Managing Forms
Rename, duplicate, delete, tag, and organise your forms.
Your forms live on the main dashboard page. Each form card shows its title, status, tags, and its response count. The full funnel (views, started, and completions) lives on the form's Analytics page.
Live and Draft
Every form is either Live (accessible to respondents via its share link) or Draft (private, only visible to you in the dashboard).
Flip the status - on the form card, from the three-dot menu (Go live / Take offline); inside the builder, use the switch in the top-right corner. Switching a live form back to Draft immediately makes it inaccessible: anyone visiting the link sees a "form not available" message.
You can switch between Live and Draft as many times as you like. Going back to Draft doesn't delete any existing responses, and it keeps the last published version so you can go live again later.
Publishing changes
When you make a form Live, Clipform freezes a published version - a snapshot of the form exactly as it is at that moment. Respondents always see that published snapshot, not your in-progress edits.
This means you can keep editing a live form safely: your changes are saved as you work but stay invisible to respondents until you publish them. While a live form has edits that haven't been published, a Publish changes button appears next to the status switch (and the form card shows an "Unpublished changes" badge).
- Publish changes - click it to freeze a new snapshot from your current working copy. Respondents immediately start seeing your latest version.
- Up to date - when there's nothing to publish, the button disappears.
- Going live publishes - switching a form from Draft to Live publishes the current version, so there's no separate step.
Switching back to Draft keeps the last published snapshot, so going Live again restores that version (plus any edits you then publish).
Rename
Click the three-dot menu on a form card and select Rename. The title is what respondents see at the top of the form.
Duplicate
Click the three-dot menu and select Duplicate. This creates a full copy of the form including all nodes, options, logic, theme, and media. The duplicate starts as a Draft with its own share link.
Duplicating is useful for:
- Creating variations of a form for A/B testing
- Using an existing form as a template
- Making a backup before major changes
Saving a template, or a form someone shared with you, into your own workspace copies the form the same way, with one exception: anything tied to the original owner's workspace doesn't come across - the connected payment account, the files on a File Download node, and any attached agreement document. Video and images do come across, duplicated into your workspace along with everything else. Reattach your own before publishing - the form tells you exactly what's missing with "No payment account connected", "No files uploaded", or "Consent item has no agreement document".
Trash
Click the three-dot menu and select Move to Trash. This unpublishes the form immediately - it stops accepting responses and its share link goes dead - and frees up a slot in your plan's form limit.
Trashed forms live in the Trash view, next to the status filters in the toolbar.
- Restore brings the form back as a Draft, with its share link and tags intact - existing embeds and shared links keep working since the link never changes.
- Delete forever permanently removes the form and every response, including any recorded video and audio answers. This cannot be undone.
A trashed form is permanently deleted automatically 30 days after being trashed, unless you restore it or delete it forever first.
If a form has responses, deleting it forever offers a Download responses as CSV first button, in case you want a copy before they're gone.
Tags
Tags help you organise forms across your workspace. Use them for projects, clients, campaigns, or however you group your work.
Add a tag
Click the three-dot menu on a form card and select Tags.... This opens the tag picker, where you can add an existing tag or type a name to create a new one.
Remove a tag
Open the tag picker again - either from the three-dot menu's Tags... item, or by clicking the +N chip on a card with more tags than fit on the row - and toggle the tag off. This removes it from that form only; the tag itself isn't deleted and stays available for other forms.
Filter by tag
Open the Filter menu in the toolbar and select one or more tags under Tags to narrow your form list. You can combine tags with a status filter, and select multiple tags to narrow results further.
Search and filter
The toolbar at the top of your forms list has several ways to find and order forms:
| Filter | How it works |
|---|---|
| Search | Matches form titles and tag names. Case-insensitive. |
| Filter | Filter your forms by status (All, Live, Draft) and by tags, from one Filter menu. |
| Sort | Order the list by Updated or Created date, newest or oldest. |
The list shows 10 forms per page with pagination at the bottom.