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Getting around OpenForms

When you log into OpenForms, you’ll see the main menu across the top of the screen. This menu is available from every screen in OpenForms - use it to access all of OpenForms features and settings. 

The main menu has the following navigation options:

Forms

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The Forms area is where you build, import, and edit forms. Choose ‘Forms’ from the main menu to see a list of forms. Enterprise users will see their most recently used workspace

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If you're on an Enterprise plan, you'll also see information about what versions your forms are up to, as well as any new drafts that have been made since your forms went live.

You’ll find more information about forms and workspaces throughout this help center, but a good place to start is our Getting started and Create sections. When you're ready to publish your forms, check out our Publish and Analyze topics.

Admin

This area is available to admin users. 

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The Admin area is where you set up how forms work, what they look like, and how they’re organized, as well as take care of user admin and notifications.

Choose ‘Admin’ from the main menu to access this area, which contains a number of sections.

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There's lots of information about admin tasks in this help center. Some good places to learn more are the Design, Customize and Analyze sections. 

Integrations

This area is available to admin users.

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The Integrations area is where you enhance OpenForms by connecting to external applications.

Choose ‘Integrations’ from the main menu to access this area. 

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For more information on the integrations area, see Use Integrations to enhance OpenForms.

You'll find a lot of information about build-your-own integrations like data connections and our web API in the Developers section of this help center. Payment gateways, maps and other ready-made-integrations are covered in the Create section. 

Review

This area is available to reviewers.

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The Review area is where reviewers process form responses after they have been submitted. 

Review processes are called workflows, and are mapped out as part of the form creation process. Learn more about making workflows in the Create section.

If you're a reviewer, you'll learn more about your role in the Analyze section. 

Choose ‘Review’ from the main menu to access this area, which contains the review center.

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Insights

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The Insights area provides stats on all your organization's forms. Use this to track your organization's digital transformation and see how your forms are doing. 

Optimize your forms by looking at overall trends in the Insights area, as well as individual form analytics. Learn more in the Analyze section. 

Choose ‘Insights’ from the main menu to access this area, which contains the Insights dashboard.

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Help

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You’re using the help center right now, so it’s probably a bit redundant to explain how to get here. If you've arrived by happy accident, welcome! For future reference, choose 'Help' from the main menu to get here.

Account menu

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In the top right hand corner of the main menu, you’ll see a circle containing your initials. This is the Account menu. Use this to update your details and notification settings.

Account owners have an additional Account option in this menu.

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Selecting this opens the Account area, where the account owner can view and change subscription details.  

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If you're the account owner, you'll find all the details you need to manage your OpenForms subscription in the Account section of this help center. 

What's next

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