New Forms and Templates Listings Page

  • Updated

Forms listing pages got a UI refresh: they're now where you view, manage, and organize both your Forms and your Form templates, with more ways to filter, tag, and organize than before.

Why this matters: As your library of Forms grows, finding the right one gets harder. Folders, subfolders, tags, and better filtering mean less time scrolling through a flat list and more time finding (or building) the Form you actually need.

What's Changing

Forms listing pages were updated to Act-On's newer listing page UI/UX.

Forms listing pages are where you view, manage, and organize your Forms and Form templates.

The new listing pages allow you to:

  • Organize your Forms and Form templates into folders & subfolders
  • Use tags to group and find related Forms and Form templates
  • Find Forms and Form templates easily with improved filtering:
    • Filter to show only Classic or New Forms (if the account has both)
    • Filter to show only Forms connected to a specific CRM
    • Filter to show only Forms connected to a specific webinar solution
  • Search Forms or Form templates and sort tables
  • Use bulk actions to easily organize or manage multiple Forms or Form templates

Here's a look at the new Forms listing page:

The new Forms listing page.

And here's a look at the Form Templates listing page:

And here's a look at the Form Templates listing page.

Note that Form templates are no longer accessed from the main left navigation menu but are found as a tab under the main Forms listing page.

In addition, a new user interface was introduced for single-form settings and reporting. The new user interface is accessible from the Forms listing page. Inside, you'll find information about the Form in the Details tab and can access and configure various options related to the Form. In the Reports tab, you can access reporting on individual Forms.

Here's a look at the new single-form interface (Details tab):

Here's a look at the new single-form interface ( Details tab).

The single-form report itself is unchanged - the existing reports are simply brought inside the new single-form UI.

From a navigation standpoint, many of the options previously in the listing page overflow menu have moved inside the new single-form interface. The previous menu looked like this:

The previous menu looked like this.

The new menu looks like this:

The new menu looks like this.

These items from the listing page menu will be moved inside the new single-form interface:

  • Clear Form Report
  • View Survey Results
  • Download Submitted Data
  • Show Underlying List
  • Embedded Pages
  • View Salesforce Push Errors

When

June 2023 (gradual rollout beginning June 14th).

Customer Impact

The ability to organize assets into subfolders has long been a popular feature request. These listing pages support subfolders, tags, and other organization and discovery improvements. All customers have access to these features for Forms.

What's Next

Similar listing-page updates followed for Landing Pages and Email Templates.

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