Forms – ReferenceForms Manager

Forms Manager

Columns, buttons, row menu and status values for the Forms Manager tab, which shows forms your account owns.

Table columns

ColumnDescription
NameThe form name.
StatusDraft or Published. An information icon beside Published shows "There is a newer edit version that has not been published yet." when later edits are unpublished.
SharingDon't Share, All Network Partners or Specific Network Partners.
Last UpdatedWhen the form was last changed.

Search and buttons

ItemBehavior
Search formsFilters the table by form name.
Create FormOpens the Create Form drawer.
Row clickOpens the form's configuration.

Row menu

ActionWhen shownBehavior
PublishOnly when edits exist that are not yet published.Publishes the latest configuration.
Edit FormAlwaysOpens a drawer to rename the form (Form Name, Save Changes).
Manage SharingAlwaysOpens the sharing drawer.
Copy URLAlwaysCopies a link to the form.
Delete FormAlwaysOpens the Delete Form? confirmation.

Status values

StatusMeaning
DraftThe form has never been published.
PublishedA version is available to recipients. Later edits stay unpublished until you publish again.