The Forms Tab lists all the forms that you can access from your account, and allows you to perform a variety of form actions. You can create a new form using the New button in the upper right.
Below, we go over the following:
- Forms List: The layout of the forms list and the functionality available there.
- Individual Form Actions: The actions available via the [...] Actions dropdown menu.
- Bulk Form Actions: Actions that can be performed on multiple forms at once.
- Searching and Filtering: How to narrow the list of forms to find what you need.
The forms are listed in tabular format. Each row represents a form with the details listed below:
Form Name - The form’s name. Completed forms have a Checkmark icon next to them. If your form has an identifier or tags associated with it, those are listed next to the form name. Additionally, the following functionality is available in this column:
- Click the form name to open the form in the Web Form Editor.
- Click the column header to sort the forms list alphabetically by name. Click it again to toggle between descending and ascending sort order.
- Click a tag name to filter the forms list so that it displays only forms containing that tag.
Owner - The GoFormz user who is the current owner of the form.
Last Updated - The date and time when the form was last modified. Click the column header to sort the forms list by date. Click it again to toggle between descending and ascending sort order.
Actions - A dropdown containing a menu of actions. See below for more.
You can sort the forms list by the Form Name or Last Updated columns. To do so, simply click on those column headers. The Form Name column will sort alphabetically, and the Last Updated column will sort in time order. Clicking the column header a second time will toggle between sorting in ascending and descending order. By default, the list is sorted by Last Updated time.
Individual Form Actions
The Actions column contains a [...] dropdown menu with a set of available actions for each form. Click on the action name in the list below to learn more about it.
- Public Forms: Share this form to an external user via a Public Form URL, or manage any existing Public Form URLs created previously from this form.
- Add Tags: Add tags to this form, or remove tags from this form.
- Open PDF: Open a PDF version of this form, or download the PDF to your computer.
- History: View the history of the form including the version history created by each significant change to the form. This includes events such as form created, completed, transferred, reopened, etc.
- Rename: Rename this form.
- Webhooks: View a list of Webhooks associated with this form.
- Workflow Jobs: View the Workflow Jobs associated with this form.
- Delete: Delete this form.
Bulk Form Actions
There are three actions that can be performed on multiple forms at once. These actions are Download PDF, Export, Transfer, and Delete. To do this, check the boxes to the left of the forms on which you want to perform the action. A Bulk Actions dropdown will appear at the top of the page. Expand the dropdown and select the desired action — Delete, Download, Transfer Forms or Export.
Note: You must own all forms selected in order to bulk transfer forms.
Searching and Filtering
The search and filter functionality resides in the header area, as pictured above, which includes the Time Range dropdown, the funnel-shaped Filter button, and the Search Bar. Below is a brief overview of the capabilities. See here for more on searching and filtering forms.