The custom views feature allows Team Owners to organize the forms list to better suit the team's workflow. You can filter, sort, and group forms by specific properties, making it much easier to navigate large lists and find exactly what you need. To utilize this feature effectively, your forms should have custom properties assigned to them. These are metadata tags attached to the form itself (e.g. Business Unit, Category, or Project Number), rather than questions inside the form.
How to Create and Manage Views
Navigate to the forms tab. Click the view settings icon located in the top right-hand corner, next to the search icon.
In the menu that appears, you can customize how the list is displayed using the following options:
Filter: Apply rules to show only specific forms (e.g. show only forms where Status equals Active).
Sort By: Define the order of the forms (e.g. sort by Date Created descending).
Group By: Organize forms into distinct sections based on a specific property (e.g. group by Department).
Property Visibility: Toggle specific property tags on or off. This allows you to hide tags that aren't relevant to the current view to keep your interface clean.
Once you have created a view you can set it as the default view. This will make the custom view the default for anyone within your team.