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View and manage a single form instance

Review the details, status, and access options for a specific form instance within a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form instance detail view​

Navigate to the form instances list for your project and select a specific instance to open its detail view.

Step 2: Review basic form information​

View the instance’s name, status, type, and key metadata such as who it is for and when it was created or last updated.

Step 3: Access the internal fill view​

Use the provided link to open the internal fill page for this instance so you or your team can complete or update the form.

Step 4: Use the public share URL​

Copy or open the generated public URL so external users can access and submit the form without signing into the application.

Step 5: Toggle technical details​

Expand the technical details section to see underlying identifiers and configuration for the form instance when you need more advanced information.

Step 6: Refresh instance data​

Use the refresh action to reload the latest data for the form instance if it has been recently updated.

Step 7: Return to the form instances list​

Use the back navigation control to return to the overall list of form instances in the project.

Last updated: 2025-12-08