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titleWhen do we use this?

The 'List Forms' option allows administrators to view/edit all previously created forms. This is also where administrators go to obtain the form results.

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Getting to Forms 

1. Hover over the 'User Management' icon and then 'Forms'. Click 'List Forms'.


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2. The 'Form Builder' screen is displayed. This table lists all the active forms that have been created. 

  • The 'Add Forms' button displays the 'Form Builder - Create' screen.
  • The 'Show All Forms' button shows both the active and archived forms.
  • The 'Edit' button will display the 'Form builder - Edit' page for the selected form. Administrators can view/edit the details of the form here.

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3.  The The 'View Entries' button will display a table with the entries that have been submitted by users for the selected form. 


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  • The 'Show Hidden' button will display any entries that have been hidden based on the criteria in the original form set-up under the Report Options.
  • The 'Show All' button displays both active and hidden entries associated with the selected form.
  • The Start Date and End Date allows administrators to filter results based on date, select the Go button to update the results. 
  • The envelope icon allows administrators to email the user that submitted the form. 
  • The Delete button will delete the entry.

4.  The The 'View' button allows administrators to view/edit all details submitted on the form by the user and also allows administrators to see the 'Administrator Only' fields created in the form builder. You can click the 'Prepare Email' button to send a message back to the user, or you can email the form details to someone else by entering their email address.

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5.  TheThe 'Bulk Actions' button allows administrators to create a report showing additional fields that are hidden in the summary report. It will also allow administrators to email the report on the selected form entries to specific administrators, and/or print the form entries. 



6.  The The 'Show Forms' button displays the active forms.

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  • The 'Copy' button allows administrators to duplicate a form. Administrators can then edit the form if needed.
  • The 'Archive' button allows administrators to hide a form from the listing of active forms. If administrators want to copy, restore, delete or export an archived form, click the 'Show All Forms' button to display the listing of both active and archived forms. 
  • The 'Export' button exports all form entries for a selected form into an Excel document.


Info

The 'List Forms' option allows administrators to view/edit all previously created forms. This is also where administrators go to obtain the form results.


Hover over the 'User Management' icon and then 'Forms'. Click 'List Forms'.


Image Added

The 'Form Builder' screen is displayed. This table lists all the active forms that have been created. 

  • The 'Add Forms' button displays the 'Form Builder - Create' screen.
  • The 'Show All Forms' button shows both the active and archived forms.
  • The 'Edit' button will display the 'Form builder - Edit' page for the selected form. Administrators can view/edit the details of the form here.


Image Added

The 'View Entries' button will display a table with the entries that have been submitted by users for the selected form. 


  • The 'Show Hidden' button will display any entries that have been hidden based on the criteria in the original form set-up under the Report Options.
  • The 'Show All' button displays both active and hidden entries associated with the selected form.
  • The Start Date and End Date allows administrators to filter results based on date, select the Go button to update the results. 
  • The envelope icon allows administrators to email the user that submitted the form. 
  • The Delete button will delete the entry.

The 'View' button allows administrators to view/edit all details submitted on the form by the user and also allows administrators to see the 'Administrator Only' fields created in the form builder. You can click the 'Prepare Email' button to send a message back to the user, or you can email the form details to someone else by entering their email address.


Image Added

The 'Bulk Actions' button allows administrators to create a report showing additional fields that are hidden in the summary report. It will also allow administrators to email the report on the selected form entries to specific administrators, and/or print the form entries. 


Image Added

'Show Forms' button displays the active forms.


 Image Added

  • The 'Copy' button allows administrators to duplicate a form. Administrators can then edit the form if needed.
  • The 'Archive' button allows administrators to hide a form from the listing of active forms. If administrators want to copy, restore, delete or export an archived form, click the 'Show All Forms' button to display the listing of both active and archived forms. 
  • The 'Export' button exports all form entries for a selected form into an Excel document.