Automate the Assignment of a BrightForm

In this article, you will learn how to automate the sending of a BrightForm to a Candidate.


The first thing you are going to want to do is go into your Settings and locate the BrightForms section. See image below:

Next, you will want to click the Edit button to the right of the form you wish to automate.

Once you are on the BrightForms Form Builder page, you will want to click the Form Settings Button.


Then, locate the Form Assignment Status field and select the Status you wish to have this form automatically assigned to the Candidate once they are placed in it.

You can also set a Target status for the candidate to be moved to once the form has been completed.

Once you have filled in all of the required Fields, click Save in the upper right corner and you have successfully set this form up to be assigned automatically.

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