1. Working with Forms dashboards

Work with the forms dashboard

The forms dashboard provides a table overview of your forms, and options for managing your forms, individually or in bulk.

The dashboard lets you search your forms by name and apply filters, as well as categorizing forms using labels.

From the dashboard, you can also duplicate or delete a form, rename it. Furthermore, you can activate forms that have the status Inactive. For active forms, the numbers of views, interactions, and submissions are displayed.

Note

Forms with the status Draft are missing basic information, such as the webhook or a design.

Forms gets the status Inactive when they have been given a design and a webhook. Inactive forms are ready to be activated.

Activate a form to make it available for use in the page builder.

The Forms dashboard

Perform a bulk action

To work more efficiently and save time, you can activate or delete multiple forms at a time, or you can add a label to multiple forms at a time.

To perform a bulk action:

  1. On the forms dashboard, select the check boxes of the forms you want to perform the action on. Alternatively, to select all the forms, select the top-most check box.

  2. Click Actions and select the bulk action that appears above the forms table:

    • Activate - to change the status of all the selected forms from Inactive to Active. You can then publish each form to a connected website or third-party platform, or embed it into an external website.

      Note

      A form must have a design, including an action button, and a webhook set up before you can activate it.

    • Archive - to archive forms.

    • Copy to environment - to share the forms with other environments.

    • Add labels - to add one or more labels to all the selected forms.

    • Delete - to permanently delete all the selected forms.

      You can only delete forms that are in the Draft or Inactive status.

A notification message will inform you if the action was a success, or why it couldn't be performed.

Edit a form

You can edit any form that has the Active, Draft, or Inactive status. If you edit an active form, your changes are automatically pushed to any live instances of the form when the changes are saved.

To edit a draft or inactive form:

  1. On the dashboard, click the name of the form you want to edit.

  2. In the form editor, add or remove layouts, add, edit, or remove items, or change the general styling of the form.

  3. Save the form.

To edit an active form:

  1. On the dashboard, click the name of the form you want to edit.

  2. On the Preview tab, click Edit form.

  3. You can make changes on the Design or the Settings tabs of the form.

  4. Click Push changes to make the changes available on the active form, including live instances of the form.

  5. Alternatively, click menu to save the newly edited form as a template, or cancel the edits.

Rename a form

You can change the name of any form.

To rename a form:

  1. On the dashboard, navigate to the form you want to rename.

  2. Click Actions > Settings.

  3. On the Form settings page, in the Name field, enter the new name of your form.

  4. Click Save.

Duplicate a form

To save time, instead of creating a new form from scratch, you can duplicate a form on the dashboard and then edit it.

To duplicate a form:

  1. On the dashboard, navigate to the form you want to duplicate.

  2. Click Actions > Duplicate.

    The duplicated form is added at the top of the list of forms with its name appended with (Copy).

    If the original form had the status Active, the status of the copy will be Inactive.

When you a duplicate a form with conditional logic, then the conditional logic rules are duplicated as well.

Copy a form to other environments

You can share forms between environments, such as copying one from staging to production. When you copy a form to a new environment, Forms also copies the associated webhook, some settings such as form logic, and the action applied on form submission.

However, copying a form to another environment does not copy the original form's style. You will need to recreate the style in the new environment and reapply it to the duplicate form. Similarly, the duplicate form won't retain any of the comments or versions associated with the original.

Lastly, duplicate forms will be inactive, even if the original form was active when copied.

To copy a form to other environments:

  1. On the forms dashboard, locate the form you want to copy.

  2. Click Actions > Copy to environment.

  3. In the dialog that opens, use the drop-down menu to select the organization and environments where you want the form to be copied.

    To select multiple environments, press Shift while you click each environment's name.

    To deselect an environment, click the cross to the right of the environment's name.

  4. Click Copy.

To share more than one form with other environments, use the bulk actions menu that appears when you select at least one form's checkbox.

Delete a form

You can only delete a form if the form status is Inactive or Draft. When you delete a form, it is permanently deleted from the forms list.

To delete more than one form at once, use the bulk actions menu that appears when you select at least one form's checkbox.

To delete a form:

  1. On the dashboard, navigate to the form you want to delete.

  2. Click Actions > Delete.

    The form is deleted.

View form analytics

The Forms dashboard provides insights into the performance of your forms by tracking user views, interactions, and submissions. It automatically captures data from all active forms as visitors interact with them.

The analytics available on the Forms dashboard are

  • Views - the total number of times the form was viewed.

  • Interactions - the total number of clicks on the form.

  • Submissions - the total number of completed form submissions.

The data is shown for the last 30 days, and sums up all events when a form is used on multiple pages. It is refreshed every 15 minutes. For a more comprehensive form insights, see Understanding form analytics.

Add or remove a form label

You can add labels to your form to organize them for internal use. You can also add labels to multiple forms at a time in a bulk action.

Note

You can add more than one label to a form. You can select any existing labels available in the dialog, or you can add a new label.

To add or remove a form label:

  1. On the dashboard, navigate to the form you want to add a label to or remove a label from.

  2. In the Labels column, click Add label.

    Alternatively, to remove a label, click Remove next to the label name.

  3. In the Add labels dialog, to add a label:

    • Type the label name, then press Enter on your keyboard.

      If the label doesn't already exist, it will be added to the list of available labels.

    • Start typing the label name, and when the label appears on the list, click it.

    • Scroll the list and click the label you want to add.

    The labels you've added are displayed at the bottom of the dialog.

  4. Click Save labels to apply the label to your form.

Archive a form

You can archive a form to make it appear in the Archived table, instead of the Not archived table. You can archive any forms, regardless of their status.

Note

Archiving an active form doesn't make it inactive. It is still available for building webpages, and live instances of the form are unaffected.

To archive more than one form at once, use the bulk actions menu that appears when you select at least one form's checkbox.

To archive a form:

  • On the forms dashboard, navigate to the form you want to archive and click Actions > Archive.

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