Publish a form with automatically managed source measures and KPIs

When you publish a form with automatically managed source measures and KPIs for the first time, you are prompted to assign the generated source measures and KPIs to an organization in your visibility. The assigned organization cannot be modified after the form is published.

If you modify a form after it is published, the associated source measures and KPIs are automatically updated when you republish the form. If a form contains changes that cause the mapping to some source measures and KPIs to be lost, those source measures and KPIs are unmapped when the form is republished.

Procedure

In the Form List, select the form you want to publish.
Do one of the following:
- In the Form List toolbar, click Change Status.
- Use the right-click menu.
In the Status list, select Publish.

If you are publishing a form with automatically managed source measures and KPIs for the first time:
- In the Manage KPIs window, select an organization in your visibility to which to assign the generated source measures and KPIs.
- Click Assign & Create.
  
  When the KPI creation process is complete, the Manage KPIs window displays a summary with the number of created and failed KPIs. If a KPI creation failed (for example, KPI name already exists), you can fix the issue and republish the form to attempt to create it again.
If you are republishing an existing form, the Manage KPIs window displays the action that is being performed for each KPI (Create, Modify, or Delete). When the process is complete, a summary is displayed with the number of succeeded tasks.

Click Close.