PartnerAlly Docs
Forms

Viewing Forms

Navigate and find forms in your form library.

Viewing Forms

The Forms page provides access to all forms in your organization. This guide covers how to navigate, find, and manage your forms.

Accessing the Forms Page

Navigate to forms via:

  • Sidebar - Click "Forms" in the main navigation
  • Quick Access - Press G then F

Form List Layout

Table Columns

ColumnDescription
NameForm title (click to open)
StatusDraft, Published, Closed
ResponsesNumber of responses received
CreatedWhen form was created
Last ModifiedMost recent edit
CreatorWho created the form

Status Indicators

StatusBadge ColorMeaning
DraftGrayUnder development
PublishedGreenActive, accepting responses
ClosedYellowNo longer accepting
ArchivedLight grayStored for records

Filtering Forms

By Status

Filter to see specific statuses:

  • All - All forms
  • Draft - Forms being created
  • Published - Active forms
  • Closed - Completed forms
  • Archived - Historical forms

By Creator

Find forms by who made them:

  • My Forms - Forms you created
  • All - Everyone's forms
  • Specific Person - One creator's forms

By Date

Filter by timeline:

  • Created this week
  • Created this month
  • Custom date range

Use "My Forms" filter to quickly find forms you own and need to manage.

Sorting Options

Click column headers to sort:

Sort ByOptions
NameA-Z or Z-A
StatusBy status type
ResponsesMost or fewest
CreatedNewest or oldest
ModifiedRecently modified first

Searching Forms

Use the search bar to find forms by:

  • Form name
  • Description content
  • Question text
  • Creator name

Search Tips

  • Search is case-insensitive
  • Combine with filters for precision
  • Searches across form content

Form Quick Actions

From the List

Hover over a form row to see quick actions:

  • Open - View the form
  • Edit - Modify the form
  • Preview - See how it looks to respondents
  • Duplicate - Create a copy
  • Delete - Remove (if permitted)

Bulk Actions

Select multiple forms for:

  • Archive
  • Delete (drafts only)
  • Export

Opening a Form

Click any form to see:

Overview Tab

  • Form description
  • Status and settings
  • Response summary

Questions Tab

  • All questions and sections
  • Edit mode (if permitted)

Responses Tab

  • All collected responses
  • Export options

Settings Tab

  • Form configuration
  • Access permissions
  • Notifications

Form Categories

Organize forms by type:

CategoryPurpose
AssessmentsEvaluate compliance or security
QuestionnairesCollect information
ChecklistsVerify completion
SurveysGather feedback
AttestationsRecord acknowledgments

Filtering by Category

If categories are configured:

  1. Click the Category filter
  2. Select desired category
  3. See matching forms

Creating New Forms

From the Form List

Click "New Form"

Find the button in the top right.

Choose Starting Point

  • Start from scratch
  • Use a template
  • Duplicate existing form

Enter Basic Info

Name your form and add description.

Build Your Form

Add questions and configure settings.

See Form Builder for detailed instructions.

Duplicating Forms

Create a copy of an existing form:

Find the Form

Locate the form to duplicate.

Click Duplicate

From quick actions or the form's menu.

Name the Copy

Give it a unique name.

Edit as Needed

Modify for your use case.

Duplicates are created as drafts.

Archiving Forms

Move completed forms to archive:

  1. Select the form
  2. Click "Archive"
  3. Confirm archival

Archived forms:

  • No longer appear in main list
  • Still accessible via Archive filter
  • Responses are preserved
  • Cannot receive new responses

Deleting Forms

Delete forms you no longer need:

Deleted forms and their responses are permanently removed. Archive instead if you might need the data later.

What Can Be Deleted

  • Draft forms - Can be deleted
  • Published forms with responses - Archive instead
  • Archived forms - Can be deleted (with confirmation)

Form Sharing

For published forms:

  1. Open the form
  2. Click "Share"
  3. Copy the shareable link
  4. Send to respondents

Embedding Forms

If embedding is enabled:

  1. Open form settings
  2. Get embed code
  3. Add to your website/portal

Viewing as Respondent

Preview how respondents see the form:

  1. Open the form
  2. Click "Preview"
  3. See the respondent view
  4. Navigate through questions
  5. Close preview when done

Form Analytics

For published forms with responses:

MetricDescription
Response RateCompleted vs. distributed
Avg. Completion TimeHow long responses take
Completion RateStarted vs. finished
Question StatsAnswers per question

Common Questions

Why can't I see a form?

Check:

  • Your permissions
  • Form status (may be archived)
  • Filters applied
  • Creator visibility settings

How do I close a form to responses?

  1. Open the form
  2. Go to Settings
  3. Change status to "Closed"
  4. No new responses accepted

Can I reopen a closed form?

Yes:

  1. Open the closed form
  2. Go to Settings
  3. Change status to "Published"
  4. Form accepts responses again

How many forms can I create?

Typically unlimited. Check your subscription tier for any limits.

Next Steps

Forms Overview

Create and manage data collection forms for compliance assessments and questionnaires.

Form Builder

Create and edit forms using the visual form builder.

On this page

Viewing FormsAccessing the Forms PageForm List LayoutTable ColumnsStatus IndicatorsFiltering FormsBy StatusBy CreatorBy DateSorting OptionsSearching FormsSearch TipsForm Quick ActionsFrom the ListBulk ActionsOpening a FormOverview TabQuestions TabResponses TabSettings TabForm CategoriesFiltering by CategoryCreating New FormsFrom the Form ListClick "New Form"Choose Starting PointEnter Basic InfoBuild Your FormDuplicating FormsFind the FormClick DuplicateName the CopyEdit as NeededArchiving FormsDeleting FormsWhat Can Be DeletedForm SharingShare a Form LinkEmbedding FormsViewing as RespondentForm AnalyticsCommon QuestionsWhy can't I see a form?How do I close a form to responses?Can I reopen a closed form?How many forms can I create?Next Steps