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  • What are Forms and form filtering?

What are Forms and form filtering?

1 min read

Overview #

The Form Management page provides a centralised location for school administrators and members of staff to create, manage, and organise various forms required for school processes.

Actions Menu #

To the right of each form entry, the three horizontal dots (more options icon) open an actions menu with the following options:

  • Edit Form: To modify the form’s content, settings, or associated group.
  • Make Form Live: Activates the form, making it available for submission.
  • View Responses: Enables viewing the responses collected from the form submissions. (Note: This option may be disabled if the form is inactive or not yet live.)
  • Archive Form: Moves the form to an archived state, making it inactive but preserving the data for future reference.
  • Delete Form: Permanently remove the form and its associated data from the system.
  • Clone Form: Creates a duplicate of the form, allowing it to be easily re-used, with modifications if needed.
  • Copy URL: For publicly accessabile forms with either form types: Shareable, Application.

Filtration #

Forms can be filtered by various columns and can be done by clicking on the filtration icon that looks like a three bar horizontal funnel. This activates the filtration menu where the user can specify needed filters such as Expired Status, and click “Apply filter“ to get the desired filtered forms.

Updated on September 24, 2025

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Table of Contents
  • Overview
  • Actions Menu
  • Filtration
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