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Overview

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


Table of Contents


List View

Description:

  • The default view of forms, displaying them alphabetically by default.

Filtering:

  • Forms can be filtered based on various criteria.

Form Actions

  • Edit: Allows modification of an existing form.

  • Duplicate: Copies a form with most of its settings intact, renames it, and allows you to modify the new form.

Form Properties

  • Name: The name of the form, visible to all user types.

  • Type: Specifies the type of form.

  • Category: Category of the form.

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

  • Year: The year the form is designed to be used, which can impact default enrollment and availability in the Course Dropdown.

  • Modification User: The last user who modified the form.

  • Status: Determines who can see the form:

    • Active: Visible to anyone with proper permissions; the form is live.

    • Testing: Visible to users with the test flag set; the form behaves as active for them.

    • Inactive: The form is not in use and is not visible except on this page.

    • Archived: The form is read-only and will not accept new submissions.


Folder View

Description:

  • Allows you to organize forms into folders without changing how they appear to users.

  • You can move forms into specific folders and group similar forms without restricting access to any form.

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