# Enable Web Intake Forms

With the 26R2 release, you can configure web-based intake forms that allow respondents to submit structured data directly to your Vault, generating _Inbox Items_ from the submitted data for review. Depending on your business needs, you can create forms for single-use or repeat submissions. This streamlines data collection, reduces manual entry errors, and ensures faster, more consistent processing of safety reports.

After you have enabled this feature, see the following articles for more information:

* <a href="/en/lr/939321/">Configure Web Intake Forms</a>
* <a href="/en/lr/939323/">Web Intake Forms</a>

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      <p><strong>Note</strong>: This feature uses strictly necessary cookies. Collection and use of cookies during form submission is subject to data privacy regulations for various regions, such as General Data Protection Regulation (GDPR). We recommend reviewing cookie consent regulations for the specific jurisdictions in which you intend to collect data to ensure your use of this feature complies with all applicable laws.</p>
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## Create a Safety Form Connection {#form-connection}

You must create and activate a single _Safety Form_ type of <a href="/en/lr/53358/">_Connection_</a> that Vault will use to sync with the server (gateway) hosting the forms. When you save the new record, Vault populates the _Vault DNS_ field based on your Vault's URL and begins syncing to the server. When the sync completes, Vault populates the _Sync Status_ field. If the sync fails, you can edit the record and then save it again to re-sync.

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      <p><strong>Note</strong>: You cannot change the <em>Vault DNS</em> value after record creation.</p>
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## Create Application Managed User {#app-managed-user}

You must create a single _Application Managed User_ record, which Vault will associate with all <a href="/en/lr/939323/">Web Intake Forms</a>. To create the _Application Managed User_:

1. Optional: Create a <a href="/en/lr/1985/">_Security Policy_</a> to use for the _Application Managed User_.
    * We recommend configuring the security policy's settings to allow respondents enough time to complete their forms by selecting a _Logout user after inactivity value_ of _1 hour_ or greater.
2. <a href="/en/lr/953/#CreatingANewUserAccount">Create a new user account</a> with the following details:
    * In the _Licensing_ section:
        * For **Security Profile**, select **PAL Form Respondent**.
        * For **Security Policy**, select the _Security Policy_ you created to use for this record.
    * In the _Application Licensing_ section, populate the **Safety Management** and **Safety Docs** fields as applicable.
    * In the _General Info_  section, we recommend the following values:
      * For **First Name**, enter `Form`.
      * For **Last Name**, enter `Respondent`.
      * For **Language**, select **English**.
    * For the remaining required fields, you can enter generic information. Vault will not send any emails to the _Email_ address you enter for this user.
3. Navigate to **Business Admin > Objects > Application Managed Users**.
4. Select **Create**.
5. For **Application User Management Type**, select **PAL Form Respondent**.
6. For **User**, select the respondent user you created.
7. Select **Save**.

## Configure the Sync to Gateway Action on Safety Form Admin

To configure the _Sync to Gateway_ action to update forms on the server, <a href="/en/lr/43127/#assign-actions">assign</a> the action to the _Safety Form Admin_ object and add the action as a <a href="/en/lr/59885/#define-actions">user action</a> to the _Draft_ state of the _Safety Form Admin Lifecycle_. We recommend labeling this action `Publish`.

## Configure the Create Draft Version Action on Form Design

To configure the _Create Draft Version_ action, <a href="/en/lr/43127/#assign-actions">assign</a> the action to the _Form Design_ object and add the action as a <a href="/en/lr/59885/#define-actions">user action</a> to the _Active_ state of the _Form Design Lifecycle_.

## Grant Object Permissions

Ensure your <a href="/en/lr/22824/#objectpermissions">permission sets</a> are updated to grant the appropriate level of access for users to objects and fields according to your organization's process. Manage object permissions from **Admin > Users & Groups > Permission Sets > [Permission Set] > Objects > [Object]**. For permission sets related to users that will process _Inbox Items_ and _Cases_ generated by Web Intake Forms, add the _Read_ and _Edit_ permissions to the following object types:

* _Safety Form_ type of _Transmission Profile_
* _Intermediary Contact_ type of _Case Contact_

[1]: #app-managed-user