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View and manage a form instance

Review a specific form submission, manage its status, and share or revoke its public access.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form instance​

Navigate to the form instance detail view from your forms or workflow list to see all information about a single submission, including its status, assignee, and key dates.

Open the form instance

Step 2: Review form details and responses​

Scroll through the detail page to review metadata, field responses, and any multiline or bullet-point answers displayed in a readable format.

Review form details and responses

Step 3: Mark the form as a favourite​

Use the favourite control in the header to bookmark this form instance so you can quickly return to it from your favourites list.

Mark the form as a favourite

Use the sharing controls to generate a public form URL and create a QR code so colleagues or external users can access or complete the form.

Generate a public link and QR code

Copy the public URL to your clipboard or open it in a new browser tab using the provided actions so you can distribute or test the link.

Copy or open the public link

Step 6: Revoke and reissue form access​

When needed, use the revoke and reissue option to invalidate the existing public link or QR code and generate a new secure link for future access.

Revoke and reissue form access

Step 7: Issue the form in a workflow​

If the form is part of a workflow, open the issue dialog to trigger the form for the next assignee or step in the process.

Issue the form in a workflow

Step 8: Return to the previous list​

Use the back action to return to the previous page or list view once you have finished reviewing or updating the form instance.

Return to the previous list

Last updated: 2026-07-30