- Knowledge Base
- Custom Forms
- Form Details
- How to view a form summary
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
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
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