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Accessing a Form Record

Retrieve Form Records submitted by team members

Written by Jacqui Jones

You can easily view your Form records in two places:

  • The Activity Tab: Find your record in the recent activity list. The Record Title is named by the user who completed the Form Record. Record Titles may be altered within the Form Settings or within Automations.

  • The Register Tab: Locate the specific record row and click the Form icon to open and view the record details.

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