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View form submission details

Review an individual form submission, including its metadata, field answers, file attachments, and available follow-up actions such as amendment or sharing.

Audience

This guide is designed for project manager.

Steps

Step 1: Open a specific form submission

From the submissions list, select the form submission you want to review to open the submission detail view, which loads the submission data and associated form template.

Open a specific form submission

Step 2: Review submission metadata

At the top of the page, review key details such as the submission ID, status, submitter, submission date and time, and any version or revision information displayed in badges.

Review submission metadata

Step 3: Inspect form field responses

Scroll through the main content area to see each form field and its submitted value, allowing you to understand exactly what information was provided in this submission.

Inspect form field responses

Step 4: View and download attachments

In fields that contain file uploads, use the attachment display to preview thumbnails where available and download files using the download control for further review.

View and download attachments

Step 5: Open submission history and revisions

If revision or history information is available, use the history-related controls to compare or review previous versions of the submission as needed.

Open submission history and revisions

Step 6: Start an amendment to the submission

Use the amend or edit action to open the Amend Submission dialog, where you can initiate changes to the existing submission subject to your permissions and workflow rules.

Start an amendment to the submission

Step 7: Share the submission with others

Click the share action to open the Share Submission dialog, then configure how you wish to share the submission details (for example, via link or with specific recipients).

Share the submission with others

Step 8: Refresh submission data

Use the refresh control to reload the submission details, ensuring that you are viewing the most up-to-date information and status.

Refresh submission data

Step 9: Return to the submissions list

Click the back control to leave the detail view and return to the main form submissions list once you have completed your review.

Return to the submissions list


Last updated: 2026-01-19