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Form list

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Zane P
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Use the Form List page to:

  • Create a new form
  • Edit, copy, or delete a form
  • View your published, unpublished, and archived forms
  • Add labels to forms and filter by label
  • Search for forms by name or Form ID
  • Access the submission and registrant list for a form
  • Fill out a form on behalf of a member

To access the form list

Go to Forms > Form List.

To create a form

Select CREATE FORM. For advanced setup steps, see Creating and configuring forms.

To edit, copy, or delete a form

Hover over a form to reveal EDIT and the three-dot menu. Select EDIT to edit the form, or select the three dots to Copy or Delete it.

A form row on the Form List page with the cursor hovering to reveal the Edit button and three-dot menu

Copying a form duplicates all its settings. Edit the copy from the Form List page to change anything.

You can't delete a form that has submissions attached. Delete the submissions first.

Warning: Deleted forms can't be recovered.

The three-dot menu on a form row expanded to show Copy and Delete options, next to the Take This Form button

To fill out a form on behalf of a member

  1. Select TAKE THIS FORM.
  2. In the window, select a member from your database, or select PROCEED AS NEW MEMBER to fill out the form as someone outside your database.
    • If you select PROCEED AS NEW MEMBER, enter a First Name, Last Name, and Email, then select PROCEED AS THIS NEW PROFILE.
  3. Select Prevent Confirmation Email if you don't want the member to receive a notification.
  4. Complete the form on your website.

Make sure the member you select has permission to access the form.

Tip: Use this flow to preview how a form looks and behaves before you publish it.

The Take This Form window with options to select an existing member or proceed as a new member

To add form labels

Enter a label in the field under Labels. This organizes the form and lets you filter by it later. Select the Filter by labels dropdown to find forms by label.

Select Manage Labels to edit or delete labels in your saved list.

To search for forms

Use the search bar to search by form Name or Form ID. Select Show archived forms to include archived forms in the results.

To view the submission and registrant lists

Under Submissions and Registrants, select the number or View list to open the form's submission list or registrant list.

To set a form status

Under Status, set the form to:

  • Archived: Hidden from your website and from the form list unless you select Show archived forms.
  • Published: Visible to website visitors, based on the form's permission settings.
  • Unpublished: Hidden from your website but still visible in the form list.

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