Form Responses

How to view and manage form responses

2 min read

Overview

Whenever a user fills out a custom form, a form response is created which stores their answers as well as some information about who and when the form was submitted.


Viewing Form Responses

  1. Click on Forms -> Responses
  1. Search for responses by the responder's name or filter by the form
  1. Click on a response to view details

At the top of the details page you will see information about who is associated with the form response, which form was filled out, and when the form was submitted. All the response entries will be listed below.

A form response is automatically associated with the contact that fills out the form, or with a student if the form responses belongs to a student application. Admins can associated multiple contacts to a single form response.

You can also view all the form responses a contact has submitted under their profile.

  1. Navigate to Contacts
  1. Click on a contact
  1. Below the number of Forms submitted, click View
  1. This will display all form responses associated with that contact
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Only forms associated with a contact will appear on the contact's profile page.

How to Request or Add Responses

  1. Click on Forms -> Responses
  1. Click Add response
  1. Select a form to fill out
  1. Choose a contact the form response should be associated with (you can associated more contacts later)
  1. Click Create
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You can notify the contact about the form response by checking the box Notify the contact about this form request.

This is how you would go about "requesting" information from contacts by asking them to fill out a form.

When a form response is added, its status is incomplete or requested if you checked the box to notify the contact.

Once the form response is filled out and submitted, the status will change to completed. This makes it easy to track if contacts have completed the requested forms.

Changing a Response's Status

You can change a form response's status any time by clicking Edit response and changing the status.

Filling out a Response

Admins can fill out form responses directly inside the admin dashboard.

  1. View the form response
  1. Click Fill form
  1. Fill out all required form fields
  1. Click the Save Changes button
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