On the Forms page, you can search for, edit, share, disclose, move, and delete the created forms.

Prerequisites

A form is created. For more information, see Create a form.

Go to the Forms page

  1. Choose Workspace > Forms.
  2. In the left-side navigation pane, select a group workspace from the workspace list. 1
    The Forms page appears. 16

Query forms

  1. In the search box on the Forms page, enter a keyword to search for forms by name or creator.
  2. Click the 1 icon to query a form. 1

Create a folder

  1. On the Forms page, click Create Folder in the upper-right corner.
  2. In the Create Folder dialog box, enter a name for the folder and click OK.

Rename a folder

  1. On the Forms page, find the folder that you want to rename and click the 4 icon in the Actions column.

    You can also right-click the row where the folder is located and select Rename.

  2. In the Rename dialog box, enter a new folder name and click OK.

Delete a folder

  1. On the Forms page, find the folder that you want to delete and click the 5 icon in the Actions column.

    You can also right-click the row where the folder is located and select Delete.

  2. In the message that appears, click OK.

Manage data

  • The developer of a form and the administrator of the project workspace in which the form is created can manage all the data of the form.
  • If the form is not shared with you or you have only the public URL of the form, you cannot manage the data of the form.

For more information, see Manage data.

Edit a form

  1. On the Forms page, find the form that you want to edit and click the 1 icon in the Actions column.

    You can also right-click the row where the form is located and select Edit.

  2. On the page that appears, edit the data and click Save.

    For more information about control description, see Control description.

Share a form

  1. On the Forms page, find the form that you want to share and click the Publish icon in the Actions column.

    You can also right-click the row where the form is located and select Publish.

  2. In the Sharing (giving permission to fill in) panel, configure the following parameters. Publish
    Parameter Description
    Name The name of the form.
    Scope The object to which you want to grant the permissions on the form. You can grant the permissions on the form to Space members, All Users, User Groups, or Users.
    • Space members: all the members in the workspace.
    • All Users: all the members of the organization.
    • User Groups: the specified user groups.
    • Users: the specified users.
    Publish To The users or the user groups that can access the form.
    Note This parameter is required only if you select Users or User Groups for Scope.
    Permission Type Valid values: Submit data only and Submit and manage personal data.
    • Submit data only: Authorized members can submit data of the form, but they cannot manage the data.
    • Submit and manage personal data: Authorized members can submit the data of the form and manage only the data that they submit. They cannot manage the data submitted by others.
    Expire After The validity period during which the form is shared.

    If the Scope parameter is set to Space members, you can set the validity period to Never Expire.

    Published To Default workspace members have the permissions to submit and manage their own written data. You can click the Delete icon to revoke the permissions from a workspace member.
    Note Members with which the form is shared can only add data to the form during the validity period. They cannot update the form.
  3. Click Save.

Rename a form, transfer the form to another user, or change the security level of the form

  1. On the Forms page, find the form that you want to manage and click the Icon icon in the Actions column. Then, click Edit Properties.

    You can also right-click the row where the form is located and select Edit Properties.

  2. In the Edit Properties panel, configure the following parameters.Edit Properties
    Parameter Description
    name You can rename the form.
    owner Click the drop-down icon to select the user to which you want to transfer the form.
    description The description of the form.
    security strategy Valid values: Private and Collaborative editing and management.
    • Private: Only the project workspace administrator and the form creator can edit the form. The default security level is Private.
    • Collaborative editing and management: All the specified developers in the project workspace can edit and manage all the data in the form at the same time.
    Authorization scope After you enable Collaborative editing and management, you can select Space members or Designated person to grant permissions to edit the form.
    • Space members: All the developers in the space can edit the form.
    • Designated person: Only the specified developers in the workspace can perform collaborative editing.
    Note This parameter is required only if you select Collaborative editing and management for security strategy.
  3. Click Save.

Make a form publicly available

Users who have obtained the public URL of a form can only add data to the form during the validity period. They cannot update the form.
  1. On the Forms page, find the form that you want to manage and click the Icon icon in the Actions column. Then, click Make Public.

    You can also right-click the row where the form is located and select Make Public.

  2. In the Make Public panel, configure Expiration Date, select Generate URL, and then click Make Public. 1

Create a dataset

  1. On the Forms page, find the form that you want to manage and click the More icon in the Actions column. Then, click Create Dataset.

    You can also right-click the row where the form is located and select Create Dataset.

  2. In the Create Dataset dialog box, enter a dataset name, specify the location to save the dataset, and then click OK. 1
    You can view the created dataset on the Datasets page. 1

Move a form

  1. On the Forms page, find the form that you want to manage and click the Icon icon in the Actions column. Then, click Move To.

    You can also right-click the row where the form is located and select Move To.

  2. In the Move To dialog box, select the location to which you want to move the form and click Save.

Delete a form

  1. On the Forms page, find the form that you want to manage and click the Icon icon in the Actions column. Then, click Delete.

    You can also right-click the row where the form is located and select Delete.

  2. In the message that appears, click OK.