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View and manage a form submission

Review the full details of a submitted form, including attachments, revision history and status, and perform follow-up actions such as amending or sharing the submission.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the form submission detail view

From the submissions list, select the form submission you want to review to open its detailed view. The page will display key information such as the submitter, submission date and current status.

Open the form submission detail view

Step 2: Review submission metadata and status

At the top of the page, review the submission metadata, including the submission ID, form name, submitter, submission date and time, and overall status badges. Use this to confirm you are viewing the correct submission.

Review submission metadata and status

Step 3: Inspect submitted answers and fields

Scroll through the form sections to see each question and its submitted answer. Use the on-screen labels and layout to understand how the submitter responded to each part of the form.

Inspect submitted answers and fields

Step 4: View and download attachments

For any fields that include uploaded files, use the attachment area to view file names and, where available, thumbnails. Select the download option to save a copy of any attachment to your device.

View and download attachments

Step 5: Review submission revisions and history

Open the revision or history section to see previous versions of the submission, including when changes were made and by whom. Use this to track how the submission has evolved over time.

Review submission revisions and history

Step 6: Amend the submission

Use the amend or edit action to open the amendment dialog, update the relevant fields, and save your changes as a new revision of the submission if your permissions allow it.

Amend the submission

Step 7: Share the submission

Select the share option to open the sharing dialog, configure who can access the submission and how, then confirm to generate and send a share link or access token.

Share the submission

Step 8: Refresh the submission data

Use the refresh control to reload the submission details from the server and ensure you are viewing the latest version, including any recent amendments or status changes.

Refresh the submission data


Last updated: 2026-01-23