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Overview

There are 2 views available to edit forms

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This article outlines the various views available on the form management page.

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Table of Contents

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List View

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Description:

  • The default view of forms,

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  • displaying them alphabetically by default.

Filtering:

  • Forms can be filtered

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Edit

  • based on various criteria.

Form Actions

  • Edit: Allows modification of

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  • an existing form.

  • Duplicate

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  • : Copies a form with most of

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  • its settings intact, renames it, and allows you to modify the new form.

Form Properties

  • Name

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  • : The name of the form

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  • , visible to all user types.

  • Type

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Form type

Category

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  • : Specifies the type of form.

  • Category: Category of the form.

  • Form Folder

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  • : The folders where the form is stored, providing additional organizational details

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  • .

  • Year

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  • : The year the form is designed to

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  • be used,

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  • which can impact

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  • default enrollment

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  • : The last user who modified the form.

  • Status

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  • : Determines who can see the form

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  • :

    • Active

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    • : Visible to anyone with proper permissions

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    • ; the form is

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    • live.

    • Testing

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    • : Visible to users with the test flag set

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    • ; the form behaves as active for them.

    • Inactive: The form is not in use and is not visible

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    • except on this

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    • page.

    • Archived

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    • : The form is

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    • read-only and will not accept new

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    • submissions.

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Folder View

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Description:

  • Allows you to organize forms into folders without changing how

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  • they appear to users.

  • You can move forms into specific folders and group

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  • similar forms without restricting access to

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  • any form.