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Using Forms for Daily Operations
Working with Form Entries: Access, Edit & Delete
Working with Form Entries: Access, Edit & Delete

Manage your employees Form entries

Adva Deuitch avatar
Written by Adva Deuitch
Updated over a week ago

We've all been there-employees turning in mountains of paperwork, forms getting lost and a huge headache figuring out who turned what in. With the Forms feature, those days are over! Forms are a great way to stay organized and in control of user submissions. You can get your user's submissions on the go, have the power to track form entries, add notes and statuses to each submission, and did I mention there's no paper involved AND everything is kept in one place?

Now, this all sounds great, but you might be wondering what happens if a user submits a form with a mistake. With the easy solution of editing or deleting submitted forms, we've got you covered.

In this article we will go over:

How to Access Form Entries

Simply access your Form feature from the sidebar and follow these steps:

  1. Click the desired Form

  2. Filter dates (if you want to see entries from a certain date range)

  3. Click show entries

How to Edit Form Entries

The moment we've all been waiting for! Here's how you get it done:

  1. Once inside the form entries, you can see all your user's answers by scrolling to the right

  2. To edit an answer, simply hover your mouse over the answer and start writing. That's it!

When you edit a form entry, you'll see either a blue dot or orange dot appear next to the entry edit. This is how you can track any changes of who edited or added responses.

A blue dot next to a response means that this field was originally left blank by the employee and the field was filled out by an admin at a later date. When hovering over the blue dot you will be able to see exactly which admin added the response and when.

An orange dot means that the employees original response was modified by one of the admins and by hovering over the dot you can see by who and the exact date and hour that it occurred.

How to Delete Form Entries

If you no longer need the form entries and want to get rid of the clutter, simply delete the entries you don't need anymore, this action can not be undone so make sure to delete only the relevant entry.

  1. Access the form entries

  2. Click on the relevant entry you wish to delete

  3. Once done, the "Action" button will pop up, and select "delete"

  4. confirm your choice and you are good to go!

Interested in learning more about this amazing feature? Check out these articles:

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