Form Management Views

Overview

There are 2 views available to edit forms

List View

This is the default view of forms, forms can be filtered and will display alphabetically by default.

Edit

Allows modification of a form

Duplicate

Copies a form with most of it’s settings, renames and allows you to modify the new form

Name

What the form is called, this will display for all user types

Type

Form type

Category

Form Categories of the form

Form Folder

Folders that the form is, additional details below

Year

The year the form is designed to go out, this can impact the default enrollment as well as what is available in the Course Dropdown

Modification User

Last user to modify the form

Status

Determines who can see the form there are 4 status

1. Active - anyone with proper permissions can see the form, the form is considered live

2. Testing - same as active but only users who have the test flag set can interact with this form

3. Inactive - the form is not in use and is not visible to any other page except this one

4. Archived - this state indicates a form is done. It sets it to read-only and will not accept new forms

Folder View

Folder View allows you to organize forms without changing how it appears for users. You can move forms into specific folders and group like forms without restricting access to a form.