With just a glance, you can view details, manage access, toggle visibility, or jump straight into editing. This guide will walk you through the layout and functionality of both Folder and Form Information Bars.
Overview
The Information Bar sits horizontally across each folder or form in your dashboard. It gives you quick access to:
Who has access
Number of submissions or forms
Public or team sharing options
Folder or form status (on/off)
Direct links to edit or manage content
Touchscreen-friendly and intuitive, the Information Bar allows you to interact with folders and forms by simply clicking anywhere along the bar.
Folder Information Bar
Each folder in your dashboard has its own Information Bar. Here's what each element does:
Folder Info Bar Elements:
Folder Icon - Hover to select one or more folders for bulk actions (delete, move, etc.).
Folder Name - Displays the name of the folder. To rename, click the three-dot menu (item #6) and choose Rename.
Folder Contents - Shows how many forms are inside the folder and how many users have access.
On/Off Switch - Instantly enable or disable the entire folder, including all forms within it.
Share Button - Hovering over the Information Bar reveals this option. Use it to share the folder with other users or teams.
Menu (⋮)
Click to access options like:
Rename Folder
Move to Trash
Change Folder Style
Information Bar (Clickable Area) - Clicking anywhere on the bar (around this item) will open the folder to display its forms.
Shared With - Displays user/team icons showing who has access. Hover to view permissions or click to remove.
Quick Share - Another convenient way to add users or teams without opening the full share window.
Form Information Bar
Each form is displayed in a similar bar layout, with specific options related to individual form management.
Form Info Bar Elements:
Form Preview Selector - Hover to select one or multiple forms for bulk actions (copy, move, delete).
Form Name - Displays the name you’ve given the form. Rename it through the three-dot menu (item #7).
Form Details - Shows the parent folder name and the number of submissions this form has received.
On/Off Switch - Quickly toggle the form’s availability.
Share Options - Appears on hover. Allows you to:
Share with a team or user
Share publicly via a URL
Edit Icon (Pencil) - Click to open the form in the builder for editing.
Menu (⋮)
Use to:
Rename form
Move to Trash
Shared With - Icons indicate who has access to the form. Hover for permission details, or manage access directly.
Information Bar (Clickable Area) - Click anywhere in this area to open the form in the builder for editing.
Quick Tips
Use the On/Off switch to temporarily disable access without deleting a form or folder.
Use the hover-to-share feature for fast team/user assignments.
The three-dot menu is your go-to for renaming or removing content.
The Information Bar is fully touch-compatible for tablets and touchscreen desktops.