# Form Management

## Table of Contents

1. [Accessing Form Management](#accessing-form-management)
2. [Managing Forms](#managing-forms)
3. [Form Templates](#form-templates)
4. [Form History](#form-history)

---

## Accessing Form Management

**Step-by-Step Instructions:**
1. Navigate to **Form Builder**
2. Click the dropdown menu (three dots) in the header
3. Select **"Manage Forms"**
4. Or use the breadcrumb navigation

## Managing Forms

**Form List View**
- **View All Forms**: See all your forms in a table format
- **Information Displayed**: Name, description, component count, creation date, last updated
- **Sorting**: Click column headers to sort by different criteria

**Search & Filter**
- **Search Bar**: Type to search forms by name or description
- **Filters**: Use status and date filters to narrow results
- **Clear Filters**: Click "Clear Filters" to reset search

**Form Actions**
- **Edit**: Click "Edit" to open form in Form Builder
- **Preview**: Click "Preview" to test form functionality
- **Duplicate**: Click "Duplicate" to create a copy
- **Delete**: Click "Delete" and confirm to remove form
- **Export**: Click "Export" to download form configuration

## Form Templates

**Accessing Templates**
- **Step 1**: In Form Builder, click the dropdown menu
- **Step 2**: Select "Templates"
- **Step 3**: Browse available templates

**Using Templates**
- **Step 1**: Select a template that matches your needs
- **Step 2**: Click "Use Template"
- **Step 3**: Customize the form for your specific requirements
- **Step 4**: Save with a new name

**Creating Templates**
- **Step 1**: Design a form you want to reuse
- **Step 2**: Click "Save as Template"
- **Step 3**: Enter template name and description
- **Step 4**: Template is now available for reuse

## Form History

**Accessing History**
- **Step 1**: In Form Management, find your form
- **Step 2**: Click "History" button
- **Step 3**: View version history

**Version Management**
- **View Changes**: Click on any version to see what changed
- **Compare Versions**: Select two versions to compare differences
- **Restore Version**: Click "Restore" to go back to a previous version
- **Change Tracking**: See who made changes and when

---

*Previous Chapter: [Form Builder](02-form-builder.md)*

*Next Chapter: [Process Builder](04-process-builder.md)* 