How-To: Sync Roster Changes

[#1]

Summary

How to Sync roster changes?

Solution

If you populate your form with a roster, you can choose to Sync Roster Changes until a defined date from the Supervisor & Settings tab in the Form Manager.

Input a date in the future, and the form will now automatically maintain and update the form’s roster whenever a new roster file is uploaded to Permission Click.

Leaving this date blank will NOT automatically update the roster when a new file is uploaded.

Note: 

• This will only be available if you have the roster integration.

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[#2]

Summary

How to Sync roster changes?

Solution

If you populate your form with a roster, you can choose to Sync Roster Changes until a defined date from the Supervisor & Settings tab in the Form Manager.

Input a date in the future, and the form will now automatically maintain and update the form’s roster whenever a new roster file is uploaded to Permission Click.

Leaving this date blank will NOT automatically update the roster when a new file is uploaded.

Note: 

• This will only be available if you have the roster integration.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

Summary

How to Sync roster changes?

Solution

If you populate your form with a roster, you can choose to Sync Roster Changes until a defined date from the Supervisor & Settings tab in the Form Manager.

Input a date in the future, and the form will now automatically maintain and update the form’s roster whenever a new roster file is uploaded to Permission Click.

Leaving this date blank will NOT automatically update the roster when a new file is uploaded.

Note: 

• This will only be available if you have the roster integration.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.