View form instance details
Review all information, status, sharing options and QR codes for a specific form or workflow instance.
This guide is designed for project manager.
Steps
Step 1: Open the form instance detail view
Navigate to the form instance from your forms or workflows list to open its detailed view, showing the header, status, and key metadata.
Step 2: Review form status and metadata
Check the current status badge, instance type, creation details, and any linked project or workflow information displayed at the top of the page.
Step 3: Mark the form instance as a favourite
Use the favourite button in the header to add or remove this form instance from your favourites for quicker access later.
Step 4: Copy the public form link
Use the copy link control to copy the public URL built for this form instance so you can share it with collaborators or respondents.
Step 5: Generate a QR code for sharing
Select the QR code option to generate and display a scannable QR code that links directly to the public version of the form instance.
Step 6: Revoke and reissue the QR code
Use the revoke and reissue control to invalidate the current QR code and create a new one if access needs to be reset.
Step 7: Review form responses and content
Scroll through the response sections to review each field, including any longer answers rendered with rich formatting for easier reading.
Step 8: Expand long answers for full detail
Use the expand or collapse control on sections that are trimmed to view the full content when responses exceed the default display height.
Step 9: Issue or manage workflow-related forms
If the instance is part of a workflow, use the issue form dialog to manage issuing or reissuing related forms within the workflow chain.
Step 10: Return to the previous page
Use the back control in the header to navigate back to your previous list or workflow view without losing your context.
Last updated: 2026-08-21