How to view a form summary


In the Custom Forms module, select a form from the list and open it. This will take you to the Form Details page. Click the Summary tab in the header. A new window will open. 

On the left side of the screen, you can view the Form Details, including: 

  • Taskboard the form is assigned to – Displays the taskboard or project workspace where the form is categorized or managed. 
  • Total number of entries – Shows the total count of submissions or completed entries for the form. 
  • Users the form is shared with – Lists the users who currently have access to view or edit the form. 
  • Creator of the form – Indicates the user who originally created the form. 
  • Confirmation emails enabled – Specifies whether automatic confirmation emails are sent to respondents after submitting the form. 
  • Tracking enabled – Shows whether submission tracking (such as timestamps or user activity) is turned on. 
  • Form owner – Identifies the primary user responsible for managing and maintaining the form. 
  • User who made the last entry – Displays the name of the user who most recently submitted an entry to the form.
  • User the form was last shared with – Shows the most recent user who received shared access to the form.
  • User who performed the last activity – Indicates the person who last interacted with or modified the form (e.g., edited, shared, or submitted).
  • Confirmation option – Describes the configured confirmation method (e.g., message display, redirect link, or email notification) used after a submission.

On the right side of the screen, you can see a preview of how the form currently appears on the website.

At the bottom-right corner, the buttons allow you to save the draft or submit the form.

custom forms

Didn’t find what you were looking for?

Contact us and we’ll build the right solution for you. Vault Synapse can be fully customized based on your business needs.