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Review submissions

See what's been submitted, mark entries as reviewed and turn them into tasks.

Open a form and select the Entries tab. Each submission is listed with Entered By, Entered On and its Reviewed state.

Screenshot coming sooncustom-forms/entries

Read an entry

Select an entry to open it and see every answer.

Mark an entry as reviewed

A new entry is Not Reviewed. Once you've dealt with it, open the menu (⋮) on its row and choose Mark as Reviewed. Hover over the Reviewed badge to see who reviewed it and when.

Use the reviewed state as a simple inbox: anything Not Reviewed still needs someone's attention.

Create a task from an entry

Open the menu (⋮) on the entry's row and choose Create Task. Task Arrow:

  1. creates a task titled after the form, with the entry's answers in the description
  2. gives it your workspace's default status and priority, and assigns it to you
  3. adds a Custom Form Entry field to the task that links back to the submission
  4. marks the entry Reviewed
  5. opens the new task so you can adjust the details

Automate it

To create a task for every submission automatically, and assign it to the right person, set up a workflow for the form with the Submitted trigger and a Create Task action.

Delete an entry

Use the delete button on the entry's row, or open it and select Delete Custom Form Entry. This can't be undone.

Filter forms

Filter on the Custom Forms page lets you find forms by Title, or show only forms that use a particular custom field (Has Custom Field).