Skip to main content

Form Library

Save and manage your form configurations. Load saved forms, duplicate them, or delete ones you no longer need.

Saving Forms​

Click Save Form to save your current configuration:

  1. Provide a name for the form
  2. Add an optional description
  3. Select the target collection
  4. Click Save

Forms are saved to your workspace and persist across sessions.

Managing Forms​

Viewing Forms​

Access the Form Library from:

  • Dashboard Forms section
  • Form Builder Open menu
  • Direct navigation to /forms

Form List​

The library shows all your forms with:

  • Form name
  • Description
  • Target collection
  • Created/updated timestamps
  • Published status
  • Response count

Search and Filter​

  • Search - Find forms by name
  • Filter by collection - Show forms for specific collection
  • Filter by status - Draft, Published, Archived
  • Sort - By name, date, or response count

Form Actions​

Load​

Restore a saved form configuration:

  1. Click on the form in the library
  2. Opens in Form Builder
  3. Continue editing or view

Duplicate​

Create a copy with a new name:

  1. Click Duplicate on the form
  2. Enter new name
  3. Creates independent copy
  4. Edit without affecting original

Delete​

Remove a saved form:

  1. Click Delete on the form
  2. Confirm deletion
  3. Form is permanently removed
warning

Deleting a published form will make the public URL unavailable. Responses are retained unless explicitly deleted.

Publish​

Make a form publicly accessible:

  1. Click Publish on the form
  2. Configure publish settings
  3. Get shareable URL

Form Properties​

Each form has these properties:

Basic Properties​

  • Name - Display name for the form
  • Description - Details about the form's purpose
  • Collection - Target MongoDB collection
  • Database - Target MongoDB database

Timestamps​

  • Created - When form was created
  • Updated - Last modification time
  • Published - When form was published (if applicable)

Statistics​

  • Field count - Number of fields
  • Page count - Number of pages
  • Response count - Number of submissions
  • Version count - Number of saved versions

Organization​

Folders​

Organize forms into folders:

  • Create folders for projects
  • Move forms between folders
  • Nested folder structure

Tags​

Add tags for categorization:

  • Multiple tags per form
  • Filter by tags
  • Common tags: "Production", "Draft", "Template"

Favorites​

Mark frequently used forms:

  • Star to add to favorites
  • Quick access from dashboard
  • Favorites appear first in lists

Sharing Forms​

Within Workspace​

  • All workspace members can access
  • Set per-form permissions
  • View-only or full edit access

Export/Import​

  • Export form configuration as JSON
  • Import to another workspace
  • Share form templates

Form Templates​

Save forms as reusable templates:

  1. Create a well-configured form
  2. Click Save as Template
  3. Add template description
  4. Template available for new forms

Using Templates​

  1. Click New Form from Template
  2. Select template
  3. Customize for your needs
  4. Save as new form
tip

Use descriptive names for your forms, including the target collection, to easily find them later.

Best Practices​

  1. Descriptive names - Include purpose in name
  2. Add descriptions - Explain form's use case
  3. Organize consistently - Use folders and tags
  4. Archive unused - Don't delete, archive for reference
  5. Document changes - Use version notes

Next Steps​