Forms
The Forms section displays a comprehensive list of all forms created within your company.
Search and Filters
To quickly locate a form, use the available filters:
Filter by Form Type
Filter by Project
Filter by Form Status (Published, Draft, or Template)
Use the Search Box to find a form by its name.
Form Actions
Once you have identified your form, the available actions depend on its current status:
For a Published Form:
Update: Modify the form’s sections and/or fields.
Delete: Permanently remove the form.
Preview: View a web and mobile preview of how the form will appear to users filling it out.
View Submitted Data: See all submissions that Safety Representatives have made for this form.
Clone: Create an exact duplicate of the form.
For a Draft Form:
Update, Delete, Preview (as described above).
Publish: Make the draft form active and available.
For a Template:
Update, Delete, Preview (as described above).