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Manage Forms via Three-Dot Menu (Card View)

Overview: 

The Manage Forms via Three-Dot Menu (Card View) feature lets users access quick actions for each form directly from the Card View. Through this menu, users can edit, clone, delete, and perform other form-related tasks, streamlining form management without opening the form.

Follow these steps to manage forms via the three-dot menu (Card View): 

Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.

Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.

Step 2: You are then navigated to Forms. Click the Card View button to switch to card view.

Step 2: You are then navigated to Forms. Click the Card View button to switch to card view.

Step 3: Click the three-dot menu to access more actions for the selected form.

Step 3:  Click the three-dot menu to access more actions for the selected form.

Step 4: A pop-up menu appears where you can open the Live Form, share it, pin or unpin it from the top, edit the form, rename it, clone or duplicate it, move it to a folder, view results, and view or edit triggers.

Step 4: Step 3: A pop-up menu appears where you can open the Live Form, share the form, pin or unpin it from the top, edit the form, rename it, clone or duplicate it, move it to a folder, view results and view or edit triggers.

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