Forms Home Page
Forms Table Context Menu Option Explanations | |
Option | Explanation |
Overview | Selecting “Overview” from the context menu will open the Overview Tab related to the specific Form. The Overview Tab includes Form Stats (# of drafts, # of entries, # of pending approvals), the form status, form access (URL Link and QR Code) as well as a URL link for PDF submission info. |
Webform (popup) | Selecting “Webform (popup)” from the context menu will open a modal allowing an individual to input another form entry. If the form is not live, the modal will state so in bold under the header. Any submissions made before a form is live can be deleted. This modal will vary, as it opens the a unique form. |
Edit Form | Selecting “Edit Form” from the context menu will open the Edit Form Modal, allowing an individual to make changes to the Form Title and Tags, as well as the Basic / Advanced Settings and Form Styling established when the form was created. |
Copy Form | Selecting “Copy Form” from the context menu will open the Copy (FORM NAME) Modal, which allows an indivual to give a new title to the copied form. If there are any PDF versions of a copied form, they will need to be updated with the new submission URL and uploaded to the copied form. Entries will not be copied. |
Close Form | Selecting “Close Form” from the context menu is an option if the form is live and will open a confirmation modal that states, “Are you sure you wish to close this form? Any draft entries will be deleted, and new entries will only be able to be added via manage entries.” |
Archive Form | |
Fields | Selecting “Fields” from the context menu will open the Fields Tab for a specific form, where all existing fields are listed and where new fields can be added and managed. If a form is live, a checkbox will have to be selected in order for fields to be edited. |
Rules | Selecting “Rules” from the context menu will open the Rules Tab for a specific form, where existing field rules are listed and where new rules can be added and managed. If a form is live, a checkbox will have to be selected in order for field rules to be edited. |
Upload PDF | Selecting “Upload PDF” from the context menu will open the Upload PDF Form for (FORM NAME) Modal. |
Download PDF | Selecting “Download PDF” from the context menu will download the PDF that have been associated with the form. |
Clear PDF Cache | Selecting “Clear PDF Cache” from the context menu will clear the PDF cache and force the system to recreate the form PDF (in case the system pulled old form data). |
Drafts | Selecting “Drafts” from the context menu will open the Drafts for (FORM NAME) Page showing the form draft history. |
View Entries | Selecting “View Entries” from the context menu will open the Form Entries Page displaying all entry responses to date. |
Manage Entries | Selecting “Manage Entries” from the context menu will open the Entries for (FORM NAME) Page which displays the Form Entries Table. Entries can be added, imported, and exported from this page. Bulk edits can also be enabled for efficiency. |
Delete Form | Selecting “Delete Form” from the context menu will open a confirmation modal that allows you to confirm deletion of the selected form. |
Make Form Live | Selecting “Make Form Live” is only an option on the context menu when a form is still in preview mode. When selected, the system will automatically change the form from Preview Mode to Live Status. An Update Status Modal will appear, confirming that the form is now live. Once a form is live, bulk entries can no longer be deleted. |
Delete all Entries | Selecting “Delete all Entries” is only an option on the context menu when a form is still in preview mode. When selected, a deletion confirmation modal will appear |