Use the Forms page

Find, filter, and manage the forms in your organization from a single page.

Overview

The Forms page is your central hub for every form in your organization. From here you can start submissions, share form links, manage tags, enable or disable forms, archive unused ones, and open the Form Builder.

Find and filter forms

Use the search bar at the top of the Forms page to find forms by title. For more targeted results, click Filters to narrow by tag or form status.

Form menu options

Each form card shows key details about the form. Click the ⋯ menu on any form card to access the following options.

The form card menu with available actions.

Edit Form Details

Open a window to change the form's title, description, and sign-in requirements.

Disable / Enable

Temporarily turn off submissions for a form. Useful when you only accept submissions during specific timeframes, such as application periods or reimbursement cycles.

Copy Link

Copy a shareable link to your clipboard. Anyone who opens the link can start a new submission for this form.

View Preview

Open a non-functional preview of the form. Use this to gather feedback or approval before launching.

Bulk Submit

Submit multiple submissions at once using a spreadsheet. Ideal for processing large batches efficiently.

Archive

Move forms that are no longer active out of the default view. Archived forms can be restored later.

Manage Tags

Add or remove tags to keep forms organized and searchable by category or project.

Configure sign-in options

Click ⋯ then Edit Form Details to access two sign-in switches that control who can access and submit a form.

The sign-in options in the Edit Form Details panel.

Sign-in required to view form

Limits access to users who are logged into Droplet with your organization's domain.

Always submit form as signed-in account

Automatically fills in the submitter's name and email from their Droplet account. This ensures every submission is tied to the correct person.

Frequently asked questions