Managing Forms

Managing Forms

Learn how to edit, organize, and maintain your forms.

Understanding the Forms List

The forms table displays all your forms with the following information:

• Form: Name and description of your form
• Status: Enabled (green badge) or Disabled (gray badge)
• Fields: Number of fields in the form
• Recipient: Email address or mapped field for integration types
• Actions: Quick action buttons for each form

Editing Forms

• Click the edit icon (pencil) on any form row to open the form builder
• Use the form builder to modify form settings, fields, and integration configurations
• Click Save to persist your changes
• Forms can be duplicated using the duplicate button in the actions menu

Changing Form Status

Forms can be toggled between Enabled and Disabled status:

• Enabled: The form is publicly accessible at its unique URL and can receive submissions
• Disabled: The form is hidden from the public but can still be previewed and edited
• Toggle status by clicking the status badge in the forms table or in the form builder
• Disabled forms will not count toward your submission statistics

Deleting Forms

Warning: Deleting a form cannot be undone and permanently removes all submissions associated with it.

• Click the delete (trash) button in the actions menu for the form you want to delete
• Confirm the deletion when prompted
• Consider exporting submission data before deletion if you need to preserve it

Duplicating Forms

Create copies of existing forms for reuse:

• Click the duplicate button in the actions menu
• The duplicated form will have "(Copy)" appended to the name
• All form fields and settings are copied to the new form
• Submissions are not copied - each form maintains its own submission history

Copying Form IDs

Each form has a unique ID that can be copied to your clipboard:

• Click the copy button (file icon) in the actions menu
• The form ID is copied to your clipboard
• Use form IDs for API integrations or referencing specific forms

Bulk Actions

Perform actions on multiple forms at once:

• Select multiple forms using the checkboxes in the first column
• Use the "Change status" dropdown to set multiple forms to Enabled or Disabled
• Use the "Delete" button to remove all selected forms
• Use "Clear" to deselect all forms

Best Practices

• Keep forms in Disabled status while building and testing
• Only set to Enabled when ready to receive submissions
• Use descriptive names to easily identify forms
• Regularly review and clean up old forms to keep your list organized
• Test forms thoroughly before making them public
• Use field mappings for Feature Request and Support Ticket integrations to automate data entry
• Set appropriate rate limits to prevent spam while allowing legitimate submissions