View and Manage Form Submissions

When a contact submits a form, their responses are saved and linked to their contact record. Reviewing those submissions allows adequate follow up on their answers, identifies alarming responses that need attention, and keeps submission records organized. This guide shows how to open, review, and manage form submissions in Subflow.

Before you begin

Ensure you have at least one form with at least one submission. If no contact has submitted the form yet, the submissions list is empty.

View the list of submissions

The submissions list shows every response received for a specific form, including who submitted it and when.

1. Select Contacts from the dropdown menu application on the sidebar.

2. Select Contact Forms from the left side bar of the contacts dashboard to see all the forms that have been created.

3. Find the form you want to review. The Submissions column shows the total number of responses that form has received. You can also filter the forms list by Tags or Access to narrow down your results.

4. Click the three-dot menu icon in the Actions column and select View Submissions. Alternatively, click the form name to view all submissions.

The submissions list shows you the contact who submitted the form, how the form was assigned to the contact ( manually or automatic via workflows) and the date the form was submitted by the contact.

💡 Use the Search bar to find a specific submission, or click the Archived tab to view submissions that have been archived.

View an individual submission

To open a submission:

1. Click the three-dot menu icon in the Actions column and select View Submission.

2. Alternatively, click the contact name to view the submission.

The left side of the page shows the completed form with every field the contact filled in. The right side shows the Contact Profile panel for that contact, including their full name, email, phone number, opt-in status, and tags.

Assign a contact to a submission

If a submission is not yet linked to a contact record, or if you need to link it to a different one, you can make the association manually from the submission detail page.

1. On the submission detail page, click Assign contact at the bottom of the Contact Profile panel.

2. Use the search bar to find the contact, or scroll the list and click Select next to their name. The selected contact appears at the bottom of the modal.

3. Click Confirm Selection to save the assignment.

Export a submission

You can download a copy of a submission as an image or a PDF directly from the submission detail page. On the submission detail page, click Export as Image or Export as PDF at the bottom of the Contact Profile panel.

Archive a submission

Form submissions are visible in two places: the submissions list on this page, and the contact's record. Archiving a submission removes it from the contact record view and moves it to the Archived tab in the submissions list, keeping both views focused on current, relevant responses.

1. To archive from the submissions list: click the three-dot menu icon in the Actions column of the submission row, then click Archive Submission.

2. To archive from within the submission detail page: click the three-dot menu icon in the top right corner of the page, then click Archive Submission.

Archived submissions can be viewed and restored at any time from the Archived tab at the top of the submissions list.

Related articles

• Build a Form: Learn how to create a new form, configure its settings, add contact fields, and organize them into steps before sending the form to patients.

• Forms in Subflow: Understand how forms work in Subflow, how submitted answers update the contact record, and how form responses can trigger workflow paths.

• Contact Fields: Browse all available contact field types and their descriptions to help you choose the right fields to include in your forms.