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  • ID: unique ID of the form. Users can search for forms using the ID.

  • Form: name of the form. Users can search for forms using the name.

  • Type: identifies if the form is a ‘Master’ form or ‘Translated’ form

  • Associated campaigns: provides a link to all campaigns using the form. Any changes made in a form will be reflected on all associated campaigns.

  • Actions column provides options for ‘Edit’, ‘Preview’ and ‘Save as New’. These are detailed in the 'Add and Edit Form‘ topic available in 'Related Content’ section.

  • Checkbox: A checkbox column is provided for selecting the forms that need to be archived. The ‘Archive’ button will be enabled only when at least 1 form is selected. Archived forms move to the ‘Archived Forms’ tab.

Associated Campaigns

  • Clicking on the hyperlink opens the below modal showing all associated campaigns and option to associate new campaigns with the form.

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Once the changes to form associations are made in the modal, the changes can be persisted by clicking on the Save button.

Archiving Forms

Forms can be archived by selecting the associated checkbox(es) and clicking on the ‘Archive’ button on the form Active Forms listing page. The ‘Archive’ button will be enabled only when at least 1 form is selected.

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By clicking on ‘Yes’ in the ‘Archive Forms’ modal, the form will be archived and will move to the ‘Archived Forms’ tab.

Active Forms cannot be deleted, only archived forms can be deleted.

The forms listing page provides pagination option so users can select how many forms they want to view on a page.

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