DocumentationStudioThe Smartforms list

The Smartforms list

SmartForms in the left menu opens All Smartforms, the list of your Smartforms. It is where you open, organise and import them.

The All Smartforms page with five markers: 1 the folder list, 2 the search box, 3 the Import button, 4 the Create form button and 5 the row menu.

  1. Folders. Private holds Home, your own folder, and your private folders. Shared holds the folders of the company. Imports holds Imports / Pending review when batch import is turned on for your environment. Trash holds deleted Smartforms. Click New to make a folder.
  2. Search finds Smartforms by name or category.
  3. Import creates Smartforms from PDF and JSON files. See Import Smartforms.
  4. Create form starts a new Smartform. See Getting Started.
  5. The row menu has the actions for one Smartform.

Tick Show only Smartforms created by me to see only the Smartforms that you created or last changed. The columns are Name, Status, Publish State, Created, Updated and Category. Click a column heading to sort.

The row menu

ActionWhat it does
DuplicateMakes a copy of the Smartform.
Deactivate or ActivateTurns the Smartform off or on. An inactive Smartform can’t be published to another environment.
ExportSaves the Smartform as a JSON file. See Import a JSON Smartform.
RenameChanges the name.
EditOpens the Smartform in the designer.
Move to FolderFiles the Smartform in another folder.
DeleteMoves the Smartform to Trash.

The row menu of an inactive Smartform with the actions Duplicate, Activate, Export, Rename, Edit, Move to Folder and Delete.

In Imports / Pending review the row menu has only Open, Move to Folder and Delete. See Review and approve drafts.