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NEX-Forms Documentation

Documentation & Tutorials for NEX-Forms version 8.0 and above

Docs » NEX-Forms Dashboard » Managing Forms
Managing Forms

This article will guide you on managing your forms which includes - Searching, Editing, Duplicating, Exporting and Deleting existing forms.

In this Article

Where to find existing Forms
All your saved forms are easily accessible from the NEX-Forms dashboard homepage. Follow the steps below to locate and manage your saved forms.
  1. Log into your Wordpress Admin area.
  2. Click on the "NEX-Forms" menu item from the admin sidebar.
  3. Find all your already created and saved forms in the table center right in the admin screen:
    NEX-Forms - Figure Arrow
    NEX-Forms - Create First Form - Figure - 1
How to search for a Form
  1. Log into your Wordpress Admin area.
  2. Click on the "NEX-Forms" menu item from the admin sidebar.
  3. Click on the Search Icon in the top right corner and start typing. The system will search the form titles as well as the form ID's from your search term.
    NEX-Forms - Figure Arrow
    NEX-Forms - Create First Form - Figure - 2
Editing Existing Forms
  1. Log into your Wordpress Admin area.
  2. Click on the "NEX-Forms" menu item from the admin sidebar.
  3. Hover over the form row and click on the EDIT icon. Alternatively click on the Form Title.
    NEX-Forms - Figure Arrow
    NEX-Forms - Figure Arrow
    NEX-Forms - Create First Form - Figure - 2
Duplicating Existing Forms
Use form duplication to quickly create new forms based on existing templates (already created forms). This feature is also a convenient way to create backups of your forms for safekeeping.
  1. Log into your Wordpress Admin area.
  2. Click on the "NEX-Forms" menu item from the admin sidebar.
  3. Hover over the form row and click on the DUPLICATION icon.
    NEX-Forms - Figure Arrow
    NEX-Forms - Create First Form - Figure - 2
Exporting Existing Forms
Exporting an existing form generates a ready-to-use import file, which can be easily uploaded into any other NEX-Forms installation. This feature also serves as an excellent way to back up your forms for safekeeping and future use.
  1. Log into your Wordpress Admin area.
  2. Click on the "NEX-Forms" menu item from the admin sidebar.
  3. Hover over the form row and click on the EXPORT icon.
    NEX-Forms - Figure Arrow
    NEX-Forms - Create First Form - Figure - 2
Deleting Existing Forms
  1. Log into your Wordpress Admin area.
  2. Click on the "NEX-Forms" menu item from the admin sidebar.
  3. Hover over the form row and click on the DELETE icon.
    NEX-Forms - Figure Arrow
    NEX-Forms - Create First Form - Figure - 2
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This article was last updated on 19 November 2024
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