Form Dashboard Viewing Options
Viewing Options
The Form Dashboard offers two viewing options:
List View and
Board View. You can switch between them to suit your preference.
List View
The List View displays submissions in a condensed list format. Each item can be expanded to reveal additional details:
- Report ID: Provides the ID of the form and a link to the submission.
- Answer Summary: Shows all form fields configured for form previews.
- Form Assignments: Lists all Contributors, Observers, or Investigators assigned to the form. You can edit tasks directly from the dashboard.
- Task Reminder: Click the envelope icon to quickly send a reminder for open tasks in the selected assignment.
Quick Action Buttons:
- Mark Closed: Closes the submission.
- Reopen: Reopens a closed submission.
- Delete: Removes the submission from the portal.
Board View
The Board View organizes submissions in a tile format, making it easy to scan details at a glance. Each tile displays:
These options allow you to quickly navigate and manage form submissions based on the level of detail or visual organization you prefer.


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