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Form Records Page

This article contains detailed information about advanced filtering options, as well as the available actions for the form records page.

Updated over a year ago

In IndyForms, we use the term "records" to refer to form responses. We chose this terminology to align with our focus on compliance. Whenever you come across the word "records," it means the responses made and sent in through the forms.


Think of this page as a comprehensive list of all the form records that have been created, attempted, and submitted.

If you're not seeing any form records, don't worry. It simply means that no form responses have been submitted yet. Head over to the Form Builder to create your form and start sharing it to collect form records (responses).

Index

  1. Status

  2. Advanced Filtering

    1. Form Select

    2. Tags

    3. Contributors

    4. Datasets

  3. Form Record Actions

1. Status

When using the Status filter, you have the option to search for "Any", "Complete", or "Incomplete" records. This feature allows you to quickly identify and filter the completed or incomplete forms based on your preference.

2. Advanced Filtering

a. Form Select

When using the Form Select filter, you can choose a specific form to view all its associated records.
Want to learn how to create a form? Check out this introductory article on Form Building.

b. Tags

Use your tags to streamline your search and search all records related to a specific tag or group of tags.
If you need to create tags, please refer to this helpful article on Creating Tags.

c. Contributors

To find out what a specific user is working on, has completed, or is currently doing, you can use the Contributors filter within your IndyForms account.

Ready to add contributors? These are users in your IndyForms account who are assigned a form to complete. Learn how to Set Up Users here.

d. Datasets

When using the dataset filter, you have the option to search for integrated datasets or manually created datasets.

Learn how to set up and use datasets in this helpful article, How to Create Datasets.

2. Form Record Actions

As an Administrator user, you have universal access to view and edit all forms on the Form Records page. This means you can view, update, or delete any records directly from this page.

Learn more about editing form records here or deletions here. IndyForms offers a failsafe for accidental deletions.

💬 Contact Support

Need more help? Our team is available 24/7 to assist. Contact our friendly customer support team via email or chat for help today.

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