This includes editing, tracking submissions, and deleting outdated forms and submissions to keep your workspace organized.
Editing a Form
Select Forms from the main navigation within a project.
Click on the form you want to update.
Modify fields, structure, or sharing settings. Changes are automatically saved—your updates will apply immediately.
📌 Note: If the form is live, changes will affect all future submissions.
Changing Sharing Settings
To adjust who can access the form, the form builder and who can respond to the form, open the form and select Share in the upper right.
Access to the Form and the Form Builder
Select users or teams who should have access to the form. They’ll be able to view responses and edit the selected form.
Who can adjust sharing settings?
Only users with permission to manage forms can adjust sharing settings. This typically includes:
The form creator
The Project Manager
Other users with custom permissions that include “Manage Forms”
📌 Note: The Project Manager cannot be removed from the form sharing options.
Permissions Required
Even if a form is shared with a user, they need the “Manage Forms” permission to:
Access the form builder
See the Forms tab in a project
By default:
Users with Staff and Coordinator permission sets do not have this permission.
They can still respond to forms, as long as they are added to the project.
To give additional users access to the form builder:
Create a new permission set using the Permission Builder
Enable the “Manage Forms” permission
Assign this permission set to the relevant users
Access to the Responder Link
Currently, only project members can submit responses via the responder link. No special permissions are needed—they just need to be added to the project.
🚀 Stay tuned for updates on public sharing options!
Fields and Filters
Use Fields and Filters in the upper-left corner of the Forms view to manage and organize your list of forms.
Adjust which fields are shown
Apply filters to narrow down the list
Click Save View to reuse the setup later
Deleting a Form
If a form is no longer needed, you can delete it by selecting the bin icon in the form view. The deleted form will be sent to the Recycle Bin.
Tracking Form Submissions
Open the Forms section.
Click on a form to view submissions.
Navigate to the Responses tab to see submission details and timestamps.
Deleting a Submission
Scroll horizontally to the right along the form response you wish to remove. Select the bin icon to delete the response.
📌 Note: Deleting a submission is permanent and cannot be undone. Unlike forms, responses are not sent to the Recycle Bin.
Checking Automation Status
Open the form and go to the Automations tab. If automation rules are linked to this form, you’ll see them listed with their status (Active/Inactive).
Click the three-dot menu next to an automation title to:
Edit the rule
Rename it
Duplicate it (to modify without starting from scratch)
Select Show Runs to see all automation runs
Show Runs provides details on:
When the automation ran
Who triggered it
Whether all conditions were met
If the automation completed successfully
Next Steps
Now that you know how to manage forms, check out How to Use Automations and Forms? to learn how to take your workflows even further.