Editing Entries, Progress and Assignees
Edit an entry
- Open the entry.
- Click Edit in the header.
- Change the answers and click Save.
Files, signatures, payments and calculations cannot be edited. Every change is noted on the entry, so you can see what was changed and by whom.
Process again
Click Process again in the entry header to run the submission actions again, for example after fixing an integration:
- Send everything again
- Extra notifications only
- Webhook, Slack and integrations only
Progress statuses
Progress statuses track your own work on an entry, separate from read / unread. For example: New, In progress, Waiting for customer, Done.
- Go to Global Settings › Entries.
- Under Statuses, click Add status and type a Label for each.
- Click Save settings.
On an entry, the Progress panel lets you set the Status and Assign to a user. Click Assign to me to take an entry yourself.
Filter the entries list
Pro adds to the Entries toolbar:
- a Progress filter (Any progress or one status), once you have added progress statuses,
- an assignee filter (Anyone or Assigned to me),
- Columns: Show answers as columns (up to 8), to see answers right in the list,
- an Export button. See Export, Scheduled Exports and Import.
