Form Template Actions

Each form template in the Manage Forms > Templates section includes a set of actions accessible through the burger menu (☰). These actions allow administrators to preview, manage notifications, review results, duplicate, or deactivate the template.

When a template is in an Active state, the following actions are available:

1.1 Preview

• Opens a read only preview of the form template.

• Allows admins to verify form questions, and elements exactly as end users will see it.

1.2 Subscribe/Unsubscribe

• Enables notifications for a template.

• Subscribed admins receive:

  • Email alerts when a form is submitted

• Submission workflow notifications continue to follow standard rules:

  • Submitter receives rejection notices.

  • Subject receives approval notices.

Admins can unsubscribe at any time using the same menu if they no longer wish to receive emails.

1.3 Results

• Displays all submitted forms associated with the selected template.

• Includes:

  • Date/Time

  • Employee

  • Submitted By

  • Questions

  • Scores (if the template is a scored form)

  • Acknowledged

• Provides visibility into how the form is being used across the organization

• Admins can also export CSV report for a specific template by hitting Export CSV

1.4 Copy

• Creates a duplicate of the template.

• Useful for Similar form versions or Updates without modifying the original

The duplicated template is saved as a new draft.

1.5 Inactive

• Marks the template as Inactive.

• Inactive templates:

  • Are no longer available for selection when submitting new forms.

  • Cannot be assigned to users.

  • Remain in the system for historical reference or reactivation if needed.

  • Delete is available on Inactive templates