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website.help.helpCenter/Forms/Dynamic Forms Management

Dynamic Forms Management

The central dashboard for managing all data collection forms across your organization. View, search, filter, and monitor form performance with submission counts, status tracking, and quick access to the form builder, analytics, and submission data.

Last updated: 04/14/2026, 10:12 AM
<div class="features-wrapper"> <h2>Your Organization's Data Collection Hub</h2> <p>In any robust application, there is a constant need to collect structured information from customers and team members — going far beyond standard profile data. The <strong>Forms</strong> dashboard is the administrative panel where you manage the lifecycle of every data collection form: registration forms, surveys, contact forms, job applications, event RSVPs, feedback questionnaires, and more. All without writing a single line of code.</p> <div class="feature-grid"> <div class="feature-card"> <h3>📋 Forms Data Grid</h3> <p>All forms are displayed in a responsive data table with sortable columns. Each row shows the form's title, slug, creation date, status (active/draft/closed), total submission count, and action buttons. The grid supports search by form name and pagination for large form libraries. Click any row to navigate to that form's management area.</p> </div>
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  <h3>🔍 Search &amp; Filtering</h3>
  <p>Use the global search bar to quickly locate specific forms by title — essential when managing dozens of forms across departments. Filter by status to focus on active forms, find archived drafts, or identify expired campaign forms that should be deactivated.</p>
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  <h3>⚡ Quick Actions</h3>
  <p>Each form row provides quick-access action buttons through a dropdown menu: <strong>Edit</strong> (open the form builder), <strong>View Submissions</strong> (see all collected responses), <strong>View Analytics</strong> (performance metrics and charts), <strong>Preview</strong> (see the form as end-users would), <strong>Embed Code</strong> (generate embed/share codes), <strong>Duplicate</strong> (clone a form as a template), and <strong>Delete</strong> (with confirmation).</p>
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  <h3>📊 At-a-Glance Performance</h3>
  <p>The submission count column gives immediate insight into each form's engagement level. A form with 500 submissions versus one with 2 submissions instantly tells you which data collection efforts are successful and which may need promotion or redesign.</p>
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  <h3>🔄 Status Management</h3>
  <p>Forms support three lifecycle states: <strong>Active</strong> (accepting submissions), <strong>Draft</strong> (work-in-progress, not publicly accessible), and <strong>Closed</strong> (no longer accepting submissions but data is preserved). Toggle a form's status directly from the list to instantly open or close data collection without deleting the form.</p>
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  <h3>📱 Embed &amp; Share</h3>
  <p>The <strong>Embed Dialog</strong> generates ready-to-use code snippets for embedding forms on external websites, sharing via direct links, or integrating into existing web applications. Multiple embed formats are supported including iframe, JavaScript widget, and direct URL.</p>
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</div> <h2>Form Row Actions Reference</h2> <table> <thead> <tr><th>Action</th><th>Description</th><th>Location</th></tr> </thead> <tbody> <tr><td><strong>Edit / Builder</strong></td><td>Open the drag-and-drop form builder for this form</td><td>Row action menu</td></tr> <tr><td><strong>Submissions</strong></td><td>View all collected responses in a data table</td><td>Row action menu</td></tr> <tr><td><strong>Analytics</strong></td><td>View performance charts and submission trends</td><td>Row action menu</td></tr> <tr><td><strong>Preview</strong></td><td>Open a full preview dialog showing the form as users see it</td><td>Row action menu</td></tr> <tr><td><strong>Embed Code</strong></td><td>Generate iframe/widget/URL codes for external embedding</td><td>Row action menu</td></tr> <tr><td><strong>Duplicate</strong></td><td>Create a copy of this form as a starting template</td><td>Row action menu</td></tr> <tr><td><strong>Delete</strong></td><td>Permanently delete the form and all its submissions</td><td>Row action menu</td></tr> </tbody> </table> <h2>Step-by-Step: Managing Your Form Library</h2> <ol> <li><strong>Navigate</strong> to <code>/admin/forms</code> to see all forms.</li> <li><strong>Search</strong> for a specific form by typing its name in the search bar.</li> <li><strong>Check Performance</strong>: Look at submission counts to identify underperforming forms.</li> <li><strong>Edit</strong>: Click a form's action menu → "Edit" to open the visual builder and modify fields.</li> <li><strong>Preview</strong>: After editing, use "Preview" to see the form from the user's perspective.</li> <li><strong>Share</strong>: Generate an embed code or direct link to distribute the form.</li> <li><strong>Deactivate</strong>: When a campaign ends, toggle the form status to "Closed" to stop accepting submissions while preserving all collected data.</li> </ol> <div class="usecase-example"> <h3>Enterprise Use Case: Multi-Department Form Operations</h3> <p>A large organization runs 45 active forms across 6 departments: HR has "Job Application" and "Employee Satisfaction Survey"; Marketing has "Newsletter Signup", "Event Registration", and "Product Feedback"; Sales has "Lead Capture" and "Demo Request"; Support has "Contact Us" and "Bug Report"; Operations has "Vendor Application"; and Legal has "Compliance Checklist". The Operations Director opens the Forms dashboard every Monday morning, sorts by submission count, and immediately identifies that the "Product Feedback" form received 230 new submissions last week — far more than usual. She clicks "Analytics" to drill down and discovers a spike correlated with the latest product release. She duplicates the form as "Post-Release Feedback v2" with additional questions about the new features, and shares the embed code with the marketing team for the next newsletter blast.</p> </div> </div>

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