Sample submission forms let customers or staff submit sample information through a guided form. Configure them under Admin → Forms (/admin/forms).
Permission required
You need sample.update to manage forms (same permission gate as the Forms admin page).
Open Admin → Forms
- Open the main menu.
- Go to Admin → Forms.
Manage forms
The table lists each form's Name, Status, and Last Used. You can:
- Click Create Form to add a new shareable submission link (enter a Name in the dialog).
- On an active form row, use Copy URL for Auto-Generated Form (copy icon) to copy the public submission link, or Copy ID for Use in Custom Form (key icon) to copy the form credential for a custom website integration.
- Rotate a form when the old link should stop working (a new link is created immediately).
- Revoke a form when its link should stop working permanently (not available for the tenant default form).
- Check Show Revoked to list revoked forms in the table.
Share a submission link (tenant operators)
After a form is configured, share it without opening Admin:
- Open Samples from the bottom navigation bar.
- Open the page ⋮ menu.
- Choose Copy Sample Submission Link to copy the public URL to the clipboard (uses your tenant's default sample form).
- Share the link by email or your usual channels. Recipients complete the guided form in their browser.
From the same menu, choose Upload Sample Submission Form to upload a completed PDF when your workflow uses paper forms.
See also Creating a New Sample in Lab Axiom for in-app sample entry.
Best practices
- Revoke forms that are no longer in use.
- Use clear labels so your team can identify each form in the list.
- Test a new form before sharing its link externally.
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