Improved UX and New Options for Forms and Submissions

Changes / View Change

• eCourtDate Help Team
• Created: 2024-05-02 21:41:27
• Status: staging

The following updates were made to streamline managing Forms and Submissions in Admin > Portals:

• Improved Forms table with inline Open Portal button 
• New search options for Forms and Submissions
• Form expiration option with countdown if less than 3 days remaining
• Use an external form with the External Redirect option
• Assign a Flow to a Form 
• Form submission auto-assigned to a client (if signed into the portal)
• Form submission names are auto-generated based on the submission #
• Sample Client Survey form in the Learn More section
• Track when a form is opened
• Submissions grid layout with an inline PDF button