Forms List

Forms are public pages people fill in: order forms that sell, contact forms that bring in leads, and intake and onboarding forms that collect project details.

Overview

This guide explains the Forms page, the table and the menu on each form.

Who Can Access

Team members need View Forms.

Step-by-Step Guide

1. Open Forms

   Click Forms in the sidebar. The cards show your Total forms, how many are Active and Draft / private, and the Submissions (30d) from order forms. The tabs filter by type, and Entries shows what people sent.

   

2. Read the table

   Each row shows the form’s name, its type, how many fields it has and whether it is Active or Private. Search by name above the table.

   

3. Use the form menu

   Click ⋮ for View, Share (copies the link), Edit, Rules, Duplicate, Make Private or Make Public, and Delete.

   

Good to Know

• A private form shows a 404 to everyone except you and your team, so you can test it.
• A red Can’t take orders badge means an order form is missing something it needs to sell. Edit the form to fix it.
• Duplicate makes a copy named “(copy)” with a new link. Rules aren’t copied.
• Deleting a form can’t be undone. Its entries stay, marked Deleted form.

Frequently Asked Questions