Sample submission forms let customers or staff submit sample information through a guided form. Configure them under Lab → Forms (/tenant/forms).

Permission required

You need sample.update to manage forms (same permission gate as the Forms admin page).

Open Lab → Forms

1. Open the account menu (account circle, top right).
2. Under your lab name, choose Forms (nested under the Lab section), or select the Lab entry and use the Forms link in the Lab sidebar on wider screens.

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 lab default form).
• Check Show Revoked to list revoked forms in the table.

Share a submission link (lab staff)

After a form is configured, share it without opening Lab → Forms:

1. Open Samples from the bottom navigation bar.
2. Open the page ⋮ menu.
3. Choose Copy Sample Submission Link to copy the public URL to the clipboard (uses your lab's default sample form).
4. 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.