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The collaboration panel is a new section of a form that facilitates casting of votes. The panel is added automatically to any step containing a voting question.
Collaboration panel The collaboration panel comprises 4 panels: vote administration, related content, team members, and vote history.

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Vote administration panel

Vote administration panel Only the vote owner, which is the person assigned to the step containing a voting question, has access to the vote administration panel.
  • Start vote - If the vote is set up to start automatically, this button is disabled; otherwise the vote administrator can start the vote manually. Once the vote is started, the step containing the voting question opens for users to vote. While this button is active, voters can’t yet cast their votes.
  • Finish vote - This button becomes enabled once the minimum number of required votes have been cast. When the vote admin finishes the vote, it closes and users can no longer vote.
  • Cancel vote - The vote admin can cancel the vote at any time.
  • Reset vote - The vote admin can reset the vote at any time. This allows all users to vote again.

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Related content

Related content panel This section displays a list of documents for voters to view. These documents were uploaded to the selected SharePoint document library on this site, and voters have read-only access to them. Only documents from this library are visible in the related content panel. This means that if you upload files through a file upload question or as general attachments on the current step, those won’t appear in the panel once the vote has started.

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Team members

This section shows a list of the group members required to vote. Team members panel

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Decision group settings

If the vote administrator is not in the decision group, you need to make sure that “Who can view the membership of the group” is set to “Everyone”. Decision group settings

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Vote history

This section shows whether each team member has voted. If the vote is set to public, the vote administrator can see each voter’s name, how they voted, and the date and time of their vote. Public vote results If the vote is private, the vote administrator can see that a user has voted but not how they voted. Private vote results

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Collaboration panels settings

Collaboration panel settings are located in the step settings. Collaboration panels settings All four panels are added automatically to each step containing voting questions. You can modify which panels to display here, by moving them between the “Available” and “To be displayed” boxes.

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Setting up document library

To display documents in the related content panel, you first need to create a document library, upload the necessary documents, and then select this library in the collaboration panel settings. To select the desired library, click the “Related content (Select to config)” option. This displays a “Select folder” button, where you can choose the document library.
Note that you can only use/access document libraries located at the same site collection app level.
Select folder for related content If you don’t select a document library in the settings, documents uploaded via the file upload question and attachments will be saved to the Forms Documents library.