Recently Updated Pages
Integrate Another Module Into a Form
To integrate another module into a form, go to the Home Page in the Forms Module. Click the three...
Import Form Fields from a CSV File
If a field has already been added to a form, you are no longer able to bulk import form field nam...
Import Fields from a PDF Field Import
Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be ...
Export Form Entries
To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the thr...
Edit the Status of a Form Rule
To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot...
Edit a Form Entry Pending Approval
Anyone can edit a form entry if they have the permission to edit entries, regardless of the appro...
Edit a Form Entry
To edit a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the...
Edit a Form
To edit a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of...
Download a PDF Form
While this option will show on the context menu, you can only download a PDF if a PDF has been as...
Delete all Testing Entries
To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Modu...
Delete a Form Entry
To delete a form entry, go to the Home Page of the Forms Module and click the three-dot icon to t...
Delete a Form
To delete a form, go to the Home Page of the Forms Module. Click the three dot (…) icon to the ri...
Create a New Form Field Rule
To add a form field rule, go to the Home Page of the Forms Module. Click the three dot icon to th...
Create a Form Aggregation
To create a form aggregation, go to the Forms Home Page and select the “Form Aggregation” button....
Copy a Form
To copy a form, go to the Home Page of the Forms Module and select the three dot icon to the righ...
Convert a Database to a Form
To convert a database to a form, go to the Home Page of the Forms Module. Select the “Convert Da...
Close a Form
To close a live form, go to the Home Page of the Forms Module and click the three-dot icon to the...
Clear a PDF Cache
To clear the PDF cache, go to the Home Page of the Forms Module. Click the three-dot icon to the ...
Bulk Edit / Delete Form Entries
To bulk edit form entries, go to the Home Page of the Forms Module. Click the three-dot icon to t...
Archive a Form
To Archive a form, it cannot be live. You must close the form first. How To: Close a Form To a...