Forms Hub

Use the Forms Hub to organize, search, and create Forms from one centralized location. 

Forms in the Hub are organized into three cards and a table. The cards and the table have various filters and actions that you can use to manage your Forms.

 

Feature availability and limits vary by plan and user role. Learn more

 

Open the Forms Hub

The Forms Hub is in your Sidebar. If you don't see it:

  1. From the Sidebar, click More.
  2. Select Forms.

To pin the Forms Hub to your Sidebar:

  1. From the Sidebar, click More.
  2. Next to Forms, click the pin icon.

If the info in the Form's row is grayed out, it's not published. To publish it, hover over the Form's name and select Edit Form. The Form opens and in the upper-right corner, you can click the Published toggle on.

Forms Hub cards

Use cards to quickly locate a Form. Cards allow you to find recent, favorited, and Forms created by you.

There are three Forms Hub cards:

  • Recent: Forms you've recently opened.
  • Favorites: Forms you've favorited.
  • Created by Me: Forms you've created.

Forms cannot be shared or edited from cards.

Use Forms Hub cards

Hover over any Form to take the following actions:

  • Open in new tab: Open the Form in a new tab.
  • Copy URL: Copy the URL of the Form.

Create and search for Forms

Create or search for Forms in your Workspace from Forms Hub.

Create a Form

A Form created in Forms Hub can be accessed from its List or the Forms Hub.

To create a new Form:

  1. In the upper-right corner, click New Form.
  2. Select a template or select Start from scratch to open an empty Form.
  3. Select the List where your Form submissions will be saved. 
  4. The Form opens and you can begin customizing it!

Search for Forms

To search for a Form by name:

  1. Below the Created by Me card in the upper-right corner of the table, click Search Forms.
  2. Enter the Form's name.

Copy, favorite, and rename Forms

Below the cards, in the table hover over a Form's name to display the Copy linkAdd to Favorites, and Edit Form options.

If the info in the Form's row is grayed out, it's not published. To publish it, hover over the Form's name and select Edit Form. The Form opens and in the upper-right corner, you can click the Published toggle on.

Forms settings

To access Forms settings like Copy public link or Sharing & Permissions:

  • Below the cards, in the table right-click the Form's name or click the ellipsis ... menu to the right of the Date viewed column.

Show, hide, and reorganize table columns

The Name column is required in the Forms Hub table. You can choose to show or hide all other columns.

To show or hide columns:

  1. In the upper-right corner of the table, click the + icon.
  2. Choose which columns to show or hide by clicking the toggle on or off.

To reorganize the order of the columns:

  1. Hover over the column.
  2. To move it, click and hold the drag handle.

Available columns

You can show or hide the following columns in the Whiteboards Hub table:

Column name Description
Name The Form's name. This column can't be hidden. 
Location The location of the Form in your Workspace.
Date viewed When this Form was last opened. Hover over the row in this column to see what time it was opened. 
Created by The person who created the Form.
Date updated The date the Form was last updated. Hover over the row in this column to see what time it was last updated.
Date created The date the Form was created. Hover over the row in this column to see what time it was created.

Sort by column

Sort columns to organize your Workspace's Forms in a way that makes sense to you. Sorting settings are saved per person, not for the whole Workspace. 

The following columns in the Forms Hub table can be sorted:

  • Name
  • Location
  • Date viewed
  • Date updated
  • Date created 

To sort by a column, click its header. Click it again to change the sort direction.

The arrow to the right of the column header indicates which direction the column is sorted. You can sort by one column at a time.

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