Skip to content
  • There are no suggestions because the search field is empty.

How to Manage Forms

The Forms module uses a groups-first layout. When you open Forms, you land on the groups list. Click into a group to see its forms, and click a form row to view submissions. A breadcrumb trail at the top lets you jump back to any level.

Creating a New Form

  1. Navigate to a group (or [Ungrouped Forms]) so you are viewing the forms list.
    Image 17-07-2026 at 3.54 PM
  2. Click Create New.
    Image 17-07-2026 at 3.54 PM (1)
  3. A choice dialog appears:
    • Start from Blank — opens an empty form builder.
    • Select Template — choose from a library of common form types (coming soon).
      Image 17-07-2026 at 3.55 PM
  4. The form editor opens directly to the field builder, so you can start adding questions right away.

  5. Image 17-07-2026 at 3.56 PM
  6. To set the form name, group, permissions, or other settings, click the Settings (gear) icon in the top-right corner of the editor.

    Image 17-07-2026 at 3.56 PM (1)


  7. Click Save Changes when finished.

Editing a Form

  1. Navigate to Forms and click into the group that contains your form.
  2. Click the Edit icon on the form row, or use the ⋮ overflow menu if the icon is hidden.
    Image 17-07-2026 at 3.57 PM
  3. The editor opens to the field builder. Use the Settings (gear) icon to access configuration options.
    Image 17-07-2026 at 3.58 PM
  4. Click Save Changes.

Duplicating a Form

  1. Click the Duplicate icon (or find it in the ⋮ menu) next to the form you want to copy.
    Image 17-07-2026 at 3.59 PM-1
  2. Enter a new name for the copy.
    Image 17-07-2026 at 3.59 PM
  3. The editor opens automatically so you can customise the duplicated form.
  4. Click Save Changes when done.

Archiving and Unarchiving

  • Click Archive (or find it in the ⋮ menu) to hide a form from employees without deleting it.
    Image 17-07-2026 at 4.53 PM
  • Switch to the Archived filter to find archived forms.
  • Click Unarchive to restore a form and make it visible to employees again.
    Image 17-07-2026 at 5.00 PM

Row Actions and the Overflow Menu

Each form row shows action icons (View Submissions, Edit, Duplicate, Archive, QR Code). When the screen is narrow, some icons collapse into a ⋮ (More actions) menu — click it to access the hidden actions.

Tips

  • Click any form row to jump straight to its submissions — no need to find the icon.
  • The form editor opens to the field builder first, so you can start building immediately and tweak settings later via the gear icon.
  • Duplicate a form when you need a similar template for a different team — it saves time.
  • Archive forms that are no longer needed instead of deleting them, so you keep a record.