My Forms

The My Forms tab contains a list of all forms available to your organisation. From here you can search for specific forms, filter by form type or state, view information around your forms and view/edit form content.

Actions

  1. 1

    Star icon

    Use this to add/remove forms from your favourites list.

  2. 2

    Lock icon

    When a user begins editing a form, they are granted an exclusive ‘lock’ of the form, meaning only they can make changes to the form. Hover over the lock icon to view which user is currently working on the form. Click this icon to lock or unlock as necessary. A permission in the user’s role is required to unlock a form locked by another user.

  3. 3

    Form name

    Click the form name to view its contents. Use the middle mouse button to open the form in a new tab.

  4. 4

    Draft icon

    Displays against forms with unpublished changes.

  5. 5

    Version

    Current version of the form.

  6. 6

    Static ID

    Unique ID for each form. This is referenced within your Imosphere data entry solution and can be used when searching for a form.

  7. 7

    Form type

    The type of form (assessment, activity record, contact record, etc.)

  8. 8

    Organizations

    View any other organizations that are using the form.

  9. 9

    Edit

    For unlocked forms, click here to open the form in edit mode.

  10. 10

    Archive

    For unlocked forms, archive the form (user permission required).

  11. 11

    Delete

    Delete the form. This is only available for forms that have never been published. A user permission is required to delete forms created by another user.