Managing forms in a survey

the forms tab displays all the forms you have sent out as part of your survey cycle, including their current submission completion status you can select the page icon next to the form name to display a preview of the form that was sent out in addition, you can select add people to add another group of people as recipients of that specific form this is useful for cases where you have maybe omitted a group of people or changed directions in terms of who should be included learn more send reminders for a specific form you can send reminders to participants directly from the forms tab to encourage your participants to submit their form to send a form specific reminder in the forms tab, navigate to the form whose recipients you want to remind in the add people ▼ dropdown menu, select send reminder the send reminder dialog displays (optional) in the send reminder dialog, enter a reminder message select send the reminder is sent to everyone included for that specific form who has not already completed their submission reminders are sent via email or slack (when configured) close a form closing a form is like enforcing a deadline it will expire all of the tasks, so that the people can no longer complete the form removes the form from the survey and clears all associated pending to dos for individuals who have already received the form forms that have been submitted and are awaiting approval will still be able to be approved after the form is closed to delete a form in the forms tab, navigate to the form you want to delete in the add people ▼ dropdown menu, select close form the close form dialog displays select confirm the form will then be closed and the tasks expired remove a form from the survey deleting a form permanently removes the form from the survey and clears all associated pending tasks for individuals who have already received the form deleting the form only removes the form from the survey any data that has already been collected using the form is not deleted and the form remains active and available for use throughout charthop to delete a form in the forms tab, navigate to the form you want to delete in the add people ▼ dropdown menu, select remove form the remove form dialog displays enter delete to confirm select delete the form is deleted from the survey and removed from participant dashboards p ackages basic basic | | standard standard | premium available as an add on