Overview
There are 2 views available to edit forms
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List View
This is the This article outlines the various views available on the form management page.
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List View
Description:
The default view of forms,
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displaying them alphabetically by default.
Filtering:
Forms can be filtered
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based on various criteria.
Form Actions
Edit
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: 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.
Name
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Form Properties
Name: The name of the form
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, visible to all user types.
Type
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Category
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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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and availability in the Course Dropdown.
Modification User
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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
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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
Folder View allows 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 any form.
Setup:
Select Users → Manage Roles
Under Folders you can Create new folders. Once a folder is created you can setup any form to use from the Folder View.