Manage Form Folder & Submission

  • Managing Folders
    • **Access Folder Options–**Click the More icon button:
      • In the folder row of the table.
      • In the folder header.

    • Options in Dropdown:
      1. Rename:
        1. Opens the [Rename Folder] dialog with an input field and save button.
        2. Enter a new name and click Save to update the folder name.

      1. Move:
        1. Opens the [Move] dialog with a description, search bar, and folder list.
        2. Select a folder. The Move button becomes enabled.
        3. Click Move to relocate the folder to the selected location.

      1. Duplicate to…:
        1. Opens the [Duplicate to Project] dialog with a project picker and folder picker.
        2. The folder picker is disabled until a project is selected.
        3. Select a project, then choose a folder, and click Duplicate to Project.
        4. Snackbar: [Duplicated to {projectName}] displays.

      1. Move to Trash:
        1. Opens a confirmation dialog with the correct folder name in the description.
        2. Click Move to Trash to delete the folder.
        3. Snackbar: [Folder moved to trash] displays.

  • Managing Templates

**Access Template Options–**Click the More icon button:

      • In the template row of the table.
      • In the template header.

  • Options in Dropdown:
      1. View Form:
        1. Opens the template for viewing.
        2. The header contains Edit Template and Create Submission buttons.

      1. Create Submission:
        1. Opens the [New Submission] dialog.

      1. Edit:
        1. Opens the Form Builder with a banner at the top (only for users with editing permissions).

      1. Move:
        1. Opens the [Move] dialog with a description, search bar, and folder list.
        2. Select a folder. The Move button becomes enabled.
        3. Click Move to relocate the template to the selected location.

      1. Duplicate to…:
        1. Opens the [Duplicate to Project] dialog with a project picker and folder picker.
        2. The folder picker is disabled until a project is selected.
        3. Select a project, then choose a folder, and click Duplicate to Project.
        4. Snackbar: [Duplicated to {projectName}] displays.

      1. Move to Trash:
        1. Opens a confirmation dialog with the correct template name in the description.
        2. Click Move to Trash to delete the template.
        3. Snackbar: [Template moved to trash] displays.

Bulk Actions for Folders & Templates

    • Select Multiple Items:
      1. Use the checkboxes to select multiple folders or templates.
      2. A header appears at the top showing {amount} selected with options to:
        1. Clear Selection: Click the clear icon button to unselect items.
        2. Move to Trash: Opens a [Move to Trash] dialog showing the total number of selected items.
        3. Click Move to Trash:
          • Items are deleted, and a snackbar displays: [{amount} items moved to trash].
    • Favorites Management

      1. Add to Favorites:
        1. Hover over the Star icon in the folder or template row.
        2. Tooltip: [Add to favorite] appears.
        3. Click the star. It becomes filled, and the item is added to the favorites section.
      2. Remove from Favorites:
        1. Hover over the filled Star icon.
        2. Tooltip: [Remove from favorite] appears.

        3. Click the star. It becomes outlined, and the item is removed from the favorites section.

          Manage Trashed Items

    1. Access Trash
      1. In the left panel, click “Trash” to open the Trash space.
      2. A banner appears at the top with the trash management rules and an “Empty Trash” button.

    1. Empty Trash
      1. Click the “Empty Trash” button.
      2. A dialog appears: “All items will be deleted and won’t be able to restore.”
      3. Click Delete Forever to permanently delete all trashed items.
      4. Snackbar displays: [All items deleted forever.]
    2. Select and Manage Trashed Items
      • Select Items:
        • Use checkboxes to select one or multiple trashed items.
        • A header appears at the top showing {amount} selected with three options:
      • Clear Selection: Click the clear icon button to unselect all items.
      • Delete Forever:
        • Opens a dialog confirming deletion of the selected items.
        • Click Delete Forever. Items are permanently deleted.
        • Snackbar displays: [{amount} items deleted forever.]

      • Restore:
        • Click to restore selected items to their original location.
        • Snackbar displays: [Name or {amount} items restored!]

    1. Double-Click to Restore
      1. Double-click on a specific trashed item.
      2. The [Item is in trash] dialog opens with options:
        • Click Restore to recover the item. Snackbar displays: [Item restored.]
        • Click Cancel to exit the dialog.
    2. Permissions and Platform Availability
      1. Manager Role Only: By default, only users with the Manager role can access the Trash feature.
      2. Web App Exclusive: This feature is only available in the web application.