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 key stats - views, started, and completions.
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 switch - on the form card, or in the top-right corner inside the builder. 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that haven't been published, a Publish changes button appears next to the status switch (and the form card shows an "Unpublished changes" badge).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
Delete
Click the three-dot menu and select Delete. You'll be asked to confirm with the form's title shown.
Deletion is permanent and cannot be undone. The form, all its nodes, responses, and analytics data are removed immediately.
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 + button on a form card to add an existing tag or create a new one with a custom name and colour.
Remove a tag
Click the x on any tag chip to remove it from that form. This doesn't delete the tag itself - it's still available for other forms.
Filter by tag
Use the tag dropdown in the toolbar to filter your form list. You can select multiple tags to narrow results further.
Search and filter
The toolbar at the top of your forms list has three ways to find forms:
| Filter | How it works |
|---|---|
| Search | Matches form titles and tag names. Case-insensitive. |
| Status | Toggle between All, Live, and Draft. |
| Tags | Multi-select dropdown. Shows forms with any of the selected tags. |
The list shows 10 forms per page with pagination at the bottom.