Forms

Forms Management

Forms Page

The Forms page is the main management list for your organization’s forms. Use it to view forms, create new forms from templates, update form settings, manage sharing, review submissions, run reports, organize forms into folders, and perform bulk actions.

Who this is for

Backend users who manage forms

This page is for admins and backend users who create, edit, organize, publish, or report on forms inside TicketHarmony.

Best used when

You need to manage non-ticketing or general forms

Use this page when working with general forms, surveys, attendance forms, expense forms, workflows, or any form that is not managed from a more specific ticketing page.

Main idea: Each row is a form. Click the form name to open the user-facing version, or use the Actions dropdown to manage that form.

How to open the Forms page

  1. Log in to your TicketHarmony backend account.
  2. Open the Forms area from your backend menu.
  3. Find the form you want to view, edit, report on, share, or organize.
  4. Use the form name, filters, folders, bulk actions, or Actions dropdown depending on what you need to do.

What you can do from this page

View

Open a form

Click the form name in the Click to View column to open the user-facing form.

Opens: /app/form?id=FORM_ID
Manage

Use the Actions dropdown

Use the Actions dropdown to update the form, change settings, manage rules, copy, publish, review submissions, open reports, or delete the form.

Organize

Use folders and bulk actions

Select one or more forms with the checkbox column, then move them to folders, update status, or delete selected forms when permitted.

Creating forms and using templates

New form

Create from a template

If templates are available, you can start with a prebuilt form instead of building from scratch. Choose the template you want and then customize it.

More options

More Templates

Opens the template library. Use this when you want to browse additional form templates or start from a different form type.

Route: /templates

Grid columns explained

Column

Click to View

Shows the form name. Click the name to open the user-facing version of the form.

Column

Status

Shows whether the form is active or inactive. Active forms are available for use; inactive forms are turned off or unavailable.

Column

Honeypot

Shows whether honeypot spam protection is enabled for the form.

Column

Sharing

Shows who can access the form. Icons may indicate private access, shared access, everyone access, or a form that has been shared with you.

Column

Updated by

Shows the user who last edited the form.

Column

Updated

Shows when the form was last updated. You can use this column to find recently edited forms.

Actions dropdown explained

Important: The Actions dropdown changes based on your permissions and the form type. If you do not see an option, your account may not have access or the form may not support that tool.
Design

Update

Opens the form editor. Use this when you need to change fields, questions, wording, layout, or form structure.

Route: /form/update?id=FORM_ID
Configuration

Settings

Opens the form settings page. Use this to adjust form behavior, confirmation behavior, access settings, and other configuration options.

Route: /form/settings?id=FORM_ID
Logic

Conditional Rules

Opens the rule builder. Use this when form behavior should change based on a user’s answers, such as showing or hiding fields.

Route: /form/rules?id=FORM_ID
Copy

Copy

Opens the copy modal for that form. Use this when you want to duplicate a form and reuse the same structure.

Opens: Copy modal
Public access

Publish & Share

Opens publishing and sharing tools. Use this when you need public links, embed options, QR code options, or sharing settings.

Route: /form/share?id=FORM_ID
Responses

Submissions

Opens submitted entries for the selected form. For non-standard ticketing forms, the submissions view may include all submissions by default.

Route: /form/submissions2?id=FORM_ID
Reports

Submissions Report

Opens a report view for submitted data. Use this when you need summarized or report-style form response information.

Route: /form/report?id=FORM_ID
Survey results

Poll / Survey Report

Appears for poll or survey-style forms. Use this to review poll or survey results in a report format.

Route: /form/poll-report?id=FORM_ID
Tracking

Attendance Tracking

Appears for attendance-tracking forms. Use this when the form is designed to track attendance.

Route: /form/attendance-tracking?id=FORM_ID
Expense tools

Expense Tracking

Appears for expense-tracking forms. Use this when the form is designed to collect or report expense information.

Route: /form/expense-tracking?id=FORM_ID
Danger zone

Delete

Deletes the form after confirmation. Deleting a form also removes related stats, submissions, conditional rules, and report data, so use this carefully.

Route: /form/delete?id=FORM_ID

Bulk actions explained

Status

Set Active or Inactive

Select one or more forms, then use the bulk status action to activate or deactivate them.

Folders

Move To

Select one or more forms, then move them into a folder or back to Uncategorized.

Delete

Delete selected forms

Deletes selected forms after confirmation. This removes related stats, submissions, rules, and reports, so use this carefully.

Organization

Folders

Folders help organize long form lists. Use folders to group forms by department, event type, school, program, season, or workflow.

Which action should I choose?

Change questions

Use Update

Choose this when you need to edit the form fields, wording, or layout.

Change behavior

Use Settings

Choose this when you need to change configuration, confirmation, or form behavior.

Review answers

Use Submissions or Reports

Use Submissions for individual entries. Use reports when you need summarized or report-style data.

Common issues

I do not see a specific action in the dropdown

Actions are permission-based and form-type-based. If an option is missing, your account may not have access or the form type may not support that action.

I clicked the form name but it opened the public form

That is expected. The form name opens the user-facing form. Use the Actions dropdown when you need to manage or edit the form.

I need to change fields or questions

Use Update. That opens the form editor.

I need the public link or QR code

Use Publish & Share. That area contains sharing and publishing tools.

I need to review submitted entries

Use Submissions for individual entries, or Submissions Report for report-style data.

I need to copy a form

Use Copy from the Actions dropdown. After copying, review the new form’s settings, rules, publishing options, and any dates or workflow-specific details.

Good to know

  • The Forms page is the broad form-management list for your organization.
  • Clicking the form name opens the user-facing version of the form.
  • Most admin tools are inside the Actions dropdown.
  • Available actions depend on your user permissions and the form type.
  • Use folders to keep long form lists easier to manage.
  • Use bulk actions when you need to update several forms at once.
  • Use Publish & Share when you need public links, QR codes, embed options, or sharing settings.
  • Be careful with Delete actions because they remove related form data.

Related articles

  • How to Update a Form
  • How to Use Form Settings
  • How to Use Conditional Rules
  • How to Copy a Form
  • How to Publish & Share a Form
  • How to View Form Submissions
  • How to Use Form Reports
  • How to Organize Forms with Folders
  • General Ticketing Landing Page

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