Here's a comprehensive guide to the Forms Dashboard functionalities which provides centralized control over all forms.
Login to Admin Portal> Forms Module
Main Dashboard Features:
1-Form List Display Columns:
- Form Title: Name of the created form
- Sequence: Order number for form arrangement
- For Dashboard: Indicates if form appears on dashboard (Yes/No)
- Multiple Submission: Allows multiple responses (Yes/No)
- Default: Sets as default form for clients/agents
- Date Updated: Last modification date
- Actions: Access to form management options
2-Top Bar Functions:
- "+ Add New" button: Create new forms
- Search icon: Find specific forms
- Download icon: Export form data
- Print icon: Print form details
- View options: Toggle different display layouts
3-Action Menu Options (... button):
- Preview Form: View form as users will see it
- Edit: Modify form content and settings
- View Submissions: Access submitted responses
- Assign Form: Designate form to specific users/groups
- Delete: Remove form from system
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