Managing a long list of forms just got a whole lot easier. We know that as your team grows, so does your library of forms. To help you stay organized and find exactly what you need in seconds, we’re thrilled to introduce Custom Views for Form Lists.
What’s New?
Previously, you could add custom metadata tags (like Category, Business Unit, or Project Number) to your forms. These were great for identification, but now we’re putting that data to work.
With Custom Views, you can leverage those metadata fields to completely transform your form dashboard:
Group & Organize: Cluster forms by department, project phase, or priority level.
Smart Filtering: Hide the noise and only show the forms relevant to specific workflows.
Precision Sorting: Arrange your list based on your custom fields so the most important forms are always at the top.
Set the Standard: Create Default Views for your team to ensure everyone is looking at the most relevant information the moment they log in.
Why You’ll Love It
Whether you are managing 10 forms or 1,000, Custom Views give you a tailored experience. No more endless scrolling—just a clean, organized workspace that fits your specific business logic.