View Form Details designstudio pro icon

On some forms you can edit basic information, such as the form name and description by clicking the pencil icon located next to the field. Likewise, you may be able to copy, delete, export, view the status, and share the form, as well as specify if the form can be used when there is no connection to the internet.

To view form details

Do either of the following actions.

  • In the Form Gallery, locate your form, and then click the gear icon gear icon. The form details are displayed. The URL displays the URL that you can provide for the form.

  • On the Board Workspace, with the form open, click the Switch to Form Details icon Switch to Form Details icon. The form details are displayed. The URL displays the URL that you can provide for the form.

The following details are displayed.

Form details fields
Field Description Procedure

Name of the form

The name of the form.

  1. Click the pencil icon.

  2. Modify the name (Between 2 - 50 alphanumeric characters, excluding special characters).

  3. Click Save.

Form Status

The status of the form. All new forms are in Draft status by default.

  • When a form is published, we recommend that you change the status to Active, indicating that the form is in use and changes should be made with caution.

  • When the form is no longer in use, we recommend that you change the status to Inactive. The status appears on form cards and the list in the Gallery.

 

Description

A description of the form's purpose or function.

To modify the description

  1. Click the pencil icon.

  2. Modify the description (Between 2 - 500 alphanumeric characters, excluding special characters).

  3. Click Save.

Friendly Name

A short name that is used in the URL to make it more user-friendly. For example, if the URL is:

https://forms.dev.juvare.com/forms/00344ff0-4d53-403c-aa13-88c58873ca19

Adding a friendly name of Intake-Form, changes the URL to:

https://forms.dev.juvare.com/JUVARE-Intake-Form

To add a friendly name

  1. Click the pencil icon.

  2. Enter or modify the Friendly Name (Between 2 - 500 alphanumeric characters, excluding special characters).

  3. Click Save.

Offline Forms

Allows the form to be discoverable without internet connectivity.

By default all forms are available offline via URL or QR code; however, in order to allow a form to be discoverable, when offline, select the checkbox.

Select the checkbox to allow the form to be discoverable.

Modified Date

The date when the most recent modification was made.

For display only.

Last Modified By

The name of the person who made the last modification to the form.

For display only.

Created Date

The date when the form was created.

For display only.

Owner

The name of the person who created the form.

For display only.

Export

Exports the form to .json format.

 

Copy

Creates a new form by copying the details and design of the current form.

 

Delete

Discards the form and all associated data.

 

Form Sharing

Sets the permissions for who can view the form in the Gallery and modify its details.

 

You can either:

  • Use the Quick Response code for the URL that can be read by cameras on a smart phone. Save, print, or copy the URL of the QR code to share with others.

  • Copy the URL beneath the code.

See Share a Form.