Skip to main content

Forms List

User Documentation for the List View of Forms​

Overview​

The List View of Forms provides an interface for users to view, manage, and edit the forms they have created using the drag-and-drop form builder. This guide explains the elements of the List View and how to interact with them.

Interface Elements​

  1. Header and Description

    • Header: The header titled "Forms" indicates the section where you can manage your forms.

    The List View of Forms provides an interface for users to view, manage, and edit the forms they have created using the drag-and-drop form builder. This guide explains the elements of the List View and how to interact with them.

  2. Search Bar

    • Search: A search tool to find a form, when form list is large.

  3. Form List Table

    • Columns:
      • Name: Displays the name of each form.
      • Description: A brief description of the form, detailing its purpose or included fields.
      • keyName: Unique identifier that the React LLM is aware of
      • Modified At: The date and time when the form was last modified.
      • Status: Either Draft of Publish, when in draft the LLM is not aware of this form as a tool
      • Action: Options to view, edit, or delete the form.

  4. Add Form: Options -Create Form Create a new form -Import Form Import a JSON file of an existing form

    • Form Actions: For each form listed, the "Action" column includes a button with three vertical dots (ellips is that, when clicked, reveals the following options:

    Form Action buttons

    • View: Opens the form in a view-only mode.
    • View Submissions: Submissions of the form
    • Export: Export the form to a JSON file
    • Edit Form: Opens the form in edit mode, allowing changes to be made.
    • Edit Properties: Edit properties that the LLM uses to find the form
    • Delete: Deletes the form after confirmation.