Navigate the Forms List

The Forms tab displays all the forms you can view. You can perform various actions on forms from this page.

1. View your forms

   • All Forms: Displays all the forms that you can view
   • My Current Forms: Filters the list to only include forms in the In progress status
   • Forms by Template: Displays all the forms that you can view that were created from that template

2. Create a form

3. Archive: Select closed forms and click Archive.

   Note: The form must be in the Closed status. You must have the right permission on that form to archive it. Review Forms Permissions.

4. More menu: Click the icon.

   • Insight: Opens a pop-up window with how many forms were submitted today, in the last seven days, and all time
   • Activity: Opens the activity log for the Forms tool. Learn more

5. Export forms

6. Search forms by name

7. Filter the Forms list by:

   • Form date
   • Due date
   • Assigned to
   • Created by
   • Approved by
   • Status
   • Template type
   • Location
   • Notes

   Click Apply filters.

8. Forms log: View information about each of the forms you can view. To customize the list, scroll to the far right of the table and click the cog icon .

   • Select which columns to include in the table.

   • Hold and drag the icon next to column name to move it to the desired location.

   • Change the density of the information shown by clicking the corresponding icons .

   • To return the Forms list to the default setup, click Reset all.