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Received forms

Managing received forms​

Received forms are managed via the Forms menu.

If your account has permission to access received forms, you navigate to their management area by the following:

  1. Click the Forms icon in the left navigation bar. The Forms menu will open.
  2. Click the Received Forms link.

Form submissions can also be accessed from the Received tab when editing your form.

Filtering the list of received forms​

When first loaded submissions to every form are shown in the received form list, ordered by reference in descending order.

To filter the list:

  1. Navigate to the received form management area.
  2. Click the + button. Options to filter the list will be shown. The list can be filtered by:
    • User
    • Administrator
    • Reference
    • Start Date
    • Submission Date
    • Form
    • Status (In Progress, Submitted or Retentioned)
  3. Select filter options and the list of submissions will be filtered.

Viewing a linked payment order​

A submission to a form that is integrated with PayBridge will be part of a payment order. If available, the reference of the corresponding order for a received form is shown on the ribbon, under PayBridge reference.

To view a linked payment order:

  1. Open the received form record.
  2. Click the Form Responses tab.
  3. Open the Actions menu and select View PayBridge Order from the options provided. The corresponding PayBridge order details will be displayed.

Viewing a corresponding Jadu Connect case​

A submission to a form that is integrated with Jadu Connect may have one or more linked cases in Jadu Connect. If available, the references of these cases for a received form are shown on the ribbon, under Jadu Connect Case(s).

To view a corresponding Jadu Connect case:

  1. Open the received form record.
  2. Click the Form Responses tab.
  3. Open the Actions menu and select View Jadu Connect Case (reference) from the options provided. The corresponding Jadu Connect case will be displayed.

Downloading a received PDF​

A submission to a form that has the PDF generation action on it may generate a PDF copy of each submission.

To download a received PDF:

  1. Open the received form record.
  2. Click the Form Responses tab.
  3. Open the Actions menu and select Download Generated PDF from the options provided. The PDF should start to download in your browser.

Removing personal data

For data protection reasons, it may sometimes be necessary to remove all personal data from a received form. After removing personal data, the submission will be equivalent to a "user data " data-retentioned form submission. See data retention policies for further details.

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Doing this will irretrievably delete all personal data from the received form.

To remove personal details from a form submission:

  1. Open the received form record.
  2. Click the Form Responses tab.
  3. Open the Actions menu and select Remove personal data from the options provided. All personal data is removed from the received form, and the staff member who removed the data is logged against the submission for future reference.