Getting to know your Form Submission Tab
Once logged in to ClearForms, navigate to the Form Submissions tab.
Form Submission Tab
This is where you will be able to see all of the submissions that are assigned to you and their status. We encourage you to explore and get comfortable with your form submission tab.
This page is set up to prioritize the submissions that you're responsible for taking action on. Those submissions that require your attention will be at the top of the list, with a white background.
If a submission is overdue (it's been on the current step longer than that step is supposed to take) it will also show up with Overdue in red.
Filter and Sort
The Form Submission Tab shows Active (currently in submission) requests by default and puts those that Need attention at the top, but you can also search for completed submissions, or search and sort to find a specific request if you need to with the search tools on the top.
View all Submissions
To see all submissions, change the Completion Status from Active to All.
You can narrow down what shows up on your dashboard by changing All Forms to a specific form and selecting a specific Team only to see forms from that Team. If you select one specific form you'll see lots more search options load automatically on the top of the page, and you can search data in specific fields.
Creating a Custom Filter
Saving a custom filter is a great way to customize your Form Submission Tab.
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Set the filters
- Select the checkboxes and drop-downs to choose your filter settings.
- Save the filter
- Name the filter for future use
- Set the filter as your default view.
Note: Use the Quick Search box at the top of your page to find a specific submission.
Empty Form Submission Tab?
If your Form Submission Tab is blank, that means there are no active submissions for any of your Forms. If you are just starting to use ClearForms, you can set up a Form and then start some submissions, and then they'll populate.
Identifier Field
In order to include an identifier field, there will need to be a collect/record information step.
We've created the Identifier Field feature to help you customize your dashboard so you can find what you're looking for with a quick glance. It's the second column from the left on your form submission tab, and it will appear blank unless an Identifier Field has been selected for the Form related to that application.
Here's how to set it:
- Create a collect/record information step
- Include an option to record the entity
- Navigate to the Forms tab and Settings tab for a particular form.
- Scroll down to see the Identifier Field section and toggle on Public Identifier. Then select the field you would like to use from the dropdown list.
Note: Public Identifier permits your applicants' dashboards to include this information, which will make it easier for them to navigate between multiple submissions.
For additional information about Identifier Fields or these Form Settings see our training and support article: All About Form Settings
Have more questions or need assistance?
Submit a Request