Forms

Review Form Submissions

Open a form response, read each answer, check any uploaded files and see which follow-up actions were created.

  • Needs Professional or above
  • About 5 minutes

Every response to a form is saved with the form. Open a submission to review the full set of answers and check whether the form sent a notification or created a lead, task or help desk ticket.

Open a response

  1. Open the form

    Go to Forms, choose the form you want to review and open its submissions.

  2. Choose a submission

    The list shows when each response arrived, a short summary of its answers and any follow-up status. Select a row to open the full details.

  3. Read the answers

    Review the values beside each field. For a file-upload answer, use its download link to open the file.

  4. Check what happened next

    Look at the status indicators to see whether an email was sent or a lead, task or help desk ticket was created. If your form captures them, the details can also show the page and referrer URLs.

Make follow-up easier. In the form settings, you can configure a submission to create a lead, task or help desk ticket. See Build a Form for setup steps.

For more, see Forms.

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