Creating entry views

This feature is available to organizations on the Pro, Team, and Enterprise plans.

When you make changes to the current entry view (like displaying different columns or sorting/filtering entries), you can click Save to save those settings as a unique entry view. You can create up to 16 entry views per form and then toggle between each view as needed.

Creating entry views

To create a new entry view:

  1. Open the Entries page for your form and select the All Entries dropdown.
    Save your settings to create an entry view.

  2. Select + Grid View or + Form View.

    • Grid View: Display form entries in a grid format. From the top menu, you can customize the columns and sort/filter options and perform actions on the entries.
      Form entries in a grid format

    • Form View: Display the form in a specified role (Public, Internal, etc.) and allow users to create new entries. All users (including those with Limited access permissions) can access public form views when allowed by public link settings.
      Form view

  3. Select Save to save your new entry view. To set this view as the default view for your Entries page, drag the entry view to the top of the list.

Entry view settings

Click the settings icon on the left-hand side of the Entries menu to open your view settings.

Grid View Form View
Grid view settings Form view settings
  • View Name – Edit the name of the view.
  • Role – Set a role for the entry view. This setting will only display the fields (and actions) available based on your form’s workflow roles. You can specify which organization members can access this role-based view from the Edit Role dialog on the Build page. The assigned role will appear next to the view name in the entry view list. (Form View Only) Setting the role to Public gives all users access to the form view when allowed by public link settings.
  • Allow New Entries (Grid View Only) – Users can create entries in this view using the New Entry option at the top right.
  • After Submit (Form View Only) – Choose between showing the form confirmation page or redirecting the user to another entry view after submission.
  • Delete – Delete the view. Views cannot be restored once deleted.
  • Copy – Make a copy of the view.

Assigning form views to workflow roles

You can allow users to create new entries in a specific workflow role on the Entries page (without being able to edit the form itself or view all the entries).

To invite Limited Access users to specific form views:

  1. Invite the user to your organization and set their permission level to Limited Access.
    How to invite Limited Access users to specific form views

  2. Once the user has accepted their invitation, assign them to a workflow role (ex: Accountant). Make sure to save both the Edit Role dialog and your form.
    Assigning roles to the form

  3. On the Entries page, create a new form view. In the view settings, set the Role to the specified workflow role. Now, the user can create new entries in this role on the Entries page.
    Setting a workflow role.

Quick Tip

Move a field to the first column on the Entries grid to display that field value at the top of each entry. Some columns (including Signature fields, File Upload fields, Content fields, Repeating Sections/Tables, and Entry Status/Date Submitted) will be skipped.

creating different entry views

Frequently Asked Questions