Creating a Form Alias

In order to facilitate the actual secure trusted instance, we need to create a Form Alias. This can be found in the Forms section of System Management as shown here:

When you click on this you can Create a new form alias (or trusted instance of the form). To create one you need provide a Name, Friendly Name, Description and whether it requires a logon or not. You will likely set this to Yes for all trusted/council access to facilitate a logon which enables the user details to be passed to the back office. Here we can see a Form Alias that has been created for the Credit Union:

So one can see that it is possible to click on the Details option to access the URL for the Alias. This URL is the one that should be provided to either Council staff or the Trusted party in question. I.e. It is possible to set up as many Aliases up as you’d like:

You’ll notice that in the Alias you can see the word Credit Union exists in the URL to reflect that it is an alias of the main form. You can also see that the Alias is restricted and therefore a logon is required. This will be how you would want to set all trusted access i.e. with it set to Y: