Improved UX and New Options for Forms and Submissions | Changelog

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

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

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