity open in another browser or browser tab:

   • The browser tab on which you entered the URL opens the shared Form in the Lucity application.

From a URL link used as a dashboard plugin:

1. From the Lucity dashboard, click a link to a form. The form opens for editing.