Forms are fundamental tools for data collection and management, playing a critical role in business systems. This guide introduces all key operations, from data collection (form filling) to data management (including deleting, editing, printing, and searching), enabling you to fully master form usage.

Admins assign you permission sets to define what data operations you can perform in a form. The set name usually indicates your scope of operations. For example, if you have a set called “View All Data”, you can view all entries in the form.

1. Enter the target form.

2. Click the permission set area at the top-left of the page.

3. Choose the desired permission set from the dropdown.

The “All Data with Permission” set is a union of all your permissions. When provided, you can operate and manage data with your full access rights.

If you have Add permissions, you can input data such as customer details, orders, or leads.

1. Switch to “Add-Only Data” group.

2. Complete the form and click Submit.

1. Switch to any Set with Add permissions, such as “Add and Manage My Data.”

2. Click the Add button on the toolbar.

3. Fill out the form and click Submit.

Subforms are embedded mini-forms for adding related data, such as:

Click the Add button to insert a blank row.

Tap the “+” button at the top left of the subform or "+ Add" at the bottom to add a new blank record.

For copying, inserting, or batch pasting subform data, refer to the Subform.

To enhance efficiency and accuracy, you may encounter features such as:

For more details and troubleshooting, see Subform.

When you have the delete permission, you can (batch) delete form records in the following ways.

1. Click the entry to open its details.

2. Click Delete and OK.

1. Apply filters to find the data to delete.

2. Click the Delete button on the toolbar and choose to delete filtered or all data.

1. Select one or more entries.

2. Click Delete on the toolbar and confirm.

1. Tap the entry to view details.

2. Tap More > Delete, then confirm.

When you have Edit permissions, you can edit form records in the following ways.

1. Click the entry to open details.

2. Click Edit, make changes, then click Submit.

1. Select one or more entries.

2. Click Batch Edit on the toolbar.

3. Choose fields to modify and set their new values, which can be:

1. Tap the entry to view details.

2. Tap Edit, make changes, then tap Submit.

1. Click the entry to open details.

2. Click Print and preview the print file.

3. Set printer options or save as PDF, then click Save.

1. Select entries in the form.

2. Click Batch Print on the top-right, preview, and print or download as PDF.

Switch to a permission set with View permissions to filter, search, or sort data for efficient access.

Use filters to display data meeting specific conditions, e.g.:

For more details, see How to Filter the Records?

Enter keywords in the top-right search bar and press Enter.

Tap Search icon in the top-right and enter keywords.

Enter keywords, click icon > Search Specified Fields, select up to 10 fields, then press Enter.

1. Tap Search icon, enter keywords, then tap .

2. Choose Search Specified Fields, select up to 10 fields, and tap OK.

Hover over a column header, click , and choose ascending or descending.

Tap the column header to toggle ascending/descending.

1. Click Sort button on the toolbar.

2. Add the sorting field and set order, then click Sort.

1. Tap “ ··· > Sort ” in the top-right.

2. Add sort rules, set order, and tap OK.