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Finding & filtering the Form Records register

Forms & AuditsAll usersVerified 30 Sep 20261 min

Opening the register

Go to Forms > Form Records to see every submission you have access to.

Filtering results

Use the filter bar to narrow by form type, date range, status, submitted-by, or any custom field the form captures.

Searching

The search box matches against record content, not just the form name — useful when you remember a detail from the submission but not which form it was.

You can save a combination of filters as a view if you check them regularly.

Walkthrough video

Every step above, performed once in a demo organisation.

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