About the Form List Page

You can also change the order of the form display as follows:

・Alphabetical order
・Order of form acceptance 

Filter Function

This filter function is used when searching for a specific form from many forms.

In the filter function, you can narrow down on the form list page by the following fields:

• Target Form
  • All forms
  • Favorites
  • Not specified
  • Contact us
  • Sales/Client management
  • Document request & download
  • Customer support
  • Event & Seminar registration
  • Campaign application
  • Survey & Questionnaire
  • Membership registration & deletion
  • Recruitment management (ATS)
  • Order management
  • Implementation, activity & emergency report
  • Other form categories
• Integration Status
  • Not specified
  • Integrated with Salesforce
  • Account Engagement (Formerly Pardot) integration

 

Form Owner

You can narrow down from many forms by specifying the form owner. 

Favorite Form Registration

On the form list page as well as the board & list page, you can register a form as a "favorite".
There is a star symbol next to the form name, indicating that you can add it to your favorites.

You can display by filtering either "All" or "Favorites", and there is also a feature that allows sorting of form creation date in "Ascending" and "Descending" order. Please make use of this for form management.

Note that the favorite settings are saved per logged-in user, so register frequently used forms as favorites and save the hassle of searching for them.

Form Copy

On the form list page, you can copy a form you've created.

However, you cannot copy a form across teams (for example, copying a form created in Team A to Team B).

Copied forms are automatically set to private.

Functions retained when copying the form are as follows:

Business Hours Settings

External Integration Settings

Form Deletion

There are two methods to delete a form:

Please note that only form owners and team owners can delete forms.

1. If you are on the form list page, click the delete icon next to the respective form.
   
2. Navigate to the Settings page, "Forms > Form Settings," and click the "Delete Form" button at the bottom.

Card Count

In the form list page, you can check the following card counts for each form:

・ Pending Submissions

・ Total Submissions

・ Archived

※ Archived cards are excluded from "Pending Submissions" and counted in the "Archived Count."