Customizing the Forms Tab
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Projects app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Customizing Your Forms Tab

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Projects’.

2. Open Forms Tab:

Once you're in the 'Projects' application, navigate to the 'Forms' tab at the top of the page.

3. Manage Columns:

Locate and click on the 'Manage Columns' icon. The 'Manage Columns' menu will appear.

4. Manage Form Submission Columns:

In this menu, you'll find a column for each form submission value. Select or deselect checkboxes to hide specific columns.

Note: You cannot hide the form name or submission date.

5. Select 'All Columns' to Hide Remaining Columns:

You can choose to hide all remaining columns at once by checking the box next to 'All Columns'.

6. Rearrange Your Form Table:

On the right-hand side of the menu, rearrange your form table by dragging and dropping each grey box. To remove a column from view, select the 'X' on the respective box.

7. Save Changes:

After making necessary adjustments, click 'Save' at the bottom of the menu.

8. Cancel Changes:

If you change your mind or want to revert changes, click 'Cancel' or the 'X' in the top-right corner to exit without saving.

9. Review Your Updated Tables:

Your adjustments will reflect under both 'Submissions' and 'Pending Requests' tabs. Check these areas to ensure your changes are as expected.

Note: Managing your form display can make viewing and understanding data easier. Remember to save changes after adjusting settings to ensure your tables reflect the new format.

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