Form List & Management

Form List & Management

The Forms index page provides a centralised view of every form in your organisation. From here you can create new forms, monitor performance at a glance, and manage the full lifecycle of each form — from draft through to archive.

Accessing the Form List

Navigate to Forms in the main sidebar. The index page loads at /forms and displays all forms belonging to your tenant, sorted by most recently updated.

Quick Stats

Four summary cards appear at the top of the page, giving you an instant overview of your forms programme:

• Total Forms — the number of forms across all statuses
• Published Forms — forms currently live and accepting submissions
• Total Submissions This Month — all submissions received in the current calendar month
• Average Conversion Rate — the mean ratio of submissions to views across all published forms

Data Table Columns

Column	Description
Form Name	The display name of the form.
Status	A colour-coded chip: grey for draft, green for published, red for archived.
View Count	The total number of times the public form page has been loaded.
Submission Count	The total number of completed submissions received. Displayed with a badge for quick scanning.
Conversion Rate	Submissions divided by views, expressed as a percentage.
Published Date	The date the form was first published. Blank for draft forms.
Actions	A menu of available operations for the form (see below).

Filters

• Search by name — type part of a form name to filter the table instantly
• Status dropdown — filter by draft, published, or archived status

Creating a New Form

Click the Create Form button in the top-right corner to open the form builder. New forms are created in draft status by default.

Actions per Form

Each row in the data table provides the following actions via a context menu:

1. Edit — open the form in the builder to modify fields, layout, or settings
2. Preview — view the form exactly as a public submitter would see it
3. Duplicate — create a copy of the form with all fields and configuration intact
4. Publish / Unpublish — toggle the form between published and draft status
5. View Submissions — navigate to the submissions list filtered to this form
6. Analytics — open the analytics dashboard for this form
7. Archive — retire the form so it no longer accepts submissions
8. Delete — permanently remove the form and all associated submissions

Published Forms

Once a form is published, it becomes accessible at its public URL: {subdomain}.nexusrms.io/form/{slug}. Share this link via email, embed it on your website, or distribute it through any channel. No login is required for respondents.

Archived Forms

Archived forms are hidden from the public and no longer accept submissions. However, they remain fully viewable within the admin interface. All historical submissions, analytics data, and record mappings are preserved. You can restore an archived form to draft status at any time if you wish to republish it.

Tips

• Use the conversion rate column to identify underperforming forms that may need simplification.
• Duplicate a high-performing form as a starting template for new forms with similar structures.
• Archive seasonal forms after the event period ends rather than deleting them, so you retain submission history.
• Review the quick stats regularly to track your overall forms programme health.