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 submissions, 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 the following:
How to Access Form Submissions
Simply 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).
How to Edit Form Submissions
To edit one of the fields in the form submissions, simply scroll to the right and customize the relevant field by clicking on it.
When you edit 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 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 Submissions
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 the relevant entry. To delete a submission, click on the three dots next to the relevant submission and select delete.
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Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.