Working with Form Submissions: Access, Edit & Delete

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

Now, this all sounds great, but 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 the following:

Access the Forms feature from the sidebar and enter the relevant Form. Next, filter by the relevant dates (if you want to see entries from a certain date range).

To edit one of the fields in the form submissions, scroll to the right and customize the relevant field by clicking on it.

To enable users to edit their form submissions, ensure that you have enabled this feature in Settings > General > Allow users to edit their submissions.

To edit one of the fields in the form submissions, users can click the relevant form, then, on the form submission screen, Edit submission.

Make the relevant changes, then click Save changes.

Users will also see the option Edit Submission under My Submissions. If changes aren’t saved, they’ll receive a reminder. Admins will be notified and see the updated entry. If editing is not allowed, users will still see a notice indicating the form is locked for editing.

When either an admin or a user (if enabled) edits a form submission, you'll see either a blue dot or an orange dot appear next to the entry edit. This is how you can track any changes made by the person who edited or added responses.

A blue dot next to a response indicates that this field was originally left blank by the employee and subsequently filled out by an administrator 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 indicates that the employees' original response was modified by an admin or the user (if enabled). By hovering over the dot, you can view the name of the person who made the modification, as well as the exact date and time it occurred.

If you no longer need the form entries and want to get rid of the clutter, delete the entries you no longer need. This action can't be done, so please make sure to delete only the relevant entry. To delete a submission, click on the three dots next to the relevant submission and select delete.

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